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Legacy Wealth Asset Management’s Mondelez International MDLZ Stock Holding History

Legacy Wealth Asset Management’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 		$685K Sell
11,851
-454
-4% -$27.9K 0.15% 200
2026
Q2 		$712K Buy
12,305
+39
+0.3% +$2.35K 0.16% 202
2026
Q1 		$707K Buy
12,266
+613
+5% +$35.5K 0.17% 197
2025
Q4 		$627K Sell
11,653
-189
-2% -$10.9K 0.15% 219
2025
Q3 		$740K Buy
11,842
+2,210
+23% +$143K 0.18% 178
2025
Q2 		$650K Sell
9,632
-49
-0.5% -$3.27K 0.17% 194
2025
Q1 		$657K Sell
9,681
-9
-0.1% -$555 0.18% 180
2024
Q4 		$579K Sell
9,690
-39
-0.4% -$2.58K 0.16% 211
2024
Q3 		$717K Sell
9,729
-14
-0.1% -$984 0.19% 160
2024
Q2 		$638K Buy
9,743
+126
+1% +$8.64K 0.18% 174
2024
Q1 		$673K Buy
9,617
+91
+1% +$6.64K 0.19% 160
2023
Q4 		$690K Sell
9,526
-7
-0.1% -$480 0.23% 145
2023
Q3 		$662K Buy
9,533
+58
+0.6% +$4.18K 0.24% 129
2023
Q2 		$691K Sell
9,475
-4,384
-32% -$324K 0.24% 132
2023
Q1 		$966K Sell
13,859
-74
-0.5% -$4.9K 0.35% 80
2022
Q4 		$929K Buy
13,933
+167
+1% +$10.6K 0.35% 84
2022
Q3 		$755K Sell
13,766
-1,157
-8% -$71.9K 0.33% 99
2022
Q2 		$927K Buy
14,923
+131
+0.9% +$8.28K 0.38% 87
2022
Q1 		$929K Buy
14,792
+328
+2% +$21.3K 0.33% 118
2021
Q4 		$959K Buy
14,464
+786
+6% +$48.5K 0.32% 117
2021
Q3 		$796K Buy
13,678
+146
+1% +$9.08K 0.36% 108
2021
Q2 		$845K Sell
13,532
-69
-0.5% -$4.25K 0.38% 102
2021
Q1 		$796K Buy
13,601
+314
+2% +$17.7K 0.37% 100
2020
Q4 		$777K Buy
+13,287
New +$759K 0.39% 88

Other funds holding MDLZ

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Wealth Asset Management's MDLZ Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Mondelez International (MDLZ) stake by 3.7% in Q3 2026, selling an estimated $27.9K and leaving 11,851 shares worth $685K. The position accounts for 0.15% of the portfolio, ranked #200.

Legacy Wealth Asset Management first reported a position in MDLZ in Q4 2020 and has held it in 24 quarters since. The position peaked at $966K in Q1 2023. 89 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • Legacy Wealth Asset Management held 11,851 shares of Mondelez International worth $685K as of Q3 2026.
  • Legacy Wealth Asset Management sold 454 Mondelez International shares in Q3 2026, an estimated $27.9K.
  • Mondelez International made up 0.15% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #200 holding.
  • Legacy Wealth Asset Management first reported a position in Mondelez International in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Mondelez International position peaked at $966K in Q1 2023.
  • 89 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.