Axim Planning & Wealth’s Mondelez International MDLZ Stock Holding History

Axim Planning & Wealth’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	$259K	Sell	4,472 -156	-3%	-$9.4K	0.36%	64
2026 Q1	$267K	Hold	4,628	–	–	0.32%	59
2025 Q4	$249K	Sell	4,628 -96	-2%	-$5.53K	0.26%	58
2025 Q3	$295K	Buy	4,724 +217	+5%	+$14K	0.23%	51
2025 Q2	$304K	Hold	4,507	–	–	0.28%	28
2025 Q1	$306K	Hold	4,507	–	–	0.27%	16
2024 Q4	$269K	Buy	4,507 +139	+3%	+$9.19K	0.29%	28
2024 Q3	$322K	Hold	4,368	–	–	0.36%	18
2024 Q2	$286K	Hold	4,368	–	–	0.34%	16
2024 Q1	$306K	Hold	4,368	–	–	0.25%	14
2023 Q4	$316K	Hold	4,368	–	–	0.29%	14
2023 Q3	$303K	Hold	4,368	–	–	0.27%	17
2023 Q2	$319K	Hold	4,368	–	–	0.29%	16
2023 Q1	$305K	Hold	4,368	–	–	0.3%	16
2022 Q4	$291K	Buy	+4,368	New	+$276K	0.3%	19

Other funds holding MDLZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Axim Planning & Wealth's MDLZ Position: Q2 2026 in Review

Axim Planning & Wealth reduced its Mondelez International (MDLZ) stake by 3.4% in Q2 2026, selling an estimated $9.4K and leaving 4,472 shares worth $259K. The position accounts for 0.36% of the portfolio, ranked #64.

Axim Planning & Wealth first reported a position in MDLZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $322K in Q3 2024. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Axim Planning & Wealth held 4,472 shares of Mondelez International worth $259K as of Q2 2026.
Axim Planning & Wealth sold 156 Mondelez International shares in Q2 2026, an estimated $9.4K.
Mondelez International made up 0.36% of Axim Planning & Wealth's portfolio in Q2 2026, its #64 holding.
Axim Planning & Wealth first reported a position in Mondelez International in Q4 2022 and has held it in 15 quarters since.
Axim Planning & Wealth's Mondelez International position peaked at $322K in Q3 2024.
1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.