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Bartlett & Co Wealth Management’s Mondelez International MDLZ Stock Holding History

Bartlett & Co Wealth 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 		$6.66M Sell
114,773
-2,277
-2% -$137K 0.08% 129
2026
Q1 		$7.18M Sell
117,050
-9,959
-8% -$577K 0.09% 122
2025
Q4 		$6.86M Sell
127,009
-9,198
-7% -$530K 0.09% 123
2025
Q3 		$8.53M Sell
136,207
-5,331
-4% -$344K 0.11% 113
2025
Q2 		$9.57M Sell
141,538
-2,305
-2% -$154K 0.13% 106
2025
Q1 		$9.83M Sell
143,843
-14,186
-9% -$874K 0.14% 101
2024
Q4 		$9.51M Sell
158,029
-9,409
-6% -$622K 0.14% 105
2024
Q3 		$12.4M Buy
167,438
+591
+0.4% +$41.5K 0.18% 91
2024
Q2 		$11M Sell
166,847
-4,672
-3% -$321K 0.17% 95
2024
Q1 		$12.1M Sell
171,519
-2,035
-1% -$149K 0.19% 93
2023
Q4 		$12.6M Sell
173,554
-2,517
-1% -$172K 0.2% 86
2023
Q3 		$12.3M Sell
176,071
-1,043
-0.6% -$75.2K 0.22% 85
2023
Q2 		$13M Buy
177,114
+21,099
+14% +$1.56M 0.22% 83
2023
Q1 		$10.9M Sell
156,015
-4,566
-3% -$302K 0.21% 88
2022
Q4 		$10.8M Sell
160,581
-3,231
-2% -$204K 0.22% 90
2022
Q3 		$9.04M Sell
163,812
-1,679
-1% -$104K 0.19% 95
2022
Q2 		$10.3M Sell
165,491
-7,065
-4% -$446K 0.21% 92
2022
Q1 		$10.9M Sell
172,556
-5,792
-3% -$377K 0.19% 94
2021
Q4 		$11.9M Sell
178,348
-2,118
-1% -$131K 0.2% 92
2021
Q3 		$10.6M Sell
180,466
-3,768
-2% -$234K 0.2% 91
2021
Q2 		$11.6M Sell
184,234
-2,477
-1% -$153K 0.22% 86
2021
Q1 		$11M Sell
186,711
-3,676
-2% -$208K 0.22% 85
2020
Q4 		$11.2M Sell
190,387
-2,431
-1% -$139K 0.24% 84
2020
Q3 		$11.1M Sell
192,818
-1,908
-1% -$106K 0.26% 76
2020
Q2 		$10M Sell
194,726
-8,011
-4% -$412K 0.26% 80
2020
Q1 		$10.2M Sell
202,737
-8,889
-4% -$482K 0.31% 78
2019
Q4 		$11.7M Sell
211,626
-2,809
-1% -$150K 0.29% 87
2019
Q3 		$11.9M Buy
214,435
+193,130
+907% +$10.6M 0.31% 82
2019
Q2 		$1.15M Buy
21,305
+1,282
+6% +$66.6K 0.04% 157
2019
Q1 		$1M Buy
20,023
+13
+0.1% +$596 0.04% 165
2018
Q4 		$806K Sell
20,010
-305
-2% -$13K 0.03% 173
2018
Q3 		$878K Buy
20,315
+571
+3% +$24.4K 0.03% 174
2018
Q2 		$814K Buy
19,744
+102
+0.5% +$4.1K 0.03% 175
2018
Q1 		$824K Buy
+19,642
New +$853K 0.03% 171

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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Bartlett & Co Wealth Management's MDLZ Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Mondelez International (MDLZ) stake by 1.9% in Q2 2026, selling an estimated $137K and leaving 114,773 shares worth $6.66M. The position accounts for 0.08% of the portfolio, ranked #129.

Bartlett & Co Wealth Management first reported a position in MDLZ in Q1 2018 and has held it in 34 quarters since. The position peaked at $13M in Q2 2023. 608 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Bartlett & Co Wealth Management held 114,773 shares of Mondelez International worth $6.66M as of Q2 2026.
  • Bartlett & Co Wealth Management sold 2,277 Mondelez International shares in Q2 2026, an estimated $137K.
  • Mondelez International made up 0.08% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Bartlett & Co Wealth Management first reported a position in Mondelez International in Q1 2018 and has held it in 34 quarters since.
  • Bartlett & Co Wealth Management's Mondelez International position peaked at $13M in Q2 2023.
  • 608 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.