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Morton Capital Management LLC/CA: MDLZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morton Capital Management LLC/CA on MDLZ, newest first. How the timeline and the estimate are built.

Morton Capital Management LLC/CA held 4,661 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,661 shares
    Change vs previous 13F +583 shares

    0.04% of the 13F portfolio, value $269,566.

    13F-HR 0002002628-26-000003 filed by Morton Capital Management LLC/CA
    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 4,078 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $235,058.

    13F-HR 0002002628-26-000002 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

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