Kelleher Financial Advisors’s Mondelez International MDLZ Stock Holding History

Kelleher Financial 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 Q2	$116K	Buy	1,998 +999	+100%	+$60.2K	0.02%	354
2026 Q1	$57.6K	Hold	999	–	–	0.01%	357
2025 Q4	$53.8K	Hold	999	–	–	0.01%	393
2025 Q3	$62.4K	Buy	+999	New	+$64.4K	0.02%	317
2017 Q1	–	Sell	-13,771	Closed	-$610K	–	112
2016 Q4	$610K	Buy	13,771 +500	+4%	+$21.5K	0.34%	67
2016 Q3	$582K	Hold	13,271	–	–	0.33%	64
2016 Q2	$603K	Sell	13,271 -75	-0.6%	-$3.27K	0.37%	63
2016 Q1	$535K	Buy	13,346 +375	+3%	+$15.3K	0.3%	80
2015 Q4	$581K	Hold	12,971	–	–	0.39%	61
2015 Q3	$543K	Sell	12,971 -724	-5%	-$31.2K	0.36%	64
2015 Q2	$563K	Hold	13,695	–	–	0.32%	64
2015 Q1	$494K	Sell	13,695 -725	-5%	-$26.2K	0.27%	67
2014 Q4	$523K	Hold	14,420	–	–	0.28%	65
2014 Q3	$508K	Hold	14,420	–	–	0.28%	69
2014 Q2	$542K	Hold	14,420	–	–	0.28%	65
2014 Q1	$498K	Hold	14,420	–	–	0.27%	67
2013 Q4	$509K	Hold	14,420	–	–	0.26%	67
2013 Q3	$453K	Hold	14,420	–	–	0.26%	65
2013 Q2	$411K	Buy	+14,420	New	+$439K	0.25%	68

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 $3.38T AUM 44.17% 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

Kelleher Financial Advisors's MDLZ Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Mondelez International (MDLZ) stake by 100% in Q2 2026, buying an estimated $60.2K and bringing the position to 1,998 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #354.

Kelleher Financial Advisors first reported a position in MDLZ in Q2 2013 and has held it in 19 quarters since. The position peaked at $610K in Q4 2016. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Kelleher Financial Advisors held 1,998 shares of Mondelez International worth $116K as of Q2 2026.
Kelleher Financial Advisors bought 999 Mondelez International shares in Q2 2026, an estimated $60.2K.
Mondelez International made up 0.02% of Kelleher Financial Advisors's portfolio in Q2 2026, its #354 holding.
Kelleher Financial Advisors first reported a position in Mondelez International in Q2 2013 and has held it in 19 quarters since.
Kelleher Financial Advisors's Mondelez International position peaked at $610K in Q4 2016.
1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.