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Beacon Investment Advisory Services’s Mondelez International MDLZ Stock Holding History

Beacon Investment Advisory Services’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 		$194K Sell
3,355
-150
-4% -$9.04K 0.01% 256
2026
Q1 		$202K Sell
3,505
-1,280
-27% -$74.1K 0.01% 242
2025
Q4 		$258K Sell
4,785
-96
-2% -$5.53K 0.01% 231
2025
Q3 		$305K Sell
4,881
-95
-2% -$6.13K 0.01% 213
2025
Q2 		$336K Hold
4,976
– – 0.01% 203
2025
Q1 		$338K Buy
4,976
+1,162
+30% +$71.6K 0.02% 189
2024
Q4 		$228K Sell
3,814
-1,904
-33% -$126K 0.01% 232
2024
Q3 		$421K Buy
5,718
+600
+12% +$42.2K 0.02% 189
2024
Q2 		$335K Hold
5,118
– – 0.01% 210
2024
Q1 		$358K Buy
5,118
+1,916
+60% +$140K 0.02% 212
2023
Q4 		$232K Sell
3,202
-91
-3% -$6.24K 0.01% 245
2023
Q3 		$229K Hold
3,293
– – 0.01% 253
2023
Q2 		$240K Hold
3,293
– – 0.01% 257
2023
Q1 		$230K Hold
3,293
– – 0.01% 256
2022
Q4 		$219K Sell
3,293
-600
-15% -$37.9K 0.01% 260
2022
Q3 		$213K Sell
3,893
-36
-0.9% -$2.24K 0.01% 262
2022
Q2 		$244K Sell
3,929
-1,880
-32% -$119K 0.01% 255
2022
Q1 		$365K Sell
5,809
-333
-5% -$21.7K 0.02% 240
2021
Q4 		$407K Sell
6,142
-19
-0.3% -$1.17K 0.02% 233
2021
Q3 		$358K Sell
6,161
-505
-8% -$31.4K 0.01% 236
2021
Q2 		$416K Sell
6,666
-640
-9% -$39.4K 0.02% 227
2021
Q1 		$428K Sell
7,306
-477
-6% -$26.9K 0.02% 216
2020
Q4 		$455K Buy
7,783
+3,285
+73% +$188K 0.02% 191
2020
Q3 		$258K Sell
4,498
-222
-5% -$12.4K 0.01% 216
2020
Q2 		$241K Sell
4,720
-165
-3% -$8.48K 0.01% 219
2020
Q1 		$245K Sell
4,885
-2,428
-33% -$132K 0.02% 212
2019
Q4 		$403K Sell
7,313
-217
-3% -$11.6K 0.02% 196
2019
Q3 		$417K Sell
7,530
-872
-10% -$47.7K 0.04% 175
2019
Q2 		$453K Sell
8,402
-1,070
-11% -$55.6K 0.05% 149
2019
Q1 		$473K Sell
9,472
-11,706
-55% -$537K 0.05% 147
2018
Q4 		$848K Sell
21,178
-962
-4% -$41K 0.09% 122
2018
Q3 		$951K Sell
22,140
-360
-2% -$15.4K 0.09% 121
2018
Q2 		$923K Sell
22,500
-956
-4% -$38.4K 0.09% 118
2018
Q1 		$979K Sell
23,456
-1,350
-5% -$58.6K 0.1% 116
2017
Q4 		$1.06M Sell
24,806
-174
-0.7% -$7.31K 0.11% 112
2017
Q3 		$1.02M Buy
+24,980
New +$1.06M 0.09% 131

Other funds holding MDLZ

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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Beacon Investment Advisory Services's MDLZ Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Mondelez International (MDLZ) stake by 4.3% in Q2 2026, selling an estimated $9.04K and leaving 3,355 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #256.

Beacon Investment Advisory Services first reported a position in MDLZ in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.06M in Q4 2017. 609 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Beacon Investment Advisory Services held 3,355 shares of Mondelez International worth $194K as of Q2 2026.
  • Beacon Investment Advisory Services sold 150 Mondelez International shares in Q2 2026, an estimated $9.04K.
  • Mondelez International made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #256 holding.
  • Beacon Investment Advisory Services first reported a position in Mondelez International in Q3 2017 and has held it in 36 quarters since.
  • Beacon Investment Advisory Services's Mondelez International position peaked at $1.06M in Q4 2017.
  • 609 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.