Berger Financial Group’s Mondelez International MDLZ Stock Holding History

Berger Financial Group’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	$218K	Buy	3,764 +33	+0.9%	+$1.99K	0.01%	448
2026 Q1	$215K	Buy	3,731 +1	+0%	+$58	0.01%	444
2025 Q4	$201K	Sell	3,730 -24	-0.6%	-$1.38K	0.01%	454
2025 Q3	$234K	Sell	3,754 -104	-3%	-$6.71K	0.01%	401
2025 Q2	$260K	Sell	3,858 -39	-1%	-$2.6K	0.02%	361
2025 Q1	$264K	Sell	3,897 -20	-0.5%	-$1.23K	0.02%	358
2024 Q4	$234K	Buy	+3,917	New	+$259K	0.02%	369

Other funds holding MDLZ

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Berger Financial Group's MDLZ Position: Q2 2026 in Review

Berger Financial Group increased its Mondelez International (MDLZ) stake by 0.88% in Q2 2026, buying an estimated $1.99K and bringing the position to 3,764 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #448.

Berger Financial Group first reported a position in MDLZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $264K in Q1 2025. 1,242 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Berger Financial Group held 3,764 shares of Mondelez International worth $218K as of Q2 2026.
Berger Financial Group bought 33 Mondelez International shares in Q2 2026, an estimated $1.99K.
Mondelez International made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #448 holding.
Berger Financial Group first reported a position in Mondelez International in Q4 2024 and has held it in 7 quarters since.
Berger Financial Group's Mondelez International position peaked at $264K in Q1 2025.
1,242 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.