Everhart Financial Group’s Mondelez International MDLZ Stock Holding History

Everhart Financial Group’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	$289K	Buy	4,997 +664	+15%	+$40K	0.02%	381
2026 Q1	$250K	Buy	+4,333	New	+$251K	0.02%	397
2025 Q4	–	Sell	-4,624	Closed	-$289K	–	433
2025 Q3	$289K	Buy	4,624 +1,380	+43%	+$89K	0.03%	319
2025 Q2	$219K	Buy	+3,244	New	+$216K	0.03%	324
2022 Q4	–	Sell	-3,819	Closed	-$210K	–	215
2022 Q3	$210K	Buy	3,819 +41	+1%	+$2.55K	0.12%	180
2022 Q2	$235K	Buy	+3,778	New	+$239K	0.14%	151

Other funds holding MDLZ

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Everhart Financial Group's MDLZ Position: Q2 2026 in Review

Everhart Financial Group increased its Mondelez International (MDLZ) stake by 15% in Q2 2026, buying an estimated $40K and bringing the position to 4,997 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #381.

Everhart Financial Group first reported a position in MDLZ in Q2 2022 and has held it in 6 quarters since. 349 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Everhart Financial Group held 4,997 shares of Mondelez International worth $289K as of Q2 2026.
Everhart Financial Group bought 664 Mondelez International shares in Q2 2026, an estimated $40K.
Mondelez International made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #381 holding.
Everhart Financial Group first reported a position in Mondelez International in Q2 2022 and has held it in 6 quarters since.
349 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.