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Lakeshore Financial Planning’s Mondelez International MDLZ Stock Holding History

Lakeshore Financial Planning’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 		– Sell
-3,649
Closed -$210K – 96
2026
Q1 		$210K Sell
3,649
-126
-3% -$7.3K 0.08% 81
2025
Q4 		$203K Sell
3,775
-544
-13% -$31.3K 0.07% 83
2025
Q3 		$270K Sell
4,319
-276
-6% -$17.8K 0.1% 63
2025
Q2 		$310K Buy
4,595
+2
+0% +$133 0.12% 50
2025
Q1 		$312K Sell
4,593
-1,444
-24% -$89K 0.13% 48
2024
Q4 		$361K Sell
6,037
-32
-0.5% -$2.12K 0.15% 43
2024
Q3 		$447K Hold
6,069
– – 0.2% 36
2024
Q2 		$397K Buy
6,069
+1
+0% +$69 0.19% 36
2024
Q1 		$425K Sell
6,068
-133
-2% -$9.71K 0.22% 35
2023
Q4 		$449K Sell
6,201
-66
-1% -$4.52K 0.25% 29
2023
Q3 		$435K Buy
+6,267
New +$452K 0.25% 33

Other funds holding MDLZ

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Lakeshore Financial Planning's MDLZ Position: Q2 2026 in Review

Lakeshore Financial Planning sold out of Mondelez International (MDLZ) in Q2 2026, closing a stake of 3,649 shares — an estimated $210K sold.

Lakeshore Financial Planning first reported a position in MDLZ in Q3 2023 and held it in 11 quarters. The position peaked at $449K in Q4 2023. 609 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Lakeshore Financial Planning reported no remaining Mondelez International position as of Q2 2026 after selling out during the quarter.
  • Lakeshore Financial Planning sold 3,649 Mondelez International shares in Q2 2026, an estimated $210K.
  • Lakeshore Financial Planning first reported a position in Mondelez International in Q3 2023 and held it in 11 quarters.
  • Lakeshore Financial Planning's Mondelez International position peaked at $449K in Q4 2023.
  • 609 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.