Mascoma Wealth Management’s Mondelez International MDLZ Stock Holding History

Mascoma Wealth 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	$2.2K	Hold	38	–	–	﹤0.01%	446
2026 Q1	$2.19K	Buy	38 +15	+65%	+$869	﹤0.01%	414
2025 Q4	$1.24K	Buy	+23	New	+$1.32K	﹤0.01%	449
2025 Q1	–	Sell	-144	Closed	-$8.6K	–	520
2024 Q4	$8.6K	Buy	144 +90	+167%	+$5.95K	﹤0.01%	363
2024 Q3	$3.98K	Hold	54	–	–	﹤0.01%	405
2024 Q2	$3.53K	Hold	54	–	–	﹤0.01%	436
2024 Q1	$3.78K	Hold	54	–	–	﹤0.01%	403
2023 Q4	$3.91K	Hold	54	–	–	﹤0.01%	413
2023 Q3	$3.75K	Hold	54	–	–	﹤0.01%	422
2023 Q2	$3.96K	Hold	54	–	–	﹤0.01%	409
2023 Q1	$4.14K	Hold	54	–	–	﹤0.01%	494
2022 Q4	$3.6K	Buy	+54	New	+$3.41K	﹤0.01%	524
2019 Q2	–	Sell	-707	Closed	-$35K	–	399
2019 Q1	$35K	Hold	707	–	–	0.02%	175
2018 Q4	$28K	Hold	707	–	–	0.02%	179
2018 Q3	$30K	Hold	707	–	–	0.02%	199
2018 Q2	$29K	Hold	707	–	–	0.02%	194
2018 Q1	$30K	Hold	707	–	–	0.02%	189
2017 Q4	$32K	Hold	707	–	–	0.02%	174
2017 Q3	$29K	Hold	707	–	–	0.02%	191
2017 Q2	$31K	Buy	707 +459	+185%	+$20.7K	0.02%	193
2017 Q1	$11K	Hold	248	–	–	0.01%	256
2016 Q4	$11K	Buy	+248	New	+$10.7K	0.01%	258

Other funds holding MDLZ

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mascoma Wealth Management's MDLZ Position: Q2 2026 in Review

Mascoma Wealth Management held its Mondelez International (MDLZ) position steady in Q2 2026 at 38 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Mascoma Wealth Management first reported a position in MDLZ in Q4 2016 and has held it in 22 quarters since. The position peaked at $35K in Q1 2019. 614 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Mascoma Wealth Management held 38 shares of Mondelez International worth $2.2K as of Q2 2026.
Mascoma Wealth Management left its Mondelez International share count unchanged in Q2 2026.
Mondelez International made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #446 holding.
Mascoma Wealth Management first reported a position in Mondelez International in Q4 2016 and has held it in 22 quarters since.
Mascoma Wealth Management's Mondelez International position peaked at $35K in Q1 2019.
614 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.