AIM
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Aspen Investment Management’s Mondelez International MDLZ Stock Holding History

Aspen Investment Management’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 		$830K Sell
14,344
-307
-2% -$18.5K 0.22% 105
2026
Q1 		$845K Sell
14,651
-36
-0.2% -$2.08K 0.26% 96
2025
Q4 		$791K Sell
14,687
-638
-4% -$36.7K 0.24% 99
2025
Q3 		$957K Sell
15,325
-143
-0.9% -$9.22K 0.37% 74
2025
Q2 		$1.04M Buy
15,468
+2
+0% +$133 0.44% 70
2025
Q1 		$1.05M Sell
15,466
-228
-1% -$14.1K 0.48% 61
2024
Q4 		$937K Sell
15,694
-126
-0.8% -$8.33K 0.44% 65
2024
Q3 		$1.17M Buy
15,820
+97
+0.6% +$6.82K 0.54% 55
2024
Q2 		$1.03M Sell
15,723
-99
-0.6% -$6.79K 0.51% 55
2024
Q1 		$1.11M Sell
15,822
-280
-2% -$20.4K 0.56% 52
2023
Q4 		$1.17M Buy
16,102
+502
+3% +$34.4K 0.65% 50
2023
Q3 		$1.08M Buy
15,600
+895
+6% +$64.5K 0.66% 46
2023
Q2 		$1.07M Hold
14,705
– – 0.64% 48
2023
Q1 		$1.02M Sell
14,705
-125
-0.8% -$8.28K 0.66% 48
2022
Q4 		$989K Sell
14,830
-2,142
-13% -$135K 0.65% 51
2022
Q3 		$931K Sell
16,972
-3,090
-15% -$192K 0.62% 54
2022
Q2 		$1.25M Buy
20,062
+42
+0.2% +$2.65K 0.78% 40
2022
Q1 		$1.26M Buy
20,020
+3,040
+18% +$198K 0.66% 52
2021
Q4 		$1.13M Buy
16,980
+763
+5% +$47.1K 0.55% 61
2021
Q3 		$944K Buy
16,217
+95
+0.6% +$5.91K 0.5% 68
2021
Q2 		$1.01M Buy
16,122
+205
+1% +$12.6K 0.53% 70
2021
Q1 		$932K Sell
15,917
-75
-0.5% -$4.23K 0.52% 70
2020
Q4 		$935K Sell
15,992
-25
-0.2% -$1.43K 0.55% 65
2020
Q3 		$920K Sell
16,017
-250
-2% -$13.9K 0.61% 53
2020
Q2 		$832K Buy
16,267
+130
+0.8% +$6.68K 0.6% 57
2020
Q1 		$808K Sell
16,137
-2,469
-13% -$134K 0.7% 45
2019
Q4 		$1.02M Sell
18,606
-617
-3% -$33K 0.64% 51
2019
Q3 		$1.06M Hold
19,223
– – 0.71% 44
2019
Q2 		$1.04M Hold
19,223
– – 0.68% 52
2019
Q1 		$960K Hold
19,223
– – 0.67% 49
2018
Q4 		$769K Hold
19,223
– – 0.62% 53
2018
Q3 		$826K Hold
19,223
– – 0.55% 59
2018
Q2 		$788K Sell
19,223
-175
-0.9% -$7.03K 0.54% 58
2018
Q1 		$809K Sell
19,398
-260
-1% -$11.3K 0.58% 57
2017
Q4 		$841K Hold
19,658
– – 0.6% 48
2017
Q3 		$799K Buy
19,658
+150
+0.8% +$6.37K 0.59% 49
2017
Q2 		$843K Buy
19,508
+150
+0.8% +$6.76K 0.63% 42
2017
Q1 		$834K Hold
19,358
– – 0.62% 40
2016
Q4 		$858K Sell
19,358
-85
-0.4% -$3.66K 0.65% 38
2016
Q3 		$854K Sell
19,443
-150
-0.8% -$6.58K 0.68% 37
2016
Q2 		$892K Sell
19,593
-275
-1% -$12K 0.73% 36
2016
Q1 		$797K Sell
19,868
-50
-0.3% -$2.04K 0.73% 38
2015
Q4 		$893K Hold
19,918
– – 0.89% 31
2015
Q3 		$834K Sell
19,918
-1,180
-6% -$50.8K 0.81% 36
2015
Q2 		$868K Buy
21,098
+75
+0.4% +$2.94K 0.73% 39
2015
Q1 		$759K Buy
21,023
+230
+1% +$8.31K 0.61% 47
2014
Q4 		$755K Buy
20,793
+350
+2% +$12.7K 0.63% 45
2014
Q3 		$700K Sell
20,443
-16,770
-45% -$611K 0.59% 46
2014
Q2 		$1.4M Buy
37,213
+999
+3% +$36.5K 0.85% 38
2014
Q1 		$1.25M Buy
36,214
+150
+0.4% +$5.13K 0.8% 40
2013
Q4 		$1.27M Buy
36,064
+3,525
+11% +$117K 0.85% 38
2013
Q3 		$1.02M Sell
32,539
-40
-0.1% -$1.24K 0.72% 43
2013
Q2 		$929K Buy
+32,579
New +$991K 0.63% 45

Other funds holding MDLZ

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
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Aspen Investment Management's MDLZ Position: Q2 2026 in Review

Aspen Investment Management reduced its Mondelez International (MDLZ) stake by 2.1% in Q2 2026, selling an estimated $18.5K and leaving 14,344 shares worth $830K. The position accounts for 0.22% of the portfolio, ranked #105.

Aspen Investment Management first reported a position in MDLZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.4M in Q2 2014. 667 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Aspen Investment Management held 14,344 shares of Mondelez International worth $830K as of Q2 2026.
  • Aspen Investment Management sold 307 Mondelez International shares in Q2 2026, an estimated $18.5K.
  • Mondelez International made up 0.22% of Aspen Investment Management's portfolio in Q2 2026, its #105 holding.
  • Aspen Investment Management first reported a position in Mondelez International in Q2 2013 and has held it in 53 quarters since.
  • Aspen Investment Management's Mondelez International position peaked at $1.4M in Q2 2014.
  • 667 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.