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CAPTRUST FINANCIAL ADVISORS: MDLZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on MDLZ, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 206,685 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 206,685 shares
    Change vs previous 13F -2,069 shares

    0.02% of the 13F portfolio, value $11,954,679.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 208,754 shares
    Change vs previous 13F +10,082 shares

    0.02% of the 13F portfolio, value $12,032,900.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 198,672 shares
    Change vs previous 13F -13,038 shares

    0.02% of the 13F portfolio, value $10,694,520.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 211,710 shares
    Change vs previous 13F -7,170 shares

    0.03% of the 13F portfolio, value $13,225,528.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 218,880 shares
    Change vs previous 13F +3,965 shares

    0.03% of the 13F portfolio, value $14,761,278.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 214,915 shares
    Change vs previous 13F +35,457 shares

    0.04% of the 13F portfolio, value $14,581,955.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 179,458 shares
    Change vs previous 13F +713 shares

    0.03% of the 13F portfolio, value $10,719,025.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 178,745 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $13,168,127.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).