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Naples Global Advisors’s Mondelez International MDLZ Stock Holding History

Naples Global 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 		$225K Sell
3,855
-1,607
-29% -$96.8K 0.01% 443
2026
Q1 		$318K Buy
+5,462
New +$316K 0.02% 384
2025
Q4 		– Sell
-3,741
Closed -$236K – 444
2025
Q3 		$236K Hold
3,741
– – 0.02% 413
2025
Q2 		$254K Sell
3,741
-121
-3% -$8.07K 0.02% 383
2025
Q1 		$264K Hold
3,862
– – 0.03% 363
2024
Q4 		$232K Buy
3,862
+348
+10% +$23K 0.02% 376
2024
Q3 		$261K Sell
3,514
-1,678
-32% -$118K 0.02% 363
2024
Q2 		$342K Sell
5,192
-593
-10% -$40.7K 0.03% 326
2024
Q1 		$407K Buy
5,785
+26
+0.5% +$1.9K 0.04% 311
2023
Q4 		$420K Hold
5,759
– – 0.05% 298
2023
Q3 		$402K Sell
5,759
-195
-3% -$14.1K 0.05% 300
2023
Q2 		$437K Buy
5,954
+629
+12% +$46.5K 0.05% 296
2023
Q1 		$373K Buy
5,325
+6
+0.1% +$397 0.05% 310
2022
Q4 		$357K Buy
5,319
+356
+7% +$22.5K 0.05% 311
2022
Q3 		$274K Buy
4,963
+69
+1% +$4.29K 0.04% 328
2022
Q2 		$305K Buy
4,894
+552
+13% +$34.9K 0.04% 314
2022
Q1 		$273K Buy
4,342
+5
+0.1% +$325 0.03% 350
2021
Q4 		$288K Buy
4,337
+5
+0.1% +$309 0.03% 352
2021
Q3 		$252K Buy
4,332
+5
+0.1% +$311 0.03% 354
2021
Q2 		$270K Buy
4,327
+5
+0.1% +$308 0.04% 338
2021
Q1 		$253K Buy
4,322
+12
+0.3% +$677 0.04% 337
2020
Q4 		$252K Buy
4,310
+5
+0.1% +$286 0.04% 320
2020
Q3 		$247K Buy
4,305
+5
+0.1% +$278 0.05% 309
2020
Q2 		$220K Sell
4,300
-195
-4% -$10K 0.05% 309
2020
Q1 		$225K Buy
4,495
+5
+0.1% +$271 0.06% 283
2019
Q4 		$247K Buy
+4,490
New +$240K 0.05% 290
2014
Q3 		– Sell
-5,948
Closed -$224K – 220
2014
Q2 		$224K Sell
5,948
-400
-6% -$14.6K 0.13% 217
2014
Q1 		$219K Buy
6,348
+380
+6% +$13K 0.13% 238
2013
Q4 		$211K Buy
+5,968
New +$198K 0.14% 230

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

Naples Global Advisors's MDLZ Position: Q2 2026 in Review

Naples Global Advisors reduced its Mondelez International (MDLZ) stake by 29% in Q2 2026, selling an estimated $96.8K and leaving 3,855 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #443.

Naples Global Advisors first reported a position in MDLZ in Q4 2013 and has held it in 29 quarters since. The position peaked at $437K in Q2 2023. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Naples Global Advisors held 3,855 shares of Mondelez International worth $225K as of Q2 2026.
  • Naples Global Advisors sold 1,607 Mondelez International shares in Q2 2026, an estimated $96.8K.
  • Mondelez International made up 0.01% of Naples Global Advisors's portfolio in Q2 2026, its #443 holding.
  • Naples Global Advisors first reported a position in Mondelez International in Q4 2013 and has held it in 29 quarters since.
  • Naples Global Advisors's Mondelez International position peaked at $437K in Q2 2023.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.