Marshall & Sterling Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Marshall & Sterling Wealth 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	–	Sell	-24	Closed	-$1.38K	–	349
2026 Q1	$1.38K	Buy	+24	New	+$1.39K	﹤0.01%	299
2025 Q4	–	Sell	-99	Closed	-$6.18K	–	515
2025 Q3	$6.18K	Hold	99	–	–	﹤0.01%	459
2025 Q2	$6.68K	Hold	99	–	–	﹤0.01%	425
2025 Q1	$6.72K	Buy	+99	New	+$6.1K	﹤0.01%	407

Other funds holding MDLZ

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's MDLZ Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors sold out of Mondelez International (MDLZ) in Q2 2026, closing a stake of 24 shares — an estimated $1.38K sold.

Marshall & Sterling Wealth Advisors first reported a position in MDLZ in Q1 2025 and held it in 4 quarters. The position peaked at $6.72K in Q1 2025. 433 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Marshall & Sterling Wealth Advisors reported no remaining Mondelez International position as of Q2 2026 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 24 Mondelez International shares in Q2 2026, an estimated $1.38K.
Marshall & Sterling Wealth Advisors first reported a position in Mondelez International in Q1 2025 and held it in 4 quarters.
Marshall & Sterling Wealth Advisors's Mondelez International position peaked at $6.72K in Q1 2025.
433 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.