Fiduciary Alliance
MDLZ icon

Fiduciary Alliance’s Mondelez International MDLZ Stock Holding History

Fiduciary Alliance’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 		$435K Buy
7,525
+1,052
+16% +$64.7K 0.03% 341
2026
Q2 		$374K Sell
6,473
-541
-8% -$32.6K 0.03% 404
2026
Q1 		$397K Sell
7,014
-413
-6% -$23.9K 0.02% 399
2025
Q4 		$400K Sell
7,427
-347
-4% -$20K 0.03% 369
2025
Q3 		$486K Sell
7,774
-389
-5% -$25.1K 0.03% 350
2025
Q2 		$551K Buy
8,163
+1,100
+16% +$73.4K 0.04% 313
2025
Q1 		$479K Sell
7,063
-98,991
-93% -$6.1M 0.05% 262
2024
Q4 		$6.33M Sell
106,054
-32,182
-23% -$2.13M 0.64% 43
2024
Q3 		$10.2M Sell
138,236
-22,874
-14% -$1.61M 1.35% 15
2024
Q2 		$10.6M Sell
161,110
-35,304
-18% -$2.42M 1.73% 11
2024
Q1 		$13.7M Sell
196,414
-9,840
-5% -$718K 2.42% 8
2023
Q4 		$14.9M Buy
206,254
+6,940
+3% +$476K 2.94% 8
2023
Q3 		$13.8M Buy
199,314
+5,643
+3% +$407K 3.2% 7
2023
Q2 		$14.1M Buy
193,671
+12,575
+7% +$929K 3.03% 7
2023
Q1 		$12.6M Buy
181,096
+12,442
+7% +$824K 3.17% 7
2022
Q4 		$11.2M Buy
+168,654
New +$10.7M 2.91% 9

Other funds holding MDLZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fiduciary Alliance's MDLZ Position: Q3 2026 in Review

Fiduciary Alliance increased its Mondelez International (MDLZ) stake by 16% in Q3 2026, buying an estimated $64.7K and bringing the position to 7,525 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #341.

Fiduciary Alliance first reported a position in MDLZ in Q4 2022 and has held it in 16 quarters since. The position peaked at $14.9M in Q4 2023. 1,215 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • Fiduciary Alliance held 7,525 shares of Mondelez International worth $435K as of Q3 2026.
  • Fiduciary Alliance bought 1,052 Mondelez International shares in Q3 2026, an estimated $64.7K.
  • Mondelez International made up 0.03% of Fiduciary Alliance's portfolio in Q3 2026, its #341 holding.
  • Fiduciary Alliance first reported a position in Mondelez International in Q4 2022 and has held it in 16 quarters since.
  • Fiduciary Alliance's Mondelez International position peaked at $14.9M in Q4 2023.
  • 1,215 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.