James T. Borello RIA’s Mondelez International MDLZ Stock Holding History

James T. Borello RIA’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	$24.6K	Sell	426 -1	-0.2%	-$62	0.01%	371
2026 Q2	$24.7K	Buy	427 +209	+96%	+$12.6K	0.01%	362
2026 Q1	$12.6K	Buy	218 +35	+19%	+$2.03K	﹤0.01%	493
2025 Q4	$9.9K	Sell	183 -4	-2%	-$230	﹤0.01%	417
2025 Q3	$11.7K	Buy	187 +157	+523%	+$10.1K	﹤0.01%	291
2025 Q2	$2.02K	Hold	30	–	–	﹤0.01%	257
2025 Q1	$2.04K	Hold	30	–	–	﹤0.01%	201
2024 Q4	$1.79K	Hold	30	–	–	﹤0.01%	180
2024 Q3	$2.21K	Hold	30	–	–	﹤0.01%	164
2024 Q2	$1.96K	Hold	30	–	–	﹤0.01%	153
2024 Q1	$2.1K	Hold	30	–	–	﹤0.01%	153
2023 Q4	$2.17K	Buy	+30	New	+$2.06K	﹤0.01%	131

Other funds holding MDLZ

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James T. Borello RIA's MDLZ Position: Q3 2026 in Review

James T. Borello RIA reduced its Mondelez International (MDLZ) stake by 0.23% in Q3 2026, selling an estimated $62 and leaving 426 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #371.

James T. Borello RIA first reported a position in MDLZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $24.7K in Q2 2026. 386 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

James T. Borello RIA held 426 shares of Mondelez International worth $24.6K as of Q3 2026.
James T. Borello RIA sold 1 Mondelez International share in Q3 2026, an estimated $62.
Mondelez International made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #371 holding.
James T. Borello RIA first reported a position in Mondelez International in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's Mondelez International position peaked at $24.7K in Q2 2026.
386 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.