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Crestwood Advisors Group, LLC: MDLZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crestwood Advisors Group, LLC on MDLZ, newest first. How the timeline and the estimate are built.

Crestwood Advisors Group, LLC held 64,056 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,056 shares
    Change vs previous 13F -3,383 shares

    0.05% of the 13F portfolio, value $3,704,988.

    13F-HR 0001426853-26-000003 filed by Crestwood Advisors Group, LLC
    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 67,439 shares
    Change vs previous 13F -1,111 shares

    0.07% of the 13F portfolio, value $3,887,182.

    13F-HR 0001426853-26-000002 filed by Crestwood Advisors Group, LLC
    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 68,550 shares
    Change vs previous 13F -4,403 shares

    0.06% of the 13F portfolio, value $3,690,056.

    13F-HR 0001426853-26-000001 filed by Crestwood Advisors Group, LLC
    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 72,953 shares
    Change vs previous 13F -1,650 shares

    0.08% of the 13F portfolio, value $4,557,373.

    13F-HR 0001426853-25-000009 filed by Crestwood Advisors Group, LLC
    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 74,603 shares
    Change vs previous 13F +1,015 shares

    0.09% of the 13F portfolio, value $5,031,225.

    13F-HR 0001426853-25-000007 filed by Crestwood Advisors Group, LLC
    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 73,588 shares
    Change vs previous 13F -2,855 shares

    0.09% of the 13F portfolio, value $4,992,965.

    13F-HR 0001426853-25-000002 filed by Crestwood Advisors Group, LLC
    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 76,443 shares
    Change vs previous 13F -2,008 shares

    0.09% of the 13F portfolio, value $4,565,946.

    13F-HR 0001426853-25-000001 filed by Crestwood Advisors Group, LLC
    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 78,451 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,779,465.

    13F-HR 0001426853-24-000010 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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