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Marshall Investment Management’s Mondelez International MDLZ Stock Holding History

Marshall Investment 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
Q2 		$24.9K Hold
431
– – 0.01% 169
2026
Q1 		$24.8K Buy
+431
New +$25K 0.01% 149
2025
Q2 		– Sell
-431
Closed -$29.2K – 137
2025
Q1 		$29.2K Hold
431
– – 0.02% 129
2024
Q4 		$31.8K Buy
+431
New +$28.5K 0.02% 117

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

Marshall Investment Management's MDLZ Position: Q2 2026 in Review

Marshall Investment Management held its Mondelez International (MDLZ) position steady in Q2 2026 at 431 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #169.

Marshall Investment Management first reported a position in MDLZ in Q4 2024 and has held it in 4 quarters since. The position peaked at $31.8K in Q4 2024. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Marshall Investment Management held 431 shares of Mondelez International worth $24.9K as of Q2 2026.
  • Marshall Investment Management left its Mondelez International share count unchanged in Q2 2026.
  • Mondelez International made up 0.01% of Marshall Investment Management's portfolio in Q2 2026, its #169 holding.
  • Marshall Investment Management first reported a position in Mondelez International in Q4 2024 and has held it in 4 quarters since.
  • Marshall Investment Management's Mondelez International position peaked at $31.8K in Q4 2024.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.