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Marshall Financial Group (Maryland)’s Mondelez International MDLZ Stock Holding History

Marshall Financial Group (Maryland)’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 		$339K Buy
5,856
+257
+5% +$15.5K 0.05% 253
2026
Q1 		$323K Hold
5,599
– – 0.05% 240
2025
Q4 		$301K Sell
5,599
-1
-0% -$58 0.06% 241
2025
Q3 		$350K Sell
5,600
-55
-1% -$3.55K 0.07% 204
2025
Q2 		$389K Sell
5,655
-25
-0.4% -$1.67K 0.08% 195
2025
Q1 		$385K Sell
5,680
-12
-0.2% -$740 0.08% 174
2024
Q4 		$340K Sell
5,692
-23
-0.4% -$1.52K 0.08% 169
2024
Q3 		$421K Buy
5,715
+166
+3% +$11.7K 0.1% 160
2024
Q2 		$363K Hold
5,549
– – 0.1% 139
2024
Q1 		$388K Hold
5,549
– – 0.11% 135
2023
Q4 		$402K Hold
5,549
– – 0.13% 136
2023
Q3 		$385K Hold
5,549
– – 0.14% 134
2023
Q2 		$405K Hold
5,549
– – 0.14% 133
2023
Q1 		$387K Hold
5,549
– – 0.14% 136
2022
Q4 		$370K Hold
5,549
– – 0.14% 133
2022
Q3 		$304K Hold
5,549
– – 0.13% 144
2022
Q2 		$345K Hold
5,549
– – 0.14% 144
2022
Q1 		$348K Hold
5,549
– – 0.14% 158
2021
Q4 		$368K Hold
5,549
– – 0.14% 163
2021
Q3 		$323K Hold
5,549
– – 0.17% 146
2021
Q2 		$346K Hold
5,549
– – 0.19% 139
2021
Q1 		$325K Hold
5,549
– – 0.19% 112
2020
Q4 		$324K Buy
+5,549
New +$317K 0.21% 104

Other funds holding MDLZ

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Marshall Financial Group (Maryland)'s MDLZ Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Mondelez International (MDLZ) stake by 4.6% in Q2 2026, buying an estimated $15.5K and bringing the position to 5,856 shares worth $339K. The position accounts for 0.05% of the portfolio, ranked #253.

Marshall Financial Group (Maryland) first reported a position in MDLZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $421K in Q3 2024. 651 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Marshall Financial Group (Maryland) held 5,856 shares of Mondelez International worth $339K as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 257 Mondelez International shares in Q2 2026, an estimated $15.5K.
  • Mondelez International made up 0.05% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #253 holding.
  • Marshall Financial Group (Maryland) first reported a position in Mondelez International in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Mondelez International position peaked at $421K in Q3 2024.
  • 651 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.