Baker Tilly Wealth Management’s Mondelez International MDLZ Stock Holding History

Baker Tilly Wealth Management’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	$212K	Sell	3,661 -108	-3%	-$6.51K	0.05%	274
2026 Q1	$217K	Buy	+3,769	New	+$218K	0.05%	267
2024 Q3	–	Sell	-3,174	Closed	-$208K	–	267
2024 Q2	$208K	Sell	3,174 -3,094	-49%	-$212K	0.09%	266
2024 Q1	$439K	Sell	6,268 -1,102	-15%	-$80.4K	0.08%	286
2023 Q4	$534K	Sell	7,370 -2,033	-22%	-$139K	0.09%	263
2023 Q3	$653K	Sell	9,403 -26,248	-74%	-$1.89M	0.11%	196
2023 Q2	$2.6M	Buy	35,651 +1,812	+5%	+$134K	0.27%	81
2023 Q1	$2.36M	Sell	33,839 -3,517	-9%	-$233K	0.27%	83
2022 Q4	$2.49M	Buy	37,356 +4,581	+14%	+$290K	0.31%	76
2022 Q3	$1.8M	Sell	32,775 -44	-0.1%	-$2.73K	0.24%	91
2022 Q2	$2.04M	Buy	32,819 +1,473	+5%	+$93K	0.27%	82
2022 Q1	$1.97M	Buy	31,346 +7,073	+29%	+$460K	0.22%	97
2021 Q4	$1.61M	Buy	24,273 +5,917	+32%	+$365K	0.17%	119
2021 Q3	$1.07M	Buy	18,356 +2,870	+19%	+$179K	0.14%	154
2021 Q2	$967K	Buy	15,486 +2,682	+21%	+$165K	0.16%	151
2021 Q1	$749K	Buy	+12,804	New	+$723K	0.15%	168

Other funds holding MDLZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baker Tilly Wealth Management's MDLZ Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Mondelez International (MDLZ) stake by 2.9% in Q2 2026, selling an estimated $6.51K and leaving 3,661 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #274.

Baker Tilly Wealth Management first reported a position in MDLZ in Q1 2021 and has held it in 16 quarters since. The position peaked at $2.6M in Q2 2023. 1,896 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Baker Tilly Wealth Management held 3,661 shares of Mondelez International worth $212K as of Q2 2026.
Baker Tilly Wealth Management sold 108 Mondelez International shares in Q2 2026, an estimated $6.51K.
Mondelez International made up 0.05% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #274 holding.
Baker Tilly Wealth Management first reported a position in Mondelez International in Q1 2021 and has held it in 16 quarters since.
Baker Tilly Wealth Management's Mondelez International position peaked at $2.6M in Q2 2023.
1,896 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.