MDLZ MDLZ

Ownership history in Prentice Wealth Management LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Prentice Wealth Management LLC reported a position in MDLZ (MDLZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.16% (2021 Q2)
Avg. % of fund
0.12%
First filed
2021 Q1
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,150 -60 -1.4% 0.06% $259K $61.90
2025 Q2 REDUCED 4,210 -130 -3.0% 0.07% $284K $66.29
2025 Q1 REDUCED 4,340 -289 -6.2% 0.09% $294K $66.23
2024 Q4 REDUCED 4,629 -7 -0.2% 0.08% $276K $57.90
2024 Q3 REDUCED 4,636 -115 -2.4% 0.10% $342K $70.85
2024 Q2 REDUCED 4,751 -45 -0.9% 0.10% $311K $62.54
2024 Q1 ADDED 4,796 +67 +1.4% 0.12% $336K $66.47
2023 Q4 ADDED 4,729 +153 +3.3% 0.13% $343K $68.36
2023 Q3 ADDED 4,576 +26 +0.6% 0.14% $318K $65.11
2023 Q2 ADDED 4,550 +238 +5.5% 0.15% $332K $68.02
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MDLZ price (monthly, adj. close)
← Back to Prentice Wealth Management LLC Holdings