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Bogart Wealth LLC’s Mondelez International MDLZ Stock Holding History

Bogart Wealth LLC’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 		$92.1K Buy
1,592
+139
+10% +$8.38K ﹤0.01% 397
2026
Q1 		$83.8K Buy
1,453
+48
+3% +$2.78K ﹤0.01% 378
2025
Q4 		$75.6K Sell
1,405
-122,292
-99% -$7.04M ﹤0.01% 375
2025
Q3 		$7.73M Buy
123,697
+14,084
+13% +$908K 0.31% 77
2025
Q2 		$7.39M Buy
109,613
+3,008
+3% +$201K 0.32% 76
2025
Q1 		$7.23M Buy
106,605
+7,387
+7% +$455K 0.34% 70
2024
Q4 		$5.93M Buy
99,218
+7,342
+8% +$486K 0.28% 85
2024
Q3 		$6.77M Buy
91,876
+130
+0.1% +$9.14K 0.32% 74
2024
Q2 		$6M Buy
91,746
+91,200
+16,703% +$6.26M 0.31% 80
2024
Q1 		$38.2K Buy
546
+187
+52% +$13.7K ﹤0.01% 423
2023
Q4 		$26K Buy
359
+140
+64% +$9.59K ﹤0.01% 463
2023
Q3 		$15.2K Sell
219
-50
-19% -$3.6K ﹤0.01% 520
2023
Q2 		$19.6K Buy
269
+10
+4% +$739 ﹤0.01% 468
2023
Q1 		$18.1K Buy
259
+97
+60% +$6.42K ﹤0.01% 478
2022
Q4 		$10.8K Buy
162
+13
+9% +$822 ﹤0.01% 524
2022
Q3 		$8K Buy
149
+100
+204% +$6.21K ﹤0.01% 599
2022
Q2 		$3K Sell
49
-77
-61% -$4.86K ﹤0.01% 730
2022
Q1 		$8K Buy
126
+77
+157% +$5.01K ﹤0.01% 523
2021
Q4 		$3K Hold
49
– – ﹤0.01% 619
2021
Q3 		$3K Buy
49
+8
+20% +$498 ﹤0.01% 591
2021
Q2 		$3K Hold
41
– – ﹤0.01% 571
2021
Q1 		$2K Buy
+41
New +$2.31K ﹤0.01% 554

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

Bogart Wealth LLC's MDLZ Position: Q2 2026 in Review

Bogart Wealth LLC increased its Mondelez International (MDLZ) stake by 9.6% in Q2 2026, buying an estimated $8.38K and bringing the position to 1,592 shares worth $92.1K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Bogart Wealth LLC first reported a position in MDLZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.73M in Q3 2025. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Bogart Wealth LLC held 1,592 shares of Mondelez International worth $92.1K as of Q2 2026.
  • Bogart Wealth LLC bought 139 Mondelez International shares in Q2 2026, an estimated $8.38K.
  • Mondelez International made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #397 holding.
  • Bogart Wealth LLC first reported a position in Mondelez International in Q1 2021 and has held it in 22 quarters since.
  • Bogart Wealth LLC's Mondelez International position peaked at $7.73M in Q3 2025.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.