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YHB Investment Advisors’s Mondelez International MDLZ Stock Holding History

YHB Investment Advisors’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 		$1.78M Sell
30,722
-2,305
-7% -$139K 0.11% 136
2026
Q1 		$1.9M Sell
33,027
-3,253
-9% -$188K 0.14% 127
2025
Q4 		$1.95M Sell
36,280
-4,062
-10% -$234K 0.13% 127
2025
Q3 		$2.52M Sell
40,342
-1,032
-2% -$66.6K 0.18% 110
2025
Q2 		$2.79M Sell
41,374
-224
-0.5% -$14.9K 0.22% 104
2025
Q1 		$2.82M Sell
41,598
-1,117
-3% -$68.8K 0.24% 98
2024
Q4 		$2.55M Sell
42,715
-3,575
-8% -$236K 0.21% 102
2024
Q3 		$3.41M Buy
46,290
+126
+0.3% +$8.86K 0.28% 84
2024
Q2 		$3.02M Buy
46,164
+1,386
+3% +$95.1K 0.26% 92
2024
Q1 		$3.13M Buy
44,778
+573
+1% +$41.8K 0.28% 89
2023
Q4 		$3.2M Sell
44,205
-258
-0.6% -$17.7K 0.31% 81
2023
Q3 		$3.09M Buy
44,463
+399
+0.9% +$28.8K 0.28% 89
2023
Q2 		$3.21M Buy
44,064
+528
+1% +$39K 0.3% 89
2023
Q1 		$3.04M Buy
43,536
+549
+1% +$36.4K 0.3% 90
2022
Q4 		$2.87M Sell
42,987
-324
-0.7% -$20.5K 0.31% 89
2022
Q3 		$2.38M Buy
43,311
+1,566
+4% +$97.3K 0.26% 92
2022
Q2 		$2.59M Buy
41,745
+130
+0.3% +$8.21K 0.27% 92
2022
Q1 		$2.61M Sell
41,615
-7,253
-15% -$472K 0.23% 103
2021
Q4 		$3.24M Buy
48,868
+965
+2% +$59.5K 0.26% 93
2021
Q3 		$2.79M Sell
47,903
-933
-2% -$58K 0.24% 105
2021
Q2 		$3.05M Sell
48,836
-630
-1% -$38.8K 0.26% 101
2021
Q1 		$2.91M Buy
49,466
+404
+0.8% +$22.8K 0.25% 101
2020
Q4 		$2.87M Sell
49,062
-170
-0.3% -$9.72K 0.27% 91
2020
Q3 		$2.83M Sell
49,232
-7,638
-13% -$425K 0.31% 79
2020
Q2 		$2.91M Buy
56,870
+751
+1% +$38.6K 0.42% 60
2020
Q1 		$2.81M Sell
56,119
-6
-0% -$325 0.48% 57
2019
Q4 		$3.09M Buy
56,125
+604
+1% +$32.3K 0.44% 65
2019
Q3 		$3.07M Buy
55,521
+253
+0.5% +$13.8K 0.47% 64
2019
Q2 		$2.98M Buy
55,268
+1,142
+2% +$59.3K 0.47% 61
2019
Q1 		$2.7M Buy
54,126
+1,958
+4% +$89.8K 0.42% 66
2018
Q4 		$2.09M Buy
52,168
+7,828
+18% +$334K 0.37% 76
2018
Q3 		$1.91M Sell
44,340
-243
-0.5% -$10.4K 0.29% 88
2018
Q2 		$1.83M Sell
44,583
-1,184
-3% -$47.6K 0.3% 94
2018
Q1 		$1.91M Sell
45,767
-7,369
-14% -$320K 0.32% 90
2017
Q4 		$2.27M Sell
53,136
-63,706
-55% -$2.67M 0.39% 79
2017
Q3 		$4.75M Buy
116,842
+17,867
+18% +$759K 0.85% 37
2017
Q2 		$4.28M Sell
98,975
-25,950
-21% -$1.17M 0.73% 39
2017
Q1 		$5.63M Sell
124,925
-1,373
-1% -$60.8K 1.08% 28
2016
Q4 		$5.6M Buy
126,298
+34,822
+38% +$1.5M 1.17% 27
2016
Q3 		$4.02M Sell
91,476
-41,059
-31% -$1.8M 0.97% 33
2016
Q2 		$6.03M Buy
132,535
+55,999
+73% +$2.44M 1.33% 23
2016
Q1 		$3.07M Sell
76,536
-77,308
-50% -$3.15M 0.83% 40
2015
Q4 		$6.85M Sell
153,844
-47,815
-24% -$2.14M 1.55% 18
2015
Q3 		$10.4M Sell
201,659
-3,271
-2% -$141K 2.46% 7
2015
Q2 		$11.4M Buy
204,930
+11,358
+6% +$445K 2.49% 7
2015
Q1 		$10.1M Buy
193,572
+570
+0.3% +$20.6K 2.27% 9
2014
Q4 		$8.66M Buy
193,002
+6,579
+4% +$239K 1.98% 13
2014
Q3 		$7.76M Buy
186,423
+4,458
+2% +$162K 1.86% 12
2014
Q2 		$8.17M Buy
181,965
+2,913
+2% +$106K 1.97% 11
2014
Q1 		$7.43M Buy
179,052
+8,135
+5% +$278K 1.89% 11
2013
Q4 		$7.05M Buy
170,917
+1,703
+1% +$56.6K 1.89% 10
2013
Q3 		$6.45M Sell
169,214
-128
-0.1% -$3.97K 1.91% 11
2013
Q2 		$6.29M Buy
+169,342
New +$5.15M 1.96% 10

Other funds holding MDLZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

YHB Investment Advisors's MDLZ Position: Q2 2026 in Review

YHB Investment Advisors reduced its Mondelez International (MDLZ) stake by 7% in Q2 2026, selling an estimated $139K and leaving 30,722 shares worth $1.78M. The position accounts for 0.11% of the portfolio, ranked #136.

YHB Investment Advisors first reported a position in MDLZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.4M in Q2 2015. 555 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • YHB Investment Advisors held 30,722 shares of Mondelez International worth $1.78M as of Q2 2026.
  • YHB Investment Advisors sold 2,305 Mondelez International shares in Q2 2026, an estimated $139K.
  • Mondelez International made up 0.11% of YHB Investment Advisors's portfolio in Q2 2026, its #136 holding.
  • YHB Investment Advisors first reported a position in Mondelez International in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's Mondelez International position peaked at $11.4M in Q2 2015.
  • 555 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.