LRI Investments, LLC
Position in MDLZ — Mondelez International, Inc.
CIK 2023325
PALM BEACH GARDENS, FL
Position in MDLZ
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$87,396
+$2,666 QoQ
Shares Held
1,511
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,580
of 1,893 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDLZ Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026LRI Investments, LLC holds $116,463 across 3 Confectioners names. MDLZ ranks #1 (75.0% of the industry book) .
All Filings in MDLZ
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,396 | 1,511 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $84,730 | 1,470 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $394,089 | 7,321 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $507,006 | 8,116 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $539,317 | 7,997 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $540,017 | 7,959 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $475,390 | 7,959 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $586,338 | 7,959 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $519,200 | 7,934 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $135,380 | 1,934 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||