XML Financial
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XML Financial’s Mondelez International MDLZ Stock Holding History

XML Financial’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
Q3 		$822K Buy
14,222
+801
+6% +$49.3K 0.06% 213
2026
Q2 		$776K Buy
13,421
+749
+6% +$45.1K 0.06% 222
2026
Q1 		$730K Sell
12,672
-1,311
-9% -$75.9K 0.06% 216
2025
Q4 		$753K Sell
13,983
-2,130
-13% -$123K 0.06% 209
2025
Q3 		$1.01M Buy
16,113
+248
+2% +$16K 0.08% 180
2025
Q2 		$1.07M Buy
15,865
+504
+3% +$33.6K 0.09% 174
2025
Q1 		$1.04M Buy
15,361
+461
+3% +$28.4K 0.1% 169
2024
Q4 		$890K Sell
14,900
-204
-1% -$13.5K 0.08% 186
2024
Q3 		$1.11M Buy
15,104
+418
+3% +$29.4K 0.1% 166
2024
Q2 		$961K Sell
14,686
-72
-0.5% -$4.94K 0.1% 170
2024
Q1 		$1.03M Buy
14,758
+628
+4% +$45.8K 0.11% 162
2023
Q4 		$1.02M Buy
14,130
+25
+0.2% +$1.71K 0.11% 160
2023
Q3 		$979K Buy
14,105
+171
+1% +$12.3K 0.12% 155
2023
Q2 		$1.02M Buy
13,934
+1,032
+8% +$76.2K 0.12% 158
2023
Q1 		$900K Buy
12,902
+614
+5% +$40.7K 0.11% 156
2022
Q4 		$819K Buy
12,288
+63
+0.5% +$3.98K 0.1% 167
2022
Q3 		$670K Buy
12,225
+2,178
+22% +$135K 0.09% 174
2022
Q2 		$624K Sell
10,047
-1,647
-14% -$104K 0.14% 125
2022
Q1 		$734K Buy
11,694
+48
+0.4% +$3.12K 0.09% 176
2021
Q4 		$772K Sell
11,646
-8
-0.1% -$494 0.09% 169
2021
Q3 		$678K Buy
11,654
+1,744
+18% +$108K 0.09% 174
2021
Q2 		$619K Buy
9,910
+81
+0.8% +$4.99K 0.14% 127
2021
Q1 		$575K Sell
9,829
-27
-0.3% -$1.52K 0.14% 122
2020
Q4 		$576K Sell
9,856
-175
-2% -$10K 0.15% 114
2020
Q3 		$576K Buy
10,031
+273
+3% +$15.2K 0.18% 100
2020
Q2 		$499K Buy
9,758
+125
+1% +$6.42K 0.17% 101
2020
Q1 		$482K Buy
9,633
+149
+2% +$8.07K 0.21% 93
2019
Q4 		$522K Buy
+9,484
New +$507K 0.19% 96

Other funds holding MDLZ

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Lindsell Train
Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Cincinnati Financial Corp
Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

XML Financial's MDLZ Position: Q3 2026 in Review

XML Financial increased its Mondelez International (MDLZ) stake by 6% in Q3 2026, buying an estimated $49.3K and bringing the position to 14,222 shares worth $822K. The position accounts for 0.06% of the portfolio, ranked #213.

XML Financial first reported a position in MDLZ in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.11M in Q3 2024. 874 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • XML Financial held 14,222 shares of Mondelez International worth $822K as of Q3 2026.
  • XML Financial bought 801 Mondelez International shares in Q3 2026, an estimated $49.3K.
  • Mondelez International made up 0.06% of XML Financial's portfolio in Q3 2026, its #213 holding.
  • XML Financial first reported a position in Mondelez International in Q4 2019 and has held it in 28 quarters since.
  • XML Financial's Mondelez International position peaked at $1.11M in Q3 2024.
  • 874 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on XML Financial's 13F filing for Q3 2026, filed 29 Oct 2026.