JFS Wealth Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $131K | Buy |
2,260
+15
| +0.7% | +$904 | 0.01% | 392 |
|
|
2026
Q1 | $130K | Sell |
2,245
-339
| -13% | -$19.6K | 0.01% | 386 |
|
|
2025
Q4 | $139K | Sell |
2,584
-162
| -6% | -$9.33K | 0.01% | 359 |
|
|
2025
Q3 | $172K | Buy |
2,746
+515
| +23% | +$33.2K | 0.01% | 342 |
|
|
2025
Q2 | $150K | Sell |
2,231
-285
| -11% | -$19K | 0.01% | 324 |
|
|
2025
Q1 | $171K | Buy |
2,516
+295
| +13% | +$18.2K | 0.01% | 319 |
|
|
2024
Q4 | $133K | Sell |
2,221
-667
| -23% | -$44.1K | 0.01% | 331 |
|
|
2024
Q3 | $213K | Buy |
2,888
+2
| +0.1% | +$141 | 0.01% | 283 |
|
|
2024
Q2 | $189K | Sell |
2,886
-215
| -7% | -$14.8K | 0.01% | 247 |
|
|
2024
Q1 | $217K | Sell |
3,101
-214
| -6% | -$15.6K | 0.02% | 236 |
|
|
2023
Q4 | $240K | Buy |
3,315
+415
| +14% | +$28.4K | 0.02% | 213 |
|
|
2023
Q3 | $201K | Buy |
2,900
+537
| +23% | +$38.7K | 0.02% | 222 |
|
|
2023
Q2 | $172K | Hold |
2,363
| – | – | 0.02% | 233 |
|
|
2023
Q1 | $165K | Sell |
2,363
-9
| -0.4% | -$596 | 0.02% | 235 |
|
|
2022
Q4 | $158K | Sell |
2,372
-70
| -3% | -$4.43K | 0.02% | 234 |
|
|
2022
Q3 | $134K | Sell |
2,442
-316
| -11% | -$19.6K | 0.01% | 256 |
|
|
2022
Q2 | $171K | Buy |
2,758
+27
| +1% | +$1.71K | 0.02% | 232 |
|
|
2022
Q1 | $171K | Sell |
2,731
-112
| -4% | -$7.29K | 0.02% | 241 |
|
|
2021
Q4 | $189K | Sell |
2,843
-1,159
| -29% | -$71.5K | 0.02% | 230 |
|
|
2021
Q3 | $233K | Buy |
4,002
+2,998
| +299% | +$187K | 0.02% | 207 |
|
|
2021
Q2 | $63K | Buy |
1,004
+143
| +17% | +$8.81K | 0.01% | 253 |
|
|
2021
Q1 | $50K | Hold |
861
| – | – | 0.01% | 253 |
|
|
2020
Q4 | $50K | Hold |
861
| – | – | 0.01% | 247 |
|
|
2020
Q3 | $49K | Hold |
861
| – | – | 0.01% | 241 |
|
|
2020
Q2 | $44K | Sell |
861
-519
| -38% | -$26.7K | 0.01% | 240 |
|
|
2020
Q1 | $69K | Hold |
1,380
| – | – | 0.02% | 200 |
|
|
2019
Q4 | $76K | Hold |
1,380
| – | – | 0.02% | 214 |
|
|
2019
Q3 | $76K | Sell |
1,380
-69
| -5% | -$3.77K | 0.02% | 210 |
|
|
2019
Q2 | $78K | Hold |
1,449
| – | – | 0.02% | 206 |
|
|
2019
Q1 | $72K | Hold |
1,449
| – | – | 0.02% | 205 |
|
|
2018
Q4 | $58K | Sell |
1,449
-604
| -29% | -$25.7K | 0.02% | 215 |
|
|
2018
Q3 | $88K | Buy |
2,053
+250
| +14% | +$10.7K | 0.02% | 205 |
|
|
2018
Q2 | $74K | Hold |
1,803
| – | – | 0.02% | 213 |
|
|
2018
Q1 | $75K | Hold |
1,803
| – | – | 0.02% | 215 |
|
|
2017
Q4 | $77K | Hold |
1,803
| – | – | 0.02% | 217 |
|
|
2017
Q3 | $73K | Buy |
1,803
+519
| +40% | +$22K | 0.02% | 206 |
|
|
2017
Q2 | $55K | Hold |
1,284
| – | – | 0.02% | 215 |
|
|
2017
Q1 | $57K | Hold |
1,284
| – | – | 0.02% | 215 |
|
|
2016
Q4 | $57K | Hold |
1,284
| – | – | 0.02% | 215 |
|
|
2016
Q3 | $56K | Hold |
1,284
| – | – | 0.02% | 228 |
|
|
2016
Q2 | $58K | Sell |
1,284
-72
| -5% | -$3.14K | 0.02% | 242 |
|
|
2016
Q1 | $54K | Buy |
1,356
+872
| +180% | +$35.5K | 0.02% | 229 |
|
|
2015
Q4 | $22K | Hold |
484
| – | – | 0.01% | 318 |
|
|
2015
Q3 | $20K | Sell |
484
-263
| -35% | -$11.3K | 0.01% | 273 |
|
|
2015
Q2 | $31K | Sell |
747
-2
| -0.3% | -$78 | 0.02% | 222 |
|
|
2015
Q1 | $27K | Sell |
749
-210
| -22% | -$7.59K | 0.01% | 244 |
|
|
2014
Q4 | $35K | Buy |
959
+261
| +37% | +$9.5K | 0.01% | 224 |
|
|
2014
Q3 | $24K | Sell |
698
-2
| -0.3% | -$73 | ﹤0.01% | 244 |
|
|
2014
Q2 | $26K | Buy |
+700
| New | +$25.6K | ﹤0.01% | 239 |
|
Other funds holding MDLZ
JFS Wealth Advisors's MDLZ Position: Q2 2026 in Review
JFS Wealth Advisors increased its Mondelez International (MDLZ) stake by 0.67% in Q2 2026, buying an estimated $904 and bringing the position to 2,260 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #392.
JFS Wealth Advisors first reported a position in MDLZ in Q2 2014 and has held it in 49 quarters since. The position peaked at $240K in Q4 2023. 1,895 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.
- JFS Wealth Advisors held 2,260 shares of Mondelez International worth $131K as of Q2 2026.
- JFS Wealth Advisors bought 15 Mondelez International shares in Q2 2026, an estimated $904.
- Mondelez International made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #392 holding.
- JFS Wealth Advisors first reported a position in Mondelez International in Q2 2014 and has held it in 49 quarters since.
- JFS Wealth Advisors's Mondelez International position peaked at $240K in Q4 2023.
- 1,895 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.