Appleton Partners’s Mondelez International MDLZ Stock Holding History

Appleton Partners’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 Q2	$419K	Sell	7,250 -205	-3%	-$12.4K	0.03%	211
2026 Q1	$430K	Sell	7,455 -2,782	-27%	-$161K	0.03%	195
2025 Q4	$551K	Sell	10,237 -345	-3%	-$19.9K	0.04%	180
2025 Q3	$661K	Sell	10,582 -245	-2%	-$15.8K	0.04%	161
2025 Q2	$730K	Sell	10,827 -408	-4%	-$27.2K	0.05%	154
2025 Q1	$762K	Sell	11,235 -940	-8%	-$57.9K	0.06%	149
2024 Q4	$727K	Sell	12,175 -2,293	-16%	-$152K	0.05%	148
2024 Q3	$1.07M	Sell	14,468 -3,745	-21%	-$263K	0.08%	132
2024 Q2	$1.19M	Sell	18,213 -828	-4%	-$56.8K	0.09%	123
2024 Q1	$1.33M	Sell	19,041 -3,547	-16%	-$259K	0.1%	122
2023 Q4	$1.64M	Sell	22,588 -1,585	-7%	-$109K	0.13%	114
2023 Q3	$1.68M	Sell	24,173 -2,062	-8%	-$149K	0.15%	113
2023 Q2	$1.91M	Sell	26,235 -1,242	-5%	-$91.8K	0.16%	110
2023 Q1	$1.92M	Sell	27,477 -828	-3%	-$54.8K	0.17%	115
2022 Q4	$1.89M	Sell	28,305 -2,097	-7%	-$133K	0.18%	112
2022 Q3	$1.67M	Sell	30,402 -400	-1%	-$24.8K	0.17%	117
2022 Q2	$1.91M	Sell	30,802 -294	-0.9%	-$18.6K	0.18%	107
2022 Q1	$1.95M	Sell	31,096 -654	-2%	-$42.6K	0.16%	118
2021 Q4	$2.1M	Buy	31,750 +1,150	+4%	+$71K	0.16%	116
2021 Q3	$1.78M	Sell	30,600 -1,440	-4%	-$89.6K	0.15%	126
2021 Q2	$2M	Sell	32,040 -816	-2%	-$50.3K	0.17%	117
2021 Q1	$1.92M	Sell	32,856 -1,759	-5%	-$99.3K	0.18%	116
2020 Q4	$2.02M	Sell	34,615 -850	-2%	-$48.6K	0.2%	106
2020 Q3	$2.04M	Sell	35,465 -3,202	-8%	-$178K	0.22%	96
2020 Q2	$1.98M	Sell	38,667 -1,696	-4%	-$87.1K	0.24%	96
2020 Q1	$2.02M	Sell	40,363 -10,539	-21%	-$571K	0.28%	85
2019 Q4	$2.8M	Sell	50,902 -2,860	-5%	-$153K	0.31%	87
2019 Q3	$2.97M	Sell	53,762 -285	-0.5%	-$15.6K	0.36%	76
2019 Q2	$2.91M	Sell	54,047 -110	-0.2%	-$5.71K	0.36%	79
2019 Q1	$2.7M	Sell	54,157 -3,251	-6%	-$149K	0.36%	78
2018 Q4	$2.3M	Sell	57,408 -2,697	-4%	-$115K	0.34%	81
2018 Q3	$2.58M	Sell	60,105 -2,015	-3%	-$86K	0.34%	82
2018 Q2	$2.55M	Sell	62,120 -2,074	-3%	-$83.3K	0.36%	82
2018 Q1	$2.68M	Sell	64,194 -3,286	-5%	-$143K	0.41%	75
2017 Q4	$2.89M	Sell	67,480 -4,275	-6%	-$179K	0.45%	67
2017 Q3	$2.92M	Sell	71,755 -527	-0.7%	-$22.4K	0.49%	69
2017 Q2	$3.12M	Sell	72,282 -500	-0.7%	-$22.5K	0.52%	62
2017 Q1	$3.13M	Sell	72,782 -3,565	-5%	-$158K	0.58%	60
2016 Q4	$3.38M	Sell	76,347 -5,672	-7%	-$244K	0.68%	50
2016 Q3	$3.6M	Sell	82,019 -4,051	-5%	-$178K	0.68%	48
2016 Q2	$3.92M	Sell	86,070 -3,946	-4%	-$172K	0.8%	42
2016 Q1	$3.61M	Sell	90,016 -6,984	-7%	-$284K	0.71%	50
2015 Q4	$4.35M	Buy	97,000 +238	+0.2%	+$10.6K	0.86%	42
2015 Q3	$4.05M	Buy	96,762 +1,644	+2%	+$70.8K	0.92%	39
2015 Q2	$3.91M	Sell	95,118 -40,756	-30%	-$1.6M	0.88%	42
2015 Q1	$4.9M	Sell	135,874 -23,676	-15%	-$856K	1.11%	33
2014 Q4	$5.8M	Sell	159,550 -10,895	-6%	-$397K	1.33%	30
2014 Q3	$5.84M	Buy	170,445 +1,564	+0.9%	+$57K	1.36%	27
2014 Q2	$6.35M	Buy	168,881 +2,947	+2%	+$108K	1.49%	19
2014 Q1	$5.73M	Buy	165,934 +1,363	+0.8%	+$46.6K	1.36%	30
2013 Q4	$5.81M	Buy	164,571 +1,256	+0.8%	+$41.7K	1.39%	33
2013 Q3	$5.13M	Sell	163,315 -5,025	-3%	-$156K	1.38%	32
2013 Q2	$4.8M	Buy	+168,340	New	+$5.12M	1.38%	31

Other funds holding MDLZ

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Appleton Partners's MDLZ Position: Q2 2026 in Review

Appleton Partners reduced its Mondelez International (MDLZ) stake by 2.7% in Q2 2026, selling an estimated $12.4K and leaving 7,250 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #211.

Appleton Partners first reported a position in MDLZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.35M in Q2 2014. 430 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Appleton Partners held 7,250 shares of Mondelez International worth $419K as of Q2 2026.
Appleton Partners sold 205 Mondelez International shares in Q2 2026, an estimated $12.4K.
Mondelez International made up 0.03% of Appleton Partners's portfolio in Q2 2026, its #211 holding.
Appleton Partners first reported a position in Mondelez International in Q2 2013 and has held it in 53 quarters since.
Appleton Partners's Mondelez International position peaked at $6.35M in Q2 2014.
430 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.