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Coastline Trust’s Mondelez International MDLZ Stock Holding History

Coastline Trust’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 		$7.23K Hold
125
– – ﹤0.01% 327
2026
Q2 		$7.23K Sell
125
-42
-25% -$2.53K ﹤0.01% 377
2026
Q1 		$9.63K Buy
167
+67
+67% +$3.88K ﹤0.01% 364
2025
Q4 		$5.38K Sell
100
-100
-50% -$5.76K ﹤0.01% 375
2025
Q3 		$12.5K Hold
200
– – ﹤0.01% 338
2025
Q2 		$13.5K Hold
200
– – ﹤0.01% 331
2025
Q1 		$13.6K Sell
200
-269
-57% -$16.6K ﹤0.01% 329
2024
Q4 		$28K Sell
469
-809
-63% -$53.5K ﹤0.01% 314
2024
Q3 		$94.2K Buy
+1,278
New +$89.8K 0.01% 252
2022
Q1 		– Sell
-4,002
Closed -$266K – 331
2021
Q4 		$266K Sell
4,002
-100
-2% -$6.17K 0.03% 305
2021
Q3 		$239K Sell
4,102
-6,510
-61% -$405K 0.03% 309
2021
Q2 		$662K Sell
10,612
-310
-3% -$19.1K 0.08% 223
2021
Q1 		$639K Sell
10,922
-25
-0.2% -$1.41K 0.08% 226
2020
Q4 		$640K Buy
10,947
+1,580
+17% +$90.3K 0.09% 229
2020
Q3 		$538K Hold
9,367
– – 0.08% 235
2020
Q2 		$479K Hold
9,367
– – 0.08% 237
2020
Q1 		$469K Sell
9,367
-50
-0.5% -$2.71K 0.08% 234
2019
Q4 		$519K Sell
9,417
-5,725
-38% -$306K 0.07% 250
2019
Q3 		$838K Buy
15,142
+7,720
+104% +$422K 0.12% 214
2019
Q2 		$400K Sell
7,422
-470
-6% -$24.4K 0.06% 265
2019
Q1 		$394K Hold
7,892
– – 0.06% 262
2018
Q4 		$316K Hold
7,892
– – 0.05% 260
2018
Q3 		$339K Sell
7,892
-672
-8% -$28.7K 0.05% 284
2018
Q2 		$351K Sell
8,564
-405
-5% -$16.3K 0.05% 280
2018
Q1 		$374K Hold
8,969
– – 0.06% 271
2017
Q4 		$384K Buy
+8,969
New +$377K 0.06% 259
2015
Q1 		– Sell
-7,054
Closed -$257K – 268
2014
Q4 		$257K Buy
+7,054
New +$257K 0.05% 251

Other funds holding MDLZ

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Coastline Trust's MDLZ Position: Q3 2026 in Review

Coastline Trust held its Mondelez International (MDLZ) position steady in Q3 2026 at 125 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Coastline Trust first reported a position in MDLZ in Q4 2014 and has held it in 27 quarters since. The position peaked at $838K in Q3 2019. 89 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • Coastline Trust held 125 shares of Mondelez International worth $7.23K as of Q3 2026.
  • Coastline Trust left its Mondelez International share count unchanged in Q3 2026.
  • Mondelez International made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #327 holding.
  • Coastline Trust first reported a position in Mondelez International in Q4 2014 and has held it in 27 quarters since.
  • Coastline Trust's Mondelez International position peaked at $838K in Q3 2019.
  • 89 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.