Skip to main content

Morris Retirement Advisors, LLC

SEC CIK
0001841816
Latest filing
Jul 8, 2026

MDLZ holding history

Mondelez International, Inc. in every 13F filed by Morris Retirement Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDLZ overviewAll 13F holders of MDLZFull Q2 2026 holdings

Shares (Q2 2026)
7,045
Value
$407.5K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MDLZ by Morris Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,045$407.5K0.1%+50+0.7%AddedHolders
Q1 20266,995$403.2K0.2%+52+0.7%AddedHolders
Q4 20256,943$373.7K0.2%+47+0.7%AddedHolders
Q3 20256,896$430.8K0.2%−185−2.6%ReducedHolders
Q2 20257,081$477.5K0.2%00.0%UnchangedHolders
Q1 20257,081$480.4K0.3%−727−9.3%ReducedHolders
Q4 20247,808$466.4K0.2%+2,242+40.3%AddedHolders
Q3 20245,566$410.0K0.2%+400+7.7%AddedHolders
Q2 20245,166$338.1K0.2%−570−9.9%ReducedHolders
Q1 20245,736$401.5K0.2%−686−10.7%ReducedHolders
Q4 20236,422$465.1K0.3%00.0%UnchangedHolders
Q3 20236,422$445.7K0.3%00.0%UnchangedHolders
Q2 20236,422$468.4K0.3%−700−9.8%ReducedHolders
Q1 20237,122$496.5K0.4%−707−9.0%ReducedHolders
Q4 20227,829$521.8K0.4%−120−1.5%ReducedHolders
Q3 20227,949$442.0K0.4%00.0%UnchangedHolders
Q2 20227,949$494.0K0.4%00.0%UnchangedHolders
Q1 20227,949$499.0K0.4%−316−3.8%ReducedHolders
Q4 20218,265$548.0K0.4%00.0%UnchangedHolders
Q3 20218,265$481.0K0.4%−473−5.4%ReducedHolders
Q2 20218,738$546.0K0.5%00.0%UnchangedHolders
Q1 20218,738$511.0K0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.