SageView Advisory Group’s Mondelez International MDLZ Stock Holding History

SageView Advisory Group’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	$562K	Buy	9,719 +131	+1%	+$7.89K	0.02%	347
2026 Q1	$553K	Sell	9,588 -826	-8%	-$47.8K	0.02%	334
2025 Q4	$561K	Sell	10,414 -3,926	-27%	-$226K	0.02%	343
2025 Q3	$896K	Sell	14,340 -80	-0.6%	-$5.16K	0.03%	280
2025 Q2	$1M	Buy	14,420 +8,772	+155%	+$585K	0.04%	242
2025 Q1	$383K	Buy	5,648 +297	+6%	+$18.3K	0.02%	402
2024 Q4	$320K	Buy	5,351 +1,267	+31%	+$83.8K	0.01%	444
2024 Q3	$301K	Sell	4,084 -6,598	-62%	-$464K	0.02%	395
2024 Q2	$699K	Sell	10,682 -706	-6%	-$48.4K	0.03%	278
2024 Q1	$21.1K	Sell	11,388 -500	-4%	-$36.5K	﹤0.01%	520
2023 Q4	$907K	Buy	+11,888	New	+$815K	0.04%	276

Other funds holding MDLZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's MDLZ Position: Q2 2026 in Review

SageView Advisory Group increased its Mondelez International (MDLZ) stake by 1.4% in Q2 2026, buying an estimated $7.89K and bringing the position to 9,719 shares worth $562K. The position accounts for 0.02% of the portfolio, ranked #347.

SageView Advisory Group first reported a position in MDLZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1M in Q2 2025. 1,900 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

SageView Advisory Group held 9,719 shares of Mondelez International worth $562K as of Q2 2026.
SageView Advisory Group bought 131 Mondelez International shares in Q2 2026, an estimated $7.89K.
Mondelez International made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #347 holding.
SageView Advisory Group first reported a position in Mondelez International in Q4 2023 and has held it in 11 quarters since.
SageView Advisory Group's Mondelez International position peaked at $1M in Q2 2025.
1,900 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.