BHPW
MDLZ icon

Beverly Hills Private Wealth’s Mondelez International MDLZ Stock Holding History

Beverly Hills Private 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 		$290K Sell
5,020
-9,911
-66% -$597K 0.06% 201
2026
Q1 		$861K Buy
14,931
+2,599
+21% +$151K 0.14% 138
2025
Q4 		$664K Sell
12,332
-5,053
-29% -$291K 0.11% 147
2025
Q3 		$1.09M Sell
17,385
-538
-3% -$34.7K 0.19% 118
2025
Q2 		$1.21M Sell
17,923
-932
-5% -$62.2K 0.23% 112
2025
Q1 		$1.28M Buy
18,855
+360
+2% +$22.2K 0.25% 104
2024
Q4 		$1.1M Buy
18,495
+46
+0.2% +$3.04K 0.22% 107
2024
Q3 		$1.36M Sell
18,449
-3,406
-16% -$239K 0.27% 99
2024
Q2 		$1.43M Sell
21,855
-966
-4% -$66.3K 0.31% 86
2024
Q1 		$1.6M Sell
22,821
-1,457
-6% -$106K 0.37% 71
2023
Q4 		$1.76M Buy
24,278
+2,368
+11% +$162K 0.46% 67
2023
Q3 		$1.52M Sell
21,910
-21,324
-49% -$1.54M 0.45% 65
2023
Q2 		$3.2M Buy
43,234
+21,868
+102% +$1.62M 0.53% 60
2023
Q1 		$1.49M Buy
21,366
+3,267
+18% +$216K 0.46% 65
2022
Q4 		$1.21M Buy
+18,099
New +$1.14M 0.53% 63

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beverly Hills Private Wealth's MDLZ Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Mondelez International (MDLZ) stake by 66% in Q2 2026, selling an estimated $597K and leaving 5,020 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #201.

Beverly Hills Private Wealth first reported a position in MDLZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.2M in Q2 2023. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Beverly Hills Private Wealth held 5,020 shares of Mondelez International worth $290K as of Q2 2026.
  • Beverly Hills Private Wealth sold 9,911 Mondelez International shares in Q2 2026, an estimated $597K.
  • Mondelez International made up 0.06% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #201 holding.
  • Beverly Hills Private Wealth first reported a position in Mondelez International in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Mondelez International position peaked at $3.2M in Q2 2023.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.