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Disclosery

VAUGHAN DAVID INVESTMENTS LLC/IL: MDLZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VAUGHAN DAVID INVESTMENTS LLC/IL on MDLZ, newest first. How the timeline and the estimate are built.

VAUGHAN DAVID INVESTMENTS LLC/IL held 613,894 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 613,894 shares
    Change vs previous 13F +10,223 shares

    0.71% of the 13F portfolio, value $35,508,000.

    13F-HR 0001063571-26-000004 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 603,671 shares
    Change vs previous 13F +20,722 shares

    0.74% of the 13F portfolio, value $34,796,000.

    13F-HR 0001063571-26-000003 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 582,949 shares
    Change vs previous 13F +9,836 shares

    0.68% of the 13F portfolio, value $31,380,000.

    13F-HR 0001063571-26-000001 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 573,113 shares
    Change vs previous 13F +8,538 shares

    0.77% of the 13F portfolio, value $35,802,000.

    13F-HR 0001063571-25-000006 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 564,575 shares
    Change vs previous 13F +5,546 shares

    0.85% of the 13F portfolio, value $38,075,000.

    13F-HR 0001063571-25-000004 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 559,029 shares
    Change vs previous 13F +2,078 shares

    0.89% of the 13F portfolio, value $37,930,000.

    13F-HR 0001063571-25-000003 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 556,951 shares
    Change vs previous 13F +10,658 shares

    0.79% of the 13F portfolio, value $33,267,000.

    13F-HR 0001063571-25-000002 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 546,293 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $40,245,000.

    13F-HR 0001063571-24-000006 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    Filed (acceptance time not in the bulk data set), ingested

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