Herold Advisors’s Mondelez International MDLZ Stock Holding History

Herold Advisors’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	$292K	Buy	5,054 +200	+4%	+$12.3K	0.06%	222
2026 Q2	$280K	Sell	4,854 -41	-0.8%	-$2.47K	0.06%	234
2026 Q1	$282K	Sell	4,895 -200	-4%	-$11.6K	0.06%	223
2025 Q4	$274K	Buy	5,095 +1,795	+54%	+$103K	0.06%	216
2025 Q3	$206K	Hold	3,300	–	–	0.05%	235
2025 Q2	$223K	Hold	3,300	–	–	0.05%	282
2025 Q1	$224K	Sell	3,300 -252	-7%	-$15.5K	0.05%	249
2024 Q4	$212K	Buy	3,552 +252	+8%	+$16.7K	0.05%	259
2024 Q3	$243K	Hold	3,300	–	–	0.05%	241
2024 Q2	$216K	Hold	3,300	–	–	0.05%	243
2024 Q1	$231K	Buy	3,300 +300	+10%	+$21.9K	0.06%	240
2023 Q4	$217K	Hold	3,000	–	–	0.06%	227
2023 Q3	$208K	Hold	3,000	–	–	0.06%	231
2023 Q2	$219K	Hold	3,000	–	–	0.07%	225
2023 Q1	$209K	Buy	+3,000	New	+$199K	0.07%	218
2022 Q2	–	Sell	-3,000	Closed	-$188K	–	466
2022 Q1	$188K	Buy	+3,000	New	+$195K	0.07%	206
2021 Q4	–	Sell	-3,000	Closed	-$174K	–	454
2021 Q3	$174K	Buy	+3,000	New	+$187K	0.07%	216

Other funds holding MDLZ

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Herold Advisors's MDLZ Position: Q3 2026 in Review

Herold Advisors increased its Mondelez International (MDLZ) stake by 4.1% in Q3 2026, buying an estimated $12.3K and bringing the position to 5,054 shares worth $292K. The position accounts for 0.06% of the portfolio, ranked #222.

Herold Advisors first reported a position in MDLZ in Q3 2021 and has held it in 17 quarters since. 503 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

Herold Advisors held 5,054 shares of Mondelez International worth $292K as of Q3 2026.
Herold Advisors bought 200 Mondelez International shares in Q3 2026, an estimated $12.3K.
Mondelez International made up 0.06% of Herold Advisors's portfolio in Q3 2026, its #222 holding.
Herold Advisors first reported a position in Mondelez International in Q3 2021 and has held it in 17 quarters since.
503 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.