Position in MDLZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,250,843
+$182,778 QoQ
Shares Held
38,915
+8.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#600
of 1,893 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $3,712,543 across 3 Confectioners names. MDLZ ranks #1 (60.6% of the industry book) .
All Filings in MDLZ
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,250,843 | 38,915 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,068,065 | 35,879 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,141,411 | 39,781 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,426,209 | 38,838 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,309,685 | 34,248 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,248,006 | 33,132 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,026,818 | 33,933 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,616,095 | 35,511 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,220,640 | 33,934 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,003,380 | 14,334 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,129,328 | 15,592 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,057,794 | 15,242 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $951,210 | 13,041 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,216,823 | 17,453 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $795,534 | 11,936 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $652,422 | 11,899 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $733,282 | 11,810 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $739,485 | 11,779 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $712,633 | 10,747 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $425,121 | 7,307 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $452,377 | 7,245 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $419,308 | 7,164 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $418,879 | 7,164 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $408,641 | 7,113 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $383,065 | 7,492 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $357,671 | 7,142 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||