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Cassaday & Co Wealth Management’s Mondelez International MDLZ Stock Holding History

Cassaday & Co 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 		$365K Sell
6,315
-440
-7% -$26.5K 0.01% 269
2026
Q1 		$389K Sell
6,755
-751
-10% -$43.5K 0.01% 251
2025
Q4 		$404K Sell
7,506
-2
-0% -$115 0.01% 244
2025
Q3 		$469K Buy
7,508
+1
+0% +$64 0.01% 220
2025
Q2 		$506K Buy
7,507
+578
+8% +$38.6K 0.01% 208
2025
Q1 		$470K Buy
6,929
+322
+5% +$19.8K 0.01% 207
2024
Q4 		$395K Sell
6,607
-445
-6% -$29.4K 0.01% 215
2024
Q3 		$520K Sell
7,052
-58
-0.8% -$4.08K 0.01% 180
2024
Q2 		$465K Buy
7,110
+119
+2% +$8.16K 0.01% 181
2024
Q1 		$489K Sell
6,991
-173
-2% -$12.6K 0.02% 172
2023
Q4 		$519K Hold
7,164
– – 0.02% 161
2023
Q3 		$497K Buy
7,164
+61
+0.9% +$4.4K 0.02% 152
2023
Q2 		$518K Sell
7,103
-241
-3% -$17.8K 0.02% 151
2023
Q1 		$512K Buy
7,344
+240
+3% +$15.9K 0.02% 151
2022
Q4 		$473K Buy
+7,104
New +$449K 0.02% 150

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cassaday & Co Wealth Management's MDLZ Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Mondelez International (MDLZ) stake by 6.5% in Q2 2026, selling an estimated $26.5K and leaving 6,315 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #269.

Cassaday & Co Wealth Management first reported a position in MDLZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $520K in Q3 2024. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Cassaday & Co Wealth Management held 6,315 shares of Mondelez International worth $365K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 440 Mondelez International shares in Q2 2026, an estimated $26.5K.
  • Mondelez International made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #269 holding.
  • Cassaday & Co Wealth Management first reported a position in Mondelez International in Q4 2022 and has held it in 15 quarters since.
  • Cassaday & Co Wealth Management's Mondelez International position peaked at $520K in Q3 2024.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.