Summit Financial, LLC

Position in MDLZ — Mondelez International, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in MDLZ

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,057,430

+$7,576 QoQ

Shares Held

18,282

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#779

of 1,858 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Summit Financial, LLC holds $1,541,145 across 2 Confectioners names. MDLZ ranks #1 (68.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MDLZ	Mondelez International, Inc. This page	18,282	$1,057,430
2	HSY	Hershey Co	2,757	$483,715

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,057,430	18,282	+0.4%	Shares	Sole	2026-08-12
2026-03-31	$1,049,854	18,214	-14.1%	Shares	Sole	2026-05-15
2025-12-31	$1,142,057	21,216	+1.5%	Shares	Sole	2026-02-13
2025-09-30	$1,305,935	20,905	-1.1%	Shares	Sole	2025-11-14
2025-06-30	$1,425,883	21,143	+2.8%	Shares	Sole	2025-08-13
2025-03-31	$1,395,470	20,567	-9.8%	Shares	Sole	2025-05-14
2024-12-31	$1,361,366	22,792	+12.6%	Shares	Sole	2025-02-12
2024-09-30	$1,490,786	20,236	+9.0%	Shares	Sole	2024-11-12
2024-06-30	$1,214,762	18,563	+96.6%	Shares	Sole	2024-07-31
2024-03-31	$660,870	9,441	+4.7%	Shares	Sole	2024-04-24
2023-12-31	$653,028	9,016	-0.2%	Shares	Sole	2024-02-06
2023-09-30	$627,167	9,037	-4.3%	Shares	Sole	2023-11-07
2023-06-30	$689,064	9,447	+25.7%	Shares	Sole	2023-08-11
2023-03-31	$523,945	7,515	-3.6%	Shares	Sole	2023-05-03
2022-12-31	$519,603	7,796	-14.2%	Shares	Sole	2023-02-07
2022-09-30	$498,459	9,091	+52.5%	Shares	Sole	2022-11-15
2022-06-30	$370,180	5,962	-4.1%	Shares	Sole	2022-08-12
2022-03-31	$390,177	6,215	+8.4%	Shares	Sole	2022-05-10
2021-12-31	$380,354	5,736	+31.2%	Shares	Sole	2022-02-07
2021-09-30	$254,362	4,372	—	Shares	Sole	2021-11-08
No filing history on record for this holder in this stock.