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Apella Capital’s Mondelez International MDLZ Stock Holding History

Apella Capital’s Portfolio MDLZ Stock Details MDLZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.63M Buy
44,232
+4,717
+12% +$290K 0.03% 252
2026
Q2 		$2.38M Buy
39,515
+341
+0.9% +$20.5K 0.03% 241
2026
Q1 		$2.24M Buy
39,174
+10,892
+39% +$631K 0.03% 247
2025
Q4 		$1.52M Sell
28,282
-13,002
-31% -$749K 0.03% 234
2025
Q3 		$2.54M Sell
41,284
-1,242
-3% -$80.1K 0.06% 164
2025
Q2 		$2.93M Buy
42,526
+38,535
+966% +$2.57M 0.08% 141
2025
Q1 		$264K Buy
3,991
+577
+17% +$35.6K 0.01% 328
2024
Q4 		$204K Sell
3,414
-41
-1% -$2.71K 0.01% 335
2024
Q3 		$250K Buy
3,455
+265
+8% +$18.6K 0.01% 287
2024
Q2 		$208K Buy
+3,190
New +$219K 0.01% 295

Other funds holding MDLZ

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Apella Capital's MDLZ Position: Q3 2026 in Review

Apella Capital increased its Mondelez International (MDLZ) stake by 12% in Q3 2026, buying an estimated $290K and bringing the position to 44,232 shares worth $2.63M. The position accounts for 0.03% of the portfolio, ranked #252.

Apella Capital first reported a position in MDLZ in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.93M in Q2 2025. 89 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • Apella Capital held 44,232 shares of Mondelez International worth $2.63M as of Q3 2026.
  • Apella Capital bought 4,717 Mondelez International shares in Q3 2026, an estimated $290K.
  • Mondelez International made up 0.03% of Apella Capital's portfolio in Q3 2026, its #252 holding.
  • Apella Capital first reported a position in Mondelez International in Q2 2024 and has held it in 10 quarters since.
  • Apella Capital's Mondelez International position peaked at $2.93M in Q2 2025.
  • 89 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.