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United Asset Strategies’s Mondelez International MDLZ Stock Holding History

United Asset Strategies’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 		$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

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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. 829 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.
  • 829 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.