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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
Q2 		$279K Buy
4,819
+8
+0.2% +$482 0.04% 135
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
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 $3.38T AUM 44.17% 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

SC&H Financial Advisors's MDLZ Position: Q2 2026 in Review

SC&H Financial Advisors increased its Mondelez International (MDLZ) stake by 0.17% in Q2 2026, buying an estimated $482 and bringing the position to 4,819 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #135.

SC&H Financial Advisors first reported a position in MDLZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $482K in Q3 2024. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • SC&H Financial Advisors held 4,819 shares of Mondelez International worth $279K as of Q2 2026.
  • SC&H Financial Advisors bought 8 Mondelez International shares in Q2 2026, an estimated $482.
  • Mondelez International made up 0.04% of SC&H Financial Advisors's portfolio in Q2 2026, its #135 holding.
  • SC&H Financial Advisors first reported a position in Mondelez International in Q4 2021 and has held it in 19 quarters since.
  • SC&H Financial Advisors's Mondelez International position peaked at $482K in Q3 2024.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.