Heritage Wealth Management (Ohio)’s Mondelez International MDLZ Stock Holding History

Heritage Wealth Management (Ohio)’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	$940K	Buy	+16,253	New	+$979K	0.23%	108
2026 Q1	–	Sell	-18,565	Closed	-$999K	–	208
2025 Q4	$999K	Sell	18,565 -350	-2%	-$20.2K	0.28%	87
2025 Q3	$1.18M	Buy	18,915 +50	+0.3%	+$3.23K	0.35%	75
2025 Q2	$1.27M	Sell	18,865 -794	-4%	-$53K	0.41%	64
2025 Q1	$1.33M	Sell	19,659 -100	-0.5%	-$6.16K	0.45%	56
2024 Q4	$1.18M	Sell	19,759 -200	-1%	-$13.2K	0.39%	67
2024 Q3	$1.47M	Sell	19,959 -1,144	-5%	-$80.4K	0.48%	52
2024 Q2	$1.41M	Buy	+21,103	New	+$1.45M	0.47%	55

Other funds holding MDLZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s MDLZ Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Mondelez International (MDLZ) in Q2 2026: 16,253 shares worth $940K. The stake represents 0.23% of the portfolio and ranks #108 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in MDLZ as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in MDLZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q3 2024. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Heritage Wealth Management (Ohio) held 16,253 shares of Mondelez International worth $940K as of Q2 2026.
Mondelez International was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Mondelez International made up 0.23% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #108 holding.
Heritage Wealth Management (Ohio) first reported a position in Mondelez International in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Mondelez International position peaked at $1.47M in Q3 2024.
1,898 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.