IMA Advisory Services’s Mondelez International MDLZ Stock Holding History

IMA Advisory Services’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	$479	Buy	+8	New	+$482	﹤0.01%	1273
2025 Q3	–	Sell	-12	Closed	-$815	–	566
2025 Q2	$815	Buy	+12	New	+$801	﹤0.01%	362
2023 Q1	–	Sell	-10	Closed	-$679	–	328
2022 Q4	$679	Hold	10	–	–	﹤0.01%	313
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	313
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	314
2022 Q1	$1K	Buy	+10	New	+$651	﹤0.01%	295
2019 Q4	–	Sell	-1,245	Closed	-$69K	–	282
2019 Q3	$69K	Hold	1,245	–	–	0.03%	144
2019 Q2	$67K	Sell	1,245 -276	-18%	-$14.3K	0.03%	142
2019 Q1	$76K	Buy	1,521 +276	+22%	+$12.7K	0.03%	141
2018 Q4	$50K	Hold	1,245	–	–	0.02%	155
2018 Q3	$53K	Hold	1,245	–	–	0.02%	154
2018 Q2	$51K	Buy	+1,245	New	+$50K	0.02%	162
2015 Q1	–	Sell	-16,675	Closed	-$606K	–	153
2014 Q4	$606K	Sell	16,675 -390	-2%	-$14.2K	0.31%	77
2014 Q3	$585K	Buy	17,065 +1,280	+8%	+$46.6K	0.28%	93
2014 Q2	$594K	Buy	+15,785	New	+$577K	0.27%	94

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

IMA Advisory Services's MDLZ Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Mondelez International (MDLZ) in Q2 2026: 8 shares worth $479. The stake represents ﹤0.01% of the portfolio and ranks #1273 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in MDLZ as recently as Q2 2025.

IMA Advisory Services first reported a position in MDLZ in Q2 2014 and has held it in 15 quarters since. The position peaked at $606K in Q4 2014. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

IMA Advisory Services held 8 shares of Mondelez International worth $479 as of Q2 2026.
Mondelez International was a new IMA Advisory Services position in Q2 2026.
Mondelez International made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1273 holding.
IMA Advisory Services first reported a position in Mondelez International in Q2 2014 and has held it in 15 quarters since.
IMA Advisory Services's Mondelez International position peaked at $606K in Q4 2014.
1,898 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.