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Legacy Financial Advisors’s Mondelez International MDLZ Stock Holding History

Legacy 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 		$228K Buy
3,936
+43
+1% +$2.59K 0.03% 394
2026
Q1 		$224K Sell
3,893
-69
-2% -$4K 0.03% 377
2025
Q4 		$213K Sell
3,962
-3,361
-46% -$194K 0.03% 377
2025
Q3 		$457K Buy
7,323
+861
+13% +$55.5K 0.06% 241
2025
Q2 		$436K Buy
6,462
+287
+5% +$19.1K 0.07% 218
2025
Q1 		$419K Buy
6,175
+342
+6% +$21.1K 0.07% 224
2024
Q4 		$348K Sell
5,833
-5
-0.1% -$331 0.06% 251
2024
Q3 		$430K Buy
5,838
+264
+5% +$18.6K 0.07% 216
2024
Q2 		$365K Sell
5,574
-1,042
-16% -$71.5K 0.07% 222
2024
Q1 		$463K Buy
6,616
+144
+2% +$10.5K 0.08% 184
2023
Q4 		$469K Buy
6,472
+26
+0.4% +$1.78K 0.09% 174
2023
Q3 		$447K Buy
6,446
+519
+9% +$37.4K 0.09% 154
2023
Q2 		$432K Sell
5,927
-173
-3% -$12.8K 0.08% 156
2023
Q1 		$425K Buy
6,100
+107
+2% +$7.09K 0.09% 145
2022
Q4 		$399K Buy
5,993
+1,002
+20% +$63.4K 0.09% 137
2022
Q3 		$274K Buy
4,991
+524
+12% +$32.5K 0.07% 168
2022
Q2 		$277K Buy
4,467
+817
+22% +$51.6K 0.07% 161
2022
Q1 		$229K Sell
3,650
-40
-1% -$2.6K 0.05% 208
2021
Q4 		$245K Buy
+3,690
New +$228K 0.06% 175
2021
Q3 		– Sell
-3,263
Closed -$204K – 187
2021
Q2 		$204K Buy
+3,263
New +$201K 0.05% 165
2019
Q2 		– Sell
-1,963
Closed -$98K – 589
2019
Q1 		$98K Sell
1,963
-166
-8% -$7.62K 0.03% 168
2018
Q4 		$85K Buy
2,129
+120
+6% +$5.12K 0.03% 156
2018
Q3 		$86K Hold
2,009
– – 0.03% 187
2018
Q2 		$86K Buy
2,009
+621
+45% +$25K 0.03% 187
2018
Q1 		$57K Hold
1,388
– – 0.02% 227
2017
Q4 		$59K Buy
+1,388
New +$58.3K 0.02% 221

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

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

Legacy Financial Advisors increased its Mondelez International (MDLZ) stake by 1.1% in Q2 2026, buying an estimated $2.59K and bringing the position to 3,936 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #394.

Legacy Financial Advisors first reported a position in MDLZ in Q4 2017 and has held it in 26 quarters since. The position peaked at $469K in Q4 2023. 1,901 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Legacy Financial Advisors held 3,936 shares of Mondelez International worth $228K as of Q2 2026.
  • Legacy Financial Advisors bought 43 Mondelez International shares in Q2 2026, an estimated $2.59K.
  • Mondelez International made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #394 holding.
  • Legacy Financial Advisors first reported a position in Mondelez International in Q4 2017 and has held it in 26 quarters since.
  • Legacy Financial Advisors's Mondelez International position peaked at $469K in Q4 2023.
  • 1,901 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.