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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
Q3 		$200K Sell
3,467
-194
-5% -$11.9K 0.04% 282
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

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Baker Tilly Wealth Management's MDLZ Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Mondelez International (MDLZ) stake by 5.3% in Q3 2026, selling an estimated $11.9K and leaving 3,467 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #282.

Baker Tilly Wealth Management first reported a position in MDLZ in Q1 2021 and has held it in 17 quarters since. The position peaked at $2.6M in Q2 2023. 186 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • Baker Tilly Wealth Management held 3,467 shares of Mondelez International worth $200K as of Q3 2026.
  • Baker Tilly Wealth Management sold 194 Mondelez International shares in Q3 2026, an estimated $11.9K.
  • Mondelez International made up 0.04% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #282 holding.
  • Baker Tilly Wealth Management first reported a position in Mondelez International in Q1 2021 and has held it in 17 quarters since.
  • Baker Tilly Wealth Management's Mondelez International position peaked at $2.6M in Q2 2023.
  • 186 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.