New England Capital Financial Advisors’s Mondelez International MDLZ Stock Holding History

New England Capital Financial 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	$28.7K	Buy	496 +3	+0.6%	+$181	0.01%	177
2026 Q1	$28.4K	Buy	493 +4	+0.8%	+$232	0.01%	163
2025 Q4	$26.3K	Buy	489 +4	+0.8%	+$230	0.01%	174
2025 Q3	$30.3K	Buy	485 +2	+0.4%	+$129	0.01%	159
2025 Q2	$32.5K	Buy	483 +3	+0.6%	+$200	0.01%	144
2025 Q1	$32.5K	Buy	480 +4	+0.8%	+$247	0.02%	140
2024 Q4	$28.4K	Buy	476 +2	+0.4%	+$132	0.01%	153
2024 Q3	$34.9K	Buy	474 +3	+0.6%	+$211	0.02%	139
2024 Q2	$30.8K	Buy	471 +3	+0.6%	+$206	0.02%	143
2024 Q1	$32.8K	Buy	468 +2	+0.4%	+$146	0.02%	138
2023 Q4	$33.8K	Buy	466 +2	+0.4%	+$137	0.02%	135
2023 Q3	$32.2K	Buy	464 +3	+0.7%	+$216	0.02%	132
2023 Q2	$33.7K	Buy	461 +2	+0.4%	+$148	0.02%	136
2023 Q1	$32K	Hold	459	–	–	0.02%	148
2022 Q4	$29.4K	Buy	+459	New	+$29K	0.02%	154

Other funds holding MDLZ

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

New England Capital Financial Advisors's MDLZ Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Mondelez International (MDLZ) stake by 0.61% in Q2 2026, buying an estimated $181 and bringing the position to 496 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #177.

New England Capital Financial Advisors first reported a position in MDLZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $34.9K in Q3 2024. 741 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

New England Capital Financial Advisors held 496 shares of Mondelez International worth $28.7K as of Q2 2026.
New England Capital Financial Advisors bought 3 Mondelez International shares in Q2 2026, an estimated $181.
Mondelez International made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #177 holding.
New England Capital Financial Advisors first reported a position in Mondelez International in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Mondelez International position peaked at $34.9K in Q3 2024.
741 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.