KFI
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Key Financial Inc’s Mondelez International MDLZ Stock Holding History

Key Financial Inc’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 		$760K Buy
13,143
+4
+0% +$241 0.12% 142
2026
Q1 		$757K Sell
13,139
-306
-2% -$17.7K 0.13% 143
2025
Q4 		$724K Sell
13,445
-23
-0.2% -$1.32K 0.13% 138
2025
Q3 		$851K Buy
13,468
+5
+0% +$322 0.16% 118
2025
Q2 		$908K Buy
13,463
+3
+0% +$200 0.18% 106
2025
Q1 		$913K Sell
13,460
-1,069
-7% -$65.9K 0.2% 92
2024
Q4 		$868K Sell
14,529
-197
-1% -$13K 0.2% 97
2024
Q3 		$1.08M Buy
14,726
+11
+0.1% +$773 0.24% 74
2024
Q2 		$963K Buy
14,715
+1,084
+8% +$74.4K 0.23% 75
2024
Q1 		$954K Buy
13,631
+3
+0% +$219 0.24% 74
2023
Q4 		$987K Buy
13,628
+3
+0% +$206 0.27% 71
2023
Q3 		$946K Buy
13,625
+2
+0% +$144 0.32% 63
2023
Q2 		$994K Buy
13,623
+111
+0.8% +$8.2K 0.33% 62
2023
Q1 		$942K Buy
13,512
+5
+0% +$331 0.34% 57
2022
Q4 		$741K Hold
13,507
– – 0.35% 55
2022
Q3 		$741K Buy
13,507
+9,867
+271% +$613K 0.35% 55
2022
Q2 		$230K Buy
3,640
+110
+3% +$6.95K 0.12% 132
2022
Q1 		$222K Buy
3,530
+2
+0.1% +$130 0.11% 148
2021
Q4 		$234K Buy
3,528
+2
+0.1% +$123 0.12% 136
2021
Q3 		$205K Hold
3,526
– – 0.12% 145
2021
Q2 		$223K Buy
3,526
+104
+3% +$6.41K 0.12% 143
2021
Q1 		$200K Buy
3,422
+141
+4% +$7.96K 0.13% 139
2020
Q4 		$192K Buy
+3,281
New +$188K 0.14% 125
2020
Q2 		– Sell
-3,074
Closed -$157K – 406
2020
Q1 		$157K Buy
+3,074
New +$167K 0.16% 111

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Key Financial Inc's MDLZ Position: Q2 2026 in Review

Key Financial Inc increased its Mondelez International (MDLZ) stake by 0.03% in Q2 2026, buying an estimated $241 and bringing the position to 13,143 shares worth $760K. The position accounts for 0.12% of the portfolio, ranked #142.

Key Financial Inc first reported a position in MDLZ in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.08M in Q3 2024. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Key Financial Inc held 13,143 shares of Mondelez International worth $760K as of Q2 2026.
  • Key Financial Inc bought 4 Mondelez International shares in Q2 2026, an estimated $241.
  • Mondelez International made up 0.12% of Key Financial Inc's portfolio in Q2 2026, its #142 holding.
  • Key Financial Inc first reported a position in Mondelez International in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's Mondelez International position peaked at $1.08M in Q3 2024.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.