BFIM
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Beese Fulmer Investment Management’s Mondelez International MDLZ Stock Holding History

Beese Fulmer Investment 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
Q1 		$1.01M Sell
17,321
-25,553
-60% -$1.48M 0.06% 148
2025
Q4 		$1.16M Buy
42,874
+20,616
+93% +$1.19M 0.08% 137
2025
Q3 		$1.39M Sell
22,258
-124
-0.6% -$8K 0.1% 124
2025
Q2 		$1.51M Buy
22,382
+1,257
+6% +$83.9K 0.11% 118
2025
Q1 		$1.43M Sell
21,125
-360
-2% -$22.2K 0.12% 108
2024
Q4 		$1.28M Sell
21,485
-1,364
-6% -$90.2K 0.11% 108
2024
Q3 		$1.68M Sell
22,849
-101
-0.4% -$7.1K 0.14% 94
2024
Q2 		$1.5M Sell
22,950
-270
-1% -$18.5K 0.14% 96
2024
Q1 		$1.63M Hold
23,220
– – 0.15% 96
2023
Q4 		$1.68M Sell
23,220
-366
-2% -$25.1K 0.17% 92
2023
Q3 		$1.64M Buy
23,586
+17
+0.1% +$1.23K 0.18% 95
2023
Q2 		$1.72M Sell
23,569
-32
-0.1% -$2.36K 0.19% 98
2023
Q1 		$1.65M Hold
23,601
– – 0.19% 98
2022
Q4 		$1.57M Hold
23,601
– – 0.19% 100
2022
Q3 		$1.29M Sell
23,601
-238
-1% -$14.8K 0.17% 103
2022
Q2 		$1.48M Sell
23,839
-396
-2% -$25K 0.19% 96
2022
Q1 		$1.52M Sell
24,235
-2,100
-8% -$137K 0.16% 102
2021
Q4 		$1.75M Sell
26,335
-1,778
-6% -$110K 0.18% 100
2021
Q3 		$1.64M Sell
28,113
-150
-0.5% -$9.33K 0.18% 102
2021
Q2 		$1.76M Buy
28,263
+174
+0.6% +$10.7K 0.2% 97
2021
Q1 		$1.64M Sell
28,089
-645
-2% -$36.4K 0.2% 100
2020
Q4 		$1.68M Sell
28,734
-438
-2% -$25K 0.21% 94
2020
Q3 		$1.68M Sell
29,172
-80
-0.3% -$4.45K 0.24% 88
2020
Q2 		$1.5M Buy
29,252
+2,214
+8% +$114K 0.22% 92
2020
Q1 		$1.35M Sell
27,038
-355
-1% -$19.2K 0.24% 89
2019
Q4 		$1.51M Sell
27,393
-70
-0.3% -$3.75K 0.21% 102
2019
Q3 		$1.52M Buy
27,463
+5,353
+24% +$293K 0.23% 98
2019
Q2 		$1.19M Hold
22,110
– – 0.23% 90
2019
Q1 		$1.1M Hold
22,110
– – 0.22% 88
2018
Q4 		$885K Hold
22,110
– – 0.2% 93
2018
Q3 		$950K Buy
22,110
+23
+0.1% +$981 0.19% 95
2018
Q2 		$906K Hold
22,087
– – 0.19% 95
2018
Q1 		$922K Sell
22,087
-250
-1% -$10.9K 0.2% 99
2017
Q4 		$956K Hold
22,337
– – 0.2% 95
2017
Q3 		$908K Hold
22,337
– – 0.21% 94
2017
Q2 		$965K Hold
22,337
– – 0.23% 92
2017
Q1 		$962K Sell
22,337
-465
-2% -$20.6K 0.23% 93
2016
Q4 		$1.01M Sell
22,802
-400
-2% -$17.2K 0.26% 85
2016
Q3 		$1.02M Hold
23,202
– – 0.27% 80
2016
Q2 		$1.06M Buy
23,202
+45
+0.2% +$1.96K 0.3% 75
2016
Q1 		$980K Buy
23,157
+400
+2% +$16.3K 0.29% 84
2015
Q4 		$1.02M Sell
22,757
-150
-0.7% -$6.71K 0.31% 78
2015
Q3 		$959K Hold
22,907
– – 0.32% 76
2015
Q2 		$942K Sell
22,907
-400
-2% -$15.7K 0.3% 76
2015
Q1 		$841K Sell
23,307
-1,500
-6% -$54.2K 0.28% 80
2014
Q4 		$901K Sell
24,807
-625
-2% -$22.7K 0.28% 87
2014
Q3 		$871K Sell
25,432
-900
-3% -$32.8K 0.28% 87
2014
Q2 		$990K Buy
26,332
+116
+0.4% +$4.24K 0.32% 80
2014
Q1 		$906K Sell
26,216
-775
-3% -$26.5K 0.31% 79
2013
Q4 		$953K Buy
26,991
+102
+0.4% +$3.39K 0.34% 76
2013
Q3 		$845K Buy
26,889
+1,500
+6% +$46.5K 0.33% 74
2013
Q2 		$724K Buy
+25,389
New +$772K 0.31% 77

Other funds holding MDLZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beese Fulmer Investment Management's MDLZ Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its Mondelez International (MDLZ) stake by 60% in Q1 2026, selling an estimated $1.48M and leaving 17,321 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #148.

Beese Fulmer Investment Management first reported a position in MDLZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.76M in Q2 2021. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Beese Fulmer Investment Management held 17,321 shares of Mondelez International worth $1.01M as of Q1 2026.
  • Beese Fulmer Investment Management sold 25,553 Mondelez International shares in Q1 2026, an estimated $1.48M.
  • Mondelez International made up 0.06% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #148 holding.
  • Beese Fulmer Investment Management first reported a position in Mondelez International in Q2 2013 and has held it in 52 quarters since.
  • Beese Fulmer Investment Management's Mondelez International position peaked at $1.76M in Q2 2021.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.