Loring Wolcott & Coolidge Fiduciary Advisors’s Mondelez International MDLZ Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$1.14M	Buy	19,701 +5,510	+39%	+$332K	0.01%	166
2026 Q1	$837K	Sell	14,191 -1,500	-10%	-$86.9K	0.01%	187
2025 Q4	$926K	Sell	15,691 -1,018	-6%	-$58.6K	0.01%	177
2025 Q3	$1.02M	Sell	16,709 -2,605	-13%	-$168K	0.01%	164
2025 Q2	$1.3M	Hold	19,314	–	–	0.01%	141
2025 Q1	$1.3M	Hold	19,314	–	–	0.01%	144
2024 Q4	$1.13M	Sell	19,314 -160	-0.8%	-$10.6K	0.01%	158
2024 Q3	$1.36M	Sell	19,474 -173	-0.9%	-$12.2K	0.01%	148
2024 Q2	$1.29M	Buy	19,647 +2,228	+13%	+$153K	0.01%	140
2024 Q1	$1.21M	Buy	17,419 +87	+0.5%	+$6.35K	0.01%	136
2023 Q4	$1.3M	Hold	17,332	–	–	0.01%	137
2023 Q3	$1.18M	Hold	17,332	–	–	0.01%	136
2023 Q2	$1.26M	Hold	17,332	–	–	0.01%	145
2023 Q1	$1.21M	Hold	17,332	–	–	0.01%	143
2022 Q4	$1.16M	Hold	17,332	–	–	0.01%	143
2022 Q3	$950K	Sell	17,332 -11	-0.1%	-$683	0.01%	150
2022 Q2	$1.08M	Sell	17,343 -251	-1%	-$15.9K	0.01%	150
2022 Q1	$1.1M	Buy	17,594 +294	+2%	+$19.1K	0.01%	151
2021 Q4	$1.15M	Hold	17,300	–	–	0.01%	160
2021 Q3	$1.01M	Sell	17,300 -26	-0.2%	-$1.62K	0.01%	165
2021 Q2	$1.08M	Sell	17,326 -857	-5%	-$52.8K	0.01%	169
2021 Q1	$1.06M	Sell	18,183 -228	-1%	-$12.9K	0.01%	154
2020 Q4	$1.08M	Buy	18,411 +1,927	+12%	+$110K	0.01%	153
2020 Q3	$947K	Sell	16,484 -1,047	-6%	-$58.3K	0.01%	147
2020 Q2	$896K	Hold	17,531	–	–	0.01%	141
2020 Q1	$878K	Sell	17,531 -3,000	-15%	-$163K	0.01%	134
2019 Q4	$1.13M	Hold	20,531	–	–	0.02%	146
2019 Q3	$1.14M	Buy	20,531 +4,136	+25%	+$226K	0.02%	147
2019 Q2	$884K	Hold	16,395	–	–	0.01%	162
2019 Q1	$818K	Sell	16,395 -17	-0.1%	-$780	0.01%	165
2018 Q4	$657K	Hold	16,412	–	–	0.01%	177
2018 Q3	$705K	Hold	16,412	–	–	0.01%	180
2018 Q2	$673K	Sell	16,412 -1,016	-6%	-$40.8K	0.01%	185
2018 Q1	$727K	Buy	17,428 +652	+4%	+$28.3K	0.01%	186
2017 Q4	$718K	Buy	16,776 +462	+3%	+$19.4K	0.01%	184
2017 Q3	$663K	Sell	16,314 -71	-0.4%	-$3.02K	0.01%	182
2017 Q2	$721K	Sell	16,385 -1,927	-11%	-$86.9K	0.01%	170
2017 Q1	$789K	Sell	18,312 -125	-0.7%	-$5.54K	0.02%	167
2016 Q4	$817K	Hold	18,437	–	–	0.02%	165
2016 Q3	$809K	Buy	18,437 +125	+0.7%	+$5.48K	0.02%	161
2016 Q2	$833K	Buy	18,312 +390	+2%	+$17K	0.02%	159
2016 Q1	$719K	Hold	17,922	–	–	0.02%	161
2015 Q4	$804K	Buy	17,922 +1,522	+9%	+$68.1K	0.02%	164
2015 Q3	$675K	Hold	16,400	–	–	0.02%	180
2015 Q2	$675K	Hold	16,400	–	–	0.02%	180
2015 Q1	$592K	Sell	16,400 -150	-0.9%	-$5.42K	0.01%	194
2014 Q4	$601K	Sell	16,550 -1,300	-7%	-$47.3K	0.02%	184
2014 Q3	$612K	Hold	17,850	–	–	0.02%	173
2014 Q2	$671K	Buy	17,850 +2,150	+14%	+$78.6K	0.02%	168
2014 Q1	$542K	Sell	15,700 -253	-2%	-$8.65K	0.01%	184
2013 Q4	$563K	Buy	15,953 +180	+1%	+$5.98K	0.02%	180
2013 Q3	$496K	Hold	15,773	–	–	0.02%	182
2013 Q2	$450K	Buy	+15,773	New	+$480K	0.01%	199

Other funds holding MDLZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MDLZ Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its Mondelez International (MDLZ) stake by 39% in Q2 2026, buying an estimated $332K and bringing the position to 19,701 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #166.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MDLZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.36M in Q3 2024. 1,157 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 19,701 shares of Mondelez International worth $1.14M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 5,510 Mondelez International shares in Q2 2026, an estimated $332K.
Mondelez International made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #166 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Mondelez International in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Mondelez International position peaked at $1.36M in Q3 2024.
1,157 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.