United Asset Strategies’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $472K | Sell |
8,165
-7,251
| -47% | -$437K | 0.03% | 211 |
|
|
2026
Q1 | $889K | Buy |
15,416
+9,006
| +140% | +$522K | 0.07% | 149 |
|
|
2025
Q4 | $345K | Sell |
6,410
-23,540
| -79% | -$1.36M | 0.03% | 212 |
|
|
2025
Q3 | $1.87M | Buy |
29,950
+319
| +1% | +$20.6K | 0.15% | 104 |
|
|
2025
Q2 | $2M | Buy |
29,631
+14,323
| +94% | +$956K | 0.17% | 99 |
|
|
2025
Q1 | $1.04M | Buy |
15,308
+457
| +3% | +$28.2K | 0.1% | 142 |
|
|
2024
Q4 | $887K | Sell |
14,851
-11,143
| -43% | -$737K | 0.08% | 142 |
|
|
2024
Q3 | $1.91M | Buy |
25,994
+914
| +4% | +$64.2K | 0.18% | 108 |
|
|
2024
Q2 | $1.64M | Buy |
25,080
+8,680
| +53% | +$596K | 0.16% | 112 |
|
|
2024
Q1 | $1.15M | Buy |
16,400
+1,092
| +7% | +$79.7K | 0.11% | 137 |
|
|
2023
Q4 | $1.11M | Sell |
15,308
-35
| -0.2% | -$2.4K | 0.12% | 133 |
|
|
2023
Q3 | $1.06M | Buy |
15,343
+2,412
| +19% | +$174K | 0.14% | 134 |
|
|
2023
Q2 | $943K | Buy |
12,931
+3,117
| +32% | +$230K | 0.12% | 138 |
|
|
2023
Q1 | $684K | Buy |
9,814
+253
| +3% | +$16.8K | 0.09% | 153 |
|
|
2022
Q4 | $637K | Sell |
9,561
-9
| -0.1% | -$569 | 0.09% | 161 |
|
|
2022
Q3 | $525K | Buy |
+9,570
| New | +$594K | 0.08% | 150 |
|
|
2021
Q1 | – | Sell |
-126,515
| Closed | -$7.4M | – | 227 |
|
|
2020
Q4 | $7.4M | Buy |
126,515
+22,520
| +22% | +$1.29M | 1.16% | 35 |
|
|
2020
Q3 | $5.97M | Buy |
103,995
+3,238
| +3% | +$180K | 1.1% | 35 |
|
|
2020
Q2 | $5.15M | Buy |
100,757
+55,926
| +125% | +$2.87M | 1.02% | 36 |
|
|
2020
Q1 | $2.25M | Sell |
44,831
-42,082
| -48% | -$2.28M | 0.56% | 48 |
|
|
2019
Q4 | $4.79M | Buy |
86,913
+4,085
| +5% | +$219K | 0.93% | 42 |
|
|
2019
Q3 | $4.58M | Buy |
82,828
+1,638
| +2% | +$89.6K | 1% | 35 |
|
|
2019
Q2 | $4.38M | Sell |
81,190
-456
| -0.6% | -$23.7K | 1.01% | 37 |
|
|
2019
Q1 | $4.08M | Buy |
81,646
+1,079
| +1% | +$49.5K | 0.96% | 35 |
|
|
2018
Q4 | $3.23M | Buy |
80,567
+3,896
| +5% | +$166K | 0.88% | 38 |
|
|
2018
Q3 | $3.29M | Buy |
76,671
+4,829
| +7% | +$206K | 0.78% | 47 |
|
|
2018
Q2 | $2.95M | Sell |
71,842
-57,329
| -44% | -$2.3M | 0.78% | 46 |
|
|
2018
Q1 | $5.39M | Buy |
129,171
+60,974
| +89% | +$2.65M | 1.59% | 17 |
|
|
2017
Q4 | $2.92M | Buy |
68,197
+20,564
| +43% | +$863K | 0.78% | 39 |
|
|
2017
Q3 | $1.94M | Sell |
47,633
-33,758
| -41% | -$1.43M | 1.1% | 30 |
|
|
2017
Q2 | $3.52M | Buy |
81,391
+682
| +0.8% | +$30.8K | 1.04% | 37 |
|
|
2017
Q1 | $3.48M | Buy |
+80,709
| New | +$3.58M | 1.06% | 37 |
|
Other funds holding MDLZ
United Asset Strategies's MDLZ Position: Q2 2026 in Review
United Asset Strategies reduced its Mondelez International (MDLZ) stake by 47% in Q2 2026, selling an estimated $437K and leaving 8,165 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #211.
United Asset Strategies first reported a position in MDLZ in Q1 2017 and has held it in 32 quarters since. The position peaked at $7.4M in Q4 2020. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.
- United Asset Strategies held 8,165 shares of Mondelez International worth $472K as of Q2 2026.
- United Asset Strategies sold 7,251 Mondelez International shares in Q2 2026, an estimated $437K.
- Mondelez International made up 0.03% of United Asset Strategies's portfolio in Q2 2026, its #211 holding.
- United Asset Strategies first reported a position in Mondelez International in Q1 2017 and has held it in 32 quarters since.
- United Asset Strategies's Mondelez International position peaked at $7.4M in Q4 2020.
- 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.
Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.