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Sterling Investment Advisors (Pennsylvania)’s Mondelez International MDLZ Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$837K Sell
14,478
-2,900
-17% -$175K 0.14% 115
2026
Q1 		$1M Sell
17,378
-1,787
-9% -$103K 0.18% 102
2025
Q4 		$1.03M Sell
19,165
-4,200
-18% -$242K 0.19% 97
2025
Q3 		$1.46M Hold
23,365
– – 0.28% 80
2025
Q2 		$1.58M Sell
23,365
-313
-1% -$20.9K 0.35% 77
2025
Q1 		$1.61M Hold
23,678
– – 0.39% 73
2024
Q4 		$1.41M Buy
23,678
+350
+2% +$23.1K 0.34% 74
2024
Q3 		$1.72M Buy
23,328
+2,290
+11% +$161K 0.44% 65
2024
Q2 		$1.38M Sell
21,038
-1,200
-5% -$82.3K 0.37% 68
2024
Q1 		$1.56M Sell
22,238
-350
-2% -$25.5K 0.44% 64
2023
Q4 		$1.64M Hold
22,588
– – 0.51% 57
2023
Q3 		$1.57M Hold
22,588
– – 0.55% 58
2023
Q2 		$1.65M Buy
22,588
+50
+0.2% +$3.69K 0.54% 57
2023
Q1 		$1.57M Sell
22,538
-1,150
-5% -$76.2K 0.53% 60
2022
Q4 		$1.58M Buy
23,688
+244
+1% +$15.4K 0.56% 53
2022
Q3 		$1.28M Buy
23,444
+200
+0.9% +$12.4K 0.48% 60
2022
Q2 		$1.44M Buy
23,244
+370
+2% +$23.4K 0.5% 59
2022
Q1 		$1.44M Hold
22,874
– – 0.41% 72
2021
Q4 		$1.52M Buy
22,874
+175
+0.8% +$10.8K 0.43% 69
2021
Q3 		$1.32M Sell
22,699
-1,800
-7% -$112K 0.39% 72
2021
Q2 		$1.53M Buy
24,499
+75
+0.3% +$4.62K 0.45% 68
2021
Q1 		$1.43M Buy
24,424
+179
+0.7% +$10.1K 0.46% 67
2020
Q4 		$1.42M Buy
24,245
+256
+1% +$14.6K 0.48% 64
2020
Q3 		$1.38M Hold
23,989
– – 0.53% 61
2020
Q2 		$1.23M Hold
23,989
– – 0.51% 59
2020
Q1 		$1.2M Sell
23,989
-270
-1% -$14.6K 0.63% 49
2019
Q4 		$1.34M Hold
24,259
– – 0.61% 50
2019
Q3 		$1.34M Sell
24,259
-450
-2% -$24.6K 0.69% 46
2019
Q2 		$1.33M Hold
24,709
– – 0.68% 50
2019
Q1 		$1.23M Hold
24,709
– – 0.63% 53
2018
Q4 		$989K Buy
24,709
+2,798
+13% +$119K 0.58% 54
2018
Q3 		$941K Buy
21,911
+289
+1% +$12.3K 0.49% 55
2018
Q2 		$886K Sell
21,622
-199
-0.9% -$8K 0.52% 55
2018
Q1 		$911K Buy
21,821
+8,900
+69% +$387K 0.56% 56
2017
Q4 		$553K Buy
12,921
+11,600
+878% +$487K 0.34% 73
2017
Q3 		$54K Sell
1,321
-40
-3% -$1.7K 0.04% 170
2017
Q2 		$59K Buy
1,361
+261
+24% +$11.8K 0.04% 168
2017
Q1 		$47K Hold
1,100
– – 0.03% 179
2016
Q4 		$49K Buy
+1,100
New +$47.4K 0.04% 155

Other funds holding MDLZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s MDLZ Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its Mondelez International (MDLZ) stake by 17% in Q2 2026, selling an estimated $175K and leaving 14,478 shares worth $837K. The position accounts for 0.14% of the portfolio, ranked #115.

Sterling Investment Advisors (Pennsylvania) first reported a position in MDLZ in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.72M in Q3 2024. 853 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 14,478 shares of Mondelez International worth $837K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 2,900 Mondelez International shares in Q2 2026, an estimated $175K.
  • Mondelez International made up 0.14% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #115 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Mondelez International in Q4 2016 and has held it in 39 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Mondelez International position peaked at $1.72M in Q3 2024.
  • 853 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.