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Stack Financial Management, Inc: MDLZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stack Financial Management, Inc on MDLZ, newest first. How the timeline and the estimate are built.

Stack Financial Management, Inc held 330,702 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 330,702 shares
    Change vs previous 13F -1,826 shares

    1.49% of the 13F portfolio, value $19,127,822.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
    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 332,528 shares
    Change vs previous 13F +502 shares

    1.41% of the 13F portfolio, value $19,166,891.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
    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 332,026 shares
    Change vs previous 13F -5,326 shares

    1.36% of the 13F portfolio, value $17,872,938.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, Inc
    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 337,352 shares
    Change vs previous 13F -4,062 shares

    1.75% of the 13F portfolio, value $21,074,354.

    13F-HR 0001308685-25-000011 filed by Stack Financial Management, Inc
    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 341,414 shares
    Change vs previous 13F -4,949 shares

    2.03% of the 13F portfolio, value $23,024,933.

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
    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 346,363 shares
    Change vs previous 13F -1,064 shares

    1.96% of the 13F portfolio, value $23,500,702.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, Inc
    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 347,427 shares
    Change vs previous 13F -4,103 shares

    1.9% of the 13F portfolio, value $20,751,827.

    13F-HR 0001308685-25-000004 filed by Stack Financial Management, Inc
    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 351,530 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $25,897,231.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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