SC&H Financial Advisors’s Mondelez International MDLZ Stock Holding History

SC&H 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 Q1	$277K	Buy	4,811 +830	+21%	+$48.1K	0.04%	128
2025 Q4	$214K	Sell	3,981 -881	-18%	-$50.7K	0.03%	158
2025 Q3	$304K	Sell	4,862 -1,679	-26%	-$108K	0.05%	120
2025 Q2	$441K	Hold	6,541	–	–	0.08%	94
2025 Q1	$444K	Hold	6,541	–	–	0.09%	94
2024 Q4	$391K	Hold	6,541	–	–	0.08%	100
2024 Q3	$482K	Buy	6,541 +3	+0%	+$211	0.11%	92
2024 Q2	$428K	Buy	6,538 +427	+7%	+$29.3K	0.1%	93
2024 Q1	$428K	Sell	6,111 -6	-0.1%	-$438	0.11%	96
2023 Q4	$443K	Sell	6,117 -31	-0.5%	-$2.12K	0.13%	94
2023 Q3	$427K	Buy	6,148 +37	+0.6%	+$2.67K	0.14%	96
2023 Q2	$446K	Sell	6,111 -11	-0.2%	-$813	0.15%	96
2023 Q1	$427K	Buy	6,122 +34	+0.6%	+$2.25K	0.16%	93
2022 Q4	$406K	Sell	6,088 -37	-0.6%	-$2.34K	0.17%	92
2022 Q3	$336K	Hold	6,125	–	–	0.17%	98
2022 Q2	$380K	Buy	6,125 +2,060	+51%	+$130K	0.18%	97
2022 Q1	$255K	Hold	4,065	–	–	0.12%	132
2021 Q4	$270K	Buy	+4,065	New	+$251K	0.15%	127

Other funds holding MDLZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SC&H Financial Advisors's MDLZ Position: Q1 2026 in Review

SC&H Financial Advisors increased its Mondelez International (MDLZ) stake by 21% in Q1 2026, buying an estimated $48.1K and bringing the position to 4,811 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #128.

SC&H Financial Advisors first reported a position in MDLZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $482K in Q3 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

SC&H Financial Advisors held 4,811 shares of Mondelez International worth $277K as of Q1 2026.
SC&H Financial Advisors bought 830 Mondelez International shares in Q1 2026, an estimated $48.1K.
Mondelez International made up 0.04% of SC&H Financial Advisors's portfolio in Q1 2026, its #128 holding.
SC&H Financial Advisors first reported a position in Mondelez International in Q4 2021 and has held it in 18 quarters since.
SC&H Financial Advisors's Mondelez International position peaked at $482K in Q3 2024.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on SC&H Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.