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Swisher Financial Concepts’s Mondelez International MDLZ Stock Holding History

Swisher Financial Concepts’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 		$6.3K Sell
109
-4,330
-98% -$261K ﹤0.01% 105
2026
Q1 		$256K Hold
4,439
– – 0.14% 85
2025
Q4 		$239K Hold
4,439
– – 0.14% 86
2025
Q3 		$277K Hold
4,439
– – 0.17% 74
2025
Q2 		$299K Buy
+4,439
New +$296K 0.19% 70

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

Swisher Financial Concepts's MDLZ Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Mondelez International (MDLZ) stake by 98% in Q2 2026, selling an estimated $261K and leaving 109 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #105.

Swisher Financial Concepts first reported a position in MDLZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $299K in Q2 2025. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Swisher Financial Concepts held 109 shares of Mondelez International worth $6.3K as of Q2 2026.
  • Swisher Financial Concepts sold 4,330 Mondelez International shares in Q2 2026, an estimated $261K.
  • Mondelez International made up ﹤0.01% of Swisher Financial Concepts's portfolio in Q2 2026, its #105 holding.
  • Swisher Financial Concepts first reported a position in Mondelez International in Q2 2025 and has held it in 5 quarters since.
  • Swisher Financial Concepts's Mondelez International position peaked at $299K in Q2 2025.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.