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Lakeside Advisors’s Mondelez International MDLZ Stock Holding History

Lakeside 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 		$328K Hold
5,678
– – 0.21% 55
2026
Q1 		$327K Hold
5,678
– – 0.22% 53
2025
Q4 		$306K Buy
5,678
+815
+17% +$46.9K 0.2% 53
2025
Q3 		$304K Sell
4,863
-400
-8% -$25.8K 0.19% 53
2025
Q2 		$355K Sell
5,263
-200
-4% -$13.3K 0.23% 48
2025
Q1 		$371K Sell
5,463
-350
-6% -$21.6K 0.25% 48
2024
Q4 		$347K Sell
5,813
-350
-6% -$23.1K 0.23% 50
2024
Q3 		$454K Hold
6,163
– – 0.29% 44
2024
Q2 		$403K Hold
6,163
– – 0.26% 46
2024
Q1 		$431K Sell
6,163
-200
-3% -$14.6K 0.28% 43
2023
Q4 		$461K Buy
6,363
+70
+1% +$4.8K 0.32% 40
2023
Q3 		$437K Sell
6,293
-400
-6% -$28.8K 0.34% 39
2023
Q2 		$488K Hold
6,693
– – 0.36% 38
2023
Q1 		$467K Sell
6,693
-1,000
-13% -$66.2K 0.36% 37
2022
Q4 		$513K Sell
7,693
-350
-4% -$22.1K 0.42% 36
2022
Q3 		$441K Hold
8,043
– – 0.39% 37
2022
Q2 		$499K Buy
8,043
+400
+5% +$25.3K 0.42% 35
2022
Q1 		$480K Sell
7,643
-400
-5% -$26K 0.36% 35
2021
Q4 		$533K Buy
+8,043
New +$496K 0.39% 34

Other funds holding MDLZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lakeside Advisors's MDLZ Position: Q2 2026 in Review

Lakeside Advisors held its Mondelez International (MDLZ) position steady in Q2 2026 at 5,678 shares worth $328K. The position accounts for 0.21% of the portfolio, ranked #55.

Lakeside Advisors first reported a position in MDLZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $533K in Q4 2021. 1,012 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Lakeside Advisors held 5,678 shares of Mondelez International worth $328K as of Q2 2026.
  • Lakeside Advisors left its Mondelez International share count unchanged in Q2 2026.
  • Mondelez International made up 0.21% of Lakeside Advisors's portfolio in Q2 2026, its #55 holding.
  • Lakeside Advisors first reported a position in Mondelez International in Q4 2021 and has held it in 19 quarters since.
  • Lakeside Advisors's Mondelez International position peaked at $533K in Q4 2021.
  • 1,012 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.