Investmark Advisory Group’s Mondelez International MDLZ Stock Holding History

Investmark Advisory Group’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	$388K	Sell	6,710 -4,479	-40%	-$270K	0.15%	99
2026 Q1	$645K	Buy	11,189 +4,479	+67%	+$259K	0.28%	66
2025 Q4	$361K	Sell	6,710 -1,000	-13%	-$57.6K	0.15%	93
2025 Q3	$482K	Hold	7,710	–	–	0.21%	78
2025 Q2	$520K	Hold	7,710	–	–	0.24%	71
2025 Q1	$523K	Buy	+7,710	New	+$475K	0.26%	64
2024 Q4	–	Sell	-12,006	Closed	-$885K	–	122
2024 Q3	$885K	Buy	+12,006	New	+$844K	0.43%	47
2022 Q1	–	Sell	-863	Closed	-$57K	–	260
2021 Q4	$57K	Buy	+863	New	+$53.3K	0.05%	155

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

Investmark Advisory Group's MDLZ Position: Q2 2026 in Review

Investmark Advisory Group reduced its Mondelez International (MDLZ) stake by 40% in Q2 2026, selling an estimated $270K and leaving 6,710 shares worth $388K. The position accounts for 0.15% of the portfolio, ranked #99.

Investmark Advisory Group first reported a position in MDLZ in Q4 2021 and has held it in 8 quarters since. The position peaked at $885K in Q3 2024. 1,900 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Investmark Advisory Group held 6,710 shares of Mondelez International worth $388K as of Q2 2026.
Investmark Advisory Group sold 4,479 Mondelez International shares in Q2 2026, an estimated $270K.
Mondelez International made up 0.15% of Investmark Advisory Group's portfolio in Q2 2026, its #99 holding.
Investmark Advisory Group first reported a position in Mondelez International in Q4 2021 and has held it in 8 quarters since.
Investmark Advisory Group's Mondelez International position peaked at $885K in Q3 2024.
1,900 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.