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Fingerlakes Wealth Management’s Mondelez International MDLZ Stock Holding History

Fingerlakes 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 		$234K Buy
4,053
+105
+3% +$6.33K 0.13% 90
2026
Q1 		$228K Sell
3,948
-936
-19% -$54.2K 0.15% 90
2025
Q4 		$263K Sell
4,884
-158
-3% -$9.1K 0.17% 83
2025
Q3 		$315K Buy
5,042
+35
+0.7% +$2.26K 0.21% 78
2025
Q2 		$338K Buy
5,007
+34
+0.7% +$2.27K 0.25% 75
2025
Q1 		$337K Sell
4,973
-343
-6% -$21.1K 0.29% 69
2024
Q4 		$318K Buy
5,316
+5
+0.1% +$331 0.26% 72
2024
Q3 		$391K Sell
5,311
-122
-2% -$8.57K 0.33% 66
2024
Q2 		$356K Buy
5,433
+34
+0.6% +$2.33K 0.32% 64
2024
Q1 		$378K Sell
5,399
-3
-0.1% -$219 0.36% 63
2023
Q4 		$391K Sell
5,402
-509
-9% -$34.9K 0.42% 60
2023
Q3 		$410K Buy
5,911
+32
+0.5% +$2.31K 0.5% 54
2023
Q2 		$429K Sell
5,879
-167
-3% -$12.3K 0.49% 56
2023
Q1 		$422K Buy
6,046
+35
+0.6% +$2.32K 0.53% 54
2022
Q4 		$401K Sell
6,011
-90
-1% -$5.69K 0.55% 54
2022
Q3 		$335K Sell
6,101
-437
-7% -$27.1K 0.49% 64
2022
Q2 		$406K Sell
6,538
-93
-1% -$5.88K 0.56% 58
2022
Q1 		$416K Sell
6,631
-89
-1% -$5.79K 0.49% 61
2021
Q4 		$446K Buy
+6,720
New +$415K 0.5% 57

Other funds holding MDLZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
LT
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Fingerlakes Wealth Management's MDLZ Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its Mondelez International (MDLZ) stake by 2.7% in Q2 2026, buying an estimated $6.33K and bringing the position to 4,053 shares worth $234K. The position accounts for 0.13% of the portfolio, ranked #90.

Fingerlakes Wealth Management first reported a position in MDLZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $446K in Q4 2021. 555 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Fingerlakes Wealth Management held 4,053 shares of Mondelez International worth $234K as of Q2 2026.
  • Fingerlakes Wealth Management bought 105 Mondelez International shares in Q2 2026, an estimated $6.33K.
  • Mondelez International made up 0.13% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Fingerlakes Wealth Management first reported a position in Mondelez International in Q4 2021 and has held it in 19 quarters since.
  • Fingerlakes Wealth Management's Mondelez International position peaked at $446K in Q4 2021.
  • 555 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.