Charles Schwab Trust Co: MDLZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on MDLZ, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 8,798,696 MDLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 8,798,696 shares
Change vs previous 13F +235,477 shares
0.07% of the 13F portfolio, value $508,916,576.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 8,776,971 shares
- Charles Schwab Trust Co: 21,725 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 8,563,219 shares
Change vs previous 13F +292,117 shares
0.08% of the 13F portfolio, value $493,737,727.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 8,271,102 shares
Change vs previous 13F +78,076 shares
0.07% of the 13F portfolio, value $445,233,421.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 8,193,026 shares
Change vs previous 13F +96,723 shares
0.08% of the 13F portfolio, value $511,818,334.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 8,096,303 shares
Change vs previous 13F +145,442 shares
0.09% of the 13F portfolio, value $546,014,695.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 7,950,861 shares
Change vs previous 13F +6,567 shares
0.1% of the 13F portfolio, value $539,465,911.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-09-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 7,944,294 shares
Change vs previous 13F +267,100 shares
0.09% of the 13F portfolio, value $474,512,704.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 7,677,194 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $565,578,944.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 7,677,194 shares
- Charles Schwab Trust Co: 0 shares
Acceptance time not in the bulk data set (spec §4.2).