Medallion Wealth Advisors, LLC
Position in MDLZ — Mondelez International, Inc.
CIK 2131139
FARMINGTON, CT
Position in MDLZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,065
-$25,450 QoQ
Shares Held
710
-38.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,652
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, 2026Medallion Wealth Advisors, LLC holds $392,044 across 3 Confectioners names. MDLZ ranks #2 (10.5% of the industry book) .
All Filings in MDLZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,065 | 710 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $66,515 | 1,154 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $62,119 | 1,154 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $50,475 | 808 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $59,751 | 886 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $41,456 | 611 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $36,495 | 611 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||