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Stamos Capital Partners, L.P.: MDLZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stamos Capital Partners, L.P. on MDLZ, newest first. How the timeline and the estimate are built.

Stamos Capital Partners, L.P. held 60,611 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 60,611 shares
    Change vs previous 13F +5,884 shares

    0.54% of the 13F portfolio, value $3,505,740.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    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 54,727 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $3,154,464.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    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 54,727 shares
    Change vs previous 13F +34,434 shares

    0.47% of the 13F portfolio, value $2,945,954.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    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 20,293 shares
    Change vs previous 13F -9,234 shares

    0.24% of the 13F portfolio, value $1,267,704.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    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 29,527 shares
    Change vs previous 13F -17 shares

    0.36% of the 13F portfolio, value $1,991,301.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    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 29,544 shares
    Change vs previous 13F -20,616 shares

    0.52% of the 13F portfolio, value $2,004,560.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    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 50,160 shares
    Change vs previous 13F +16,950 shares

    0.7% of the 13F portfolio, value $2,996,057.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    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 33,210 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,446,581.

    13F-HR 0001172661-24-004638 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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