Smallwood Wealth Investment Management, LLC

Position in MDLZ — Mondelez International, Inc.

CIK 1921304 RED BANK, NJ

Position in MDLZ

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$615,475

+$2,128 QoQ

Shares Held

10,641

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#978

of 1,897 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Smallwood Wealth Investment Management, LLC holds $616,028 across 2 Confectioners names. MDLZ ranks #1 (99.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MDLZ	Mondelez International, Inc. This page	10,641	$615,475
2	TR	Tootsie Roll Industries Inc	14	$553

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$615,475	10,641	0.0%	Shares	Sole	2026-07-23
2026-03-31	$613,347	10,641	0.0%	Shares	Sole	2026-04-22
2025-12-31	$572,805	10,641	-0.1%	Shares	Sole	2026-01-23
2025-09-30	$665,118	10,647	-0.4%	Shares	Sole	2025-10-17
2025-06-30	$720,798	10,688	0.0%	Shares	Sole	2025-10-03
2025-03-31	$725,180	10,688	0.0%	Shares	Sole	2025-04-25
2024-12-31	$638,394	10,688	0.0%	Shares	Sole	2025-01-17
2024-09-30	$787,384	10,688	0.0%	Shares	Sole	2024-10-16
2024-06-30	$699,422	10,688	-9.2%	Shares	Sole	2024-07-26
2024-03-31	$823,760	11,768	+1.9%	Shares	Sole	2024-04-25
2023-12-31	$836,711	11,552	0.0%	Shares	Sole	2024-01-23
2023-09-30	$801,708	11,552	+0.0%	Shares	Sole	2023-10-31
2023-06-30	$842,311	11,548	+0.0%	Shares	Sole	2023-07-17
2023-03-31	$804,847	11,544	-5.9%	Shares	Sole	2023-04-25
2022-12-31	$817,528	12,266	+0.0%	Shares	Sole	2023-02-14
2022-09-30	$672,270	12,261	-4.1%	Shares	Sole	2022-11-14
2022-06-30	$793,944	12,787	0.0%	Shares	Sole	2022-08-08
2022-03-31	$802,767	12,787	+0.4%	Shares	Sole	2022-04-21
2021-12-31	$844,457	12,735	—	Shares	Sole	2022-04-05
No filing history on record for this holder in this stock.