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Bar Harbor Wealth Management’s Mondelez International MDLZ Stock Holding History

Bar Harbor 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 		$280K Sell
4,844
-425
-8% -$25.6K 0.02% 226
2026
Q1 		$304K Sell
5,269
-86
-2% -$4.98K 0.02% 222
2025
Q4 		$288K Sell
5,355
-280
-5% -$16.1K 0.02% 225
2025
Q3 		$352K Buy
5,635
+455
+9% +$29.3K 0.02% 210
2025
Q2 		$349K Hold
5,180
– – 0.02% 205
2025
Q1 		$351K Sell
5,180
-150
-3% -$9.24K 0.02% 200
2024
Q4 		$318K Sell
5,330
-30
-0.6% -$1.98K 0.02% 208
2024
Q3 		$395K Hold
5,360
– – 0.03% 207
2024
Q2 		$351K Sell
5,360
-272
-5% -$18.7K 0.02% 210
2024
Q1 		$394K Buy
5,632
+882
+19% +$64.4K 0.03% 199
2023
Q4 		$344K Sell
4,750
-389
-8% -$26.7K 0.03% 206
2023
Q3 		$357K Hold
5,139
– – 0.03% 200
2023
Q2 		$375K Sell
5,139
-1,345
-21% -$99.4K 0.03% 202
2023
Q1 		$452K Sell
6,484
-75
-1% -$4.97K 0.04% 186
2022
Q4 		$437K Buy
6,559
+389
+6% +$24.6K 0.03% 194
2022
Q3 		$339K Hold
6,170
– – 0.03% 208
2022
Q2 		$383K Buy
6,170
+145
+2% +$9.16K 0.03% 209
2022
Q1 		$378K Sell
6,025
-995
-14% -$64.8K 0.03% 178
2021
Q4 		$465K Buy
7,020
+145
+2% +$8.95K 0.04% 159
2021
Q3 		$400K Sell
6,875
-160
-2% -$9.95K 0.04% 165
2021
Q2 		$439K Sell
7,035
-15
-0.2% -$924 0.04% 170
2021
Q1 		$413K Sell
7,050
-207
-3% -$11.7K 0.04% 175
2020
Q4 		$424K Hold
7,257
– – 0.04% 169
2020
Q3 		$417K Sell
7,257
-100
-1% -$5.57K 0.05% 166
2020
Q2 		$376K Sell
7,357
-722
-9% -$37.1K 0.04% 168
2020
Q1 		$405K Sell
8,079
-201
-2% -$10.9K 0.05% 171
2019
Q4 		$456K Sell
8,280
-200
-2% -$10.7K 0.05% 197
2019
Q3 		$469K Buy
8,480
+1,750
+26% +$95.7K 0.05% 206
2019
Q2 		$363K Hold
6,730
– – 0.04% 230
2019
Q1 		$336K Sell
6,730
-25
-0.4% -$1.15K 0.04% 227
2018
Q4 		$270K Hold
6,755
– – 0.04% 242
2018
Q3 		$290K Hold
6,755
– – 0.03% 251
2018
Q2 		$277K Sell
6,755
-108
-2% -$4.34K 0.03% 255
2018
Q1 		$286K Sell
6,863
-315
-4% -$13.7K 0.04% 249
2017
Q4 		$307K Sell
7,178
-1,499
-17% -$62.9K 0.04% 248
2017
Q3 		$353K Sell
8,677
-235
-3% -$9.98K 0.04% 222
2017
Q2 		$384K Sell
8,912
-2,649
-23% -$119K 0.05% 214
2017
Q1 		$498K Sell
11,561
-4,026
-26% -$178K 0.06% 203
2016
Q4 		$691K Hold
15,587
– – 0.08% 183
2016
Q3 		$684K Buy
15,587
+55
+0.4% +$2.41K 0.08% 182
2016
Q2 		$707K Sell
15,532
-1,100
-7% -$47.9K 0.08% 173
2016
Q1 		$667K Buy
16,632
+367
+2% +$14.9K 0.08% 173
2015
Q4 		$729K Sell
16,265
-873
-5% -$39.1K 0.09% 165
2015
Q3 		$718K Sell
17,138
-390
-2% -$16.8K 0.1% 161
2015
Q2 		$721K Hold
17,528
– – 0.09% 162
2015
Q1 		$633K Sell
17,528
-150
-0.8% -$5.42K 0.08% 172
2014
Q4 		$642K Sell
17,678
-67
-0.4% -$2.44K 0.08% 165
2014
Q3 		$608K Buy
17,745
+122
+0.7% +$4.45K 0.08% 169
2014
Q2 		$663K Sell
17,623
-1,009
-5% -$36.9K 0.08% 161
2014
Q1 		$643K Sell
18,632
-727
-4% -$24.8K 0.08% 163
2013
Q4 		$684K Sell
19,359
-489
-2% -$16.3K 0.09% 160
2013
Q3 		$623K Sell
19,848
-2,735
-12% -$84.8K 0.09% 161
2013
Q2 		$644K Buy
+22,583
New +$687K 0.09% 156

Other funds holding MDLZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
LT
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Bar Harbor Wealth Management's MDLZ Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its Mondelez International (MDLZ) stake by 8.1% in Q2 2026, selling an estimated $25.6K and leaving 4,844 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #226.

Bar Harbor Wealth Management first reported a position in MDLZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $729K in Q4 2015. 299 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Bar Harbor Wealth Management held 4,844 shares of Mondelez International worth $280K as of Q2 2026.
  • Bar Harbor Wealth Management sold 425 Mondelez International shares in Q2 2026, an estimated $25.6K.
  • Mondelez International made up 0.02% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Bar Harbor Wealth Management first reported a position in Mondelez International in Q2 2013 and has held it in 53 quarters since.
  • Bar Harbor Wealth Management's Mondelez International position peaked at $729K in Q4 2015.
  • 299 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.