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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Advisors's MDLZ Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Mondelez International (MDLZ) stake by 1.7% in Q1 2026, selling an estimated $4K and leaving 3,893 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #377.

Legacy Financial Advisors first reported a position in MDLZ in Q4 2017 and has held it in 25 quarters since. The position peaked at $469K in Q4 2023. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Legacy Financial Advisors held 3,893 shares of Mondelez International worth $224K as of Q1 2026.
  • Legacy Financial Advisors sold 69 Mondelez International shares in Q1 2026, an estimated $4K.
  • Mondelez International made up 0.03% of Legacy Financial Advisors's portfolio in Q1 2026, its #377 holding.
  • Legacy Financial Advisors first reported a position in Mondelez International in Q4 2017 and has held it in 25 quarters since.
  • Legacy Financial Advisors's Mondelez International position peaked at $469K in Q4 2023.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.