Lakeside Advisors
MDLZ icon

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
Q3 		$365K Buy
6,313
+635
+11% +$39.1K 0.21% 55
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

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Lakeside Advisors's MDLZ Position: Q3 2026 in Review

Lakeside Advisors increased its Mondelez International (MDLZ) stake by 11% in Q3 2026, buying an estimated $39.1K and bringing the position to 6,313 shares worth $365K. 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 20 quarters since. The position peaked at $533K in Q4 2021. 1,464 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • Lakeside Advisors held 6,313 shares of Mondelez International worth $365K as of Q3 2026.
  • Lakeside Advisors bought 635 Mondelez International shares in Q3 2026, an estimated $39.1K.
  • Mondelez International made up 0.21% of Lakeside Advisors's portfolio in Q3 2026, its #55 holding.
  • Lakeside Advisors first reported a position in Mondelez International in Q4 2021 and has held it in 20 quarters since.
  • Lakeside Advisors's Mondelez International position peaked at $533K in Q4 2021.
  • 1,464 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.