Position in MDLZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$31,580
+$397 QoQ
Shares Held
546
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,677
of 1,893 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDLZ Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026Asset Planning,Inc holds $72,268 across 3 Confectioners names. MDLZ ranks #1 (43.7% of the industry book) .
All Filings in MDLZ
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,580 | 546 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $31,183 | 541 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $28,852 | 536 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $33,296 | 533 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $35,743 | 530 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $35,756 | 527 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $43,304 | 725 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||