Schwarz Dygos Wheeler Investment Advisors’s Mondelez International MDLZ Stock Holding History

Schwarz Dygos Wheeler Investment 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	$221K	Sell	3,819 -135	-3%	-$8.13K	0.04%	163
2026 Q1	$228K	Hold	3,954	–	–	0.05%	153
2025 Q4	$213K	Hold	3,954	–	–	0.04%	162
2025 Q3	$247K	Sell	3,954 -99	-2%	-$6.38K	0.05%	150
2025 Q2	$273K	Hold	4,053	–	–	0.06%	143
2025 Q1	$275K	Hold	4,053	–	–	0.07%	139
2024 Q4	$242K	Hold	4,053	–	–	0.06%	147
2024 Q3	$299K	Hold	4,053	–	–	0.07%	124
2024 Q2	$265K	Sell	4,053 -200	-5%	-$13.7K	0.07%	124
2024 Q1	$298K	Sell	4,253 -479	-10%	-$35K	0.08%	124
2023 Q4	$343K	Buy	4,732 +479	+11%	+$32.8K	0.11%	112
2023 Q3	$295K	Hold	4,253	–	–	0.1%	112
2023 Q2	$310K	Hold	4,253	–	–	0.1%	108
2023 Q1	$297K	Hold	4,253	–	–	0.11%	106
2022 Q4	$283K	Hold	4,253	–	–	0.11%	102
2022 Q3	$233K	Hold	4,253	–	–	0.1%	100
2022 Q2	$264K	Hold	4,253	–	–	0.11%	104
2022 Q1	$267K	Hold	4,253	–	–	0.09%	114
2021 Q4	$282K	Hold	4,253	–	–	0.1%	110
2021 Q3	$247K	Hold	4,253	–	–	0.09%	115
2021 Q2	$266K	Hold	4,253	–	–	0.1%	113
2021 Q1	$249K	Hold	4,253	–	–	0.1%	108
2020 Q4	$249K	Buy	4,253 +28	+0.7%	+$1.6K	0.12%	96
2020 Q3	$243K	Sell	4,225 -150	-3%	-$8.35K	0.14%	85
2020 Q2	$226K	Sell	4,375 -100	-2%	-$5.14K	0.15%	80
2020 Q1	$224K	Sell	4,475 -175	-4%	-$9.48K	0.19%	69
2019 Q4	$256K	Hold	4,650	–	–	0.18%	74
2019 Q3	$257K	Hold	4,650	–	–	0.2%	68
2019 Q2	$251K	Hold	4,650	–	–	0.21%	66
2019 Q1	$232K	Buy	+4,650	New	+$213K	0.2%	69

Other funds holding MDLZ

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GAM

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's MDLZ Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Mondelez International (MDLZ) stake by 3.4% in Q2 2026, selling an estimated $8.13K and leaving 3,819 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #163.

Schwarz Dygos Wheeler Investment Advisors first reported a position in MDLZ in Q1 2019 and has held it in 30 quarters since. The position peaked at $343K in Q4 2023. 1,157 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 3,819 shares of Mondelez International worth $221K as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors sold 135 Mondelez International shares in Q2 2026, an estimated $8.13K.
Mondelez International made up 0.04% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #163 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Mondelez International in Q1 2019 and has held it in 30 quarters since.
Schwarz Dygos Wheeler Investment Advisors's Mondelez International position peaked at $343K in Q4 2023.
1,157 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.