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Bruce G. Allen Investments’s Mondelez International MDLZ Stock Holding History

Bruce G. Allen Investments’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 		$82.5K Sell
1,426
-78
-5% -$4.7K 0.05% 181
2026
Q1 		$86.7K Sell
1,504
-725
-33% -$42K 0.06% 177
2025
Q4 		$120K Sell
2,229
-64
-3% -$3.69K 0.08% 131
2025
Q3 		$143K Sell
2,293
-51
-2% -$3.29K 0.1% 112
2025
Q2 		$158K Sell
2,344
-26
-1% -$1.74K 0.12% 95
2025
Q1 		$161K Sell
2,370
-9
-0.4% -$555 0.13% 91
2024
Q4 		$142K Sell
2,379
-28
-1% -$1.85K 0.12% 107
2024
Q3 		$177K Buy
2,407
+13
+0.5% +$914 0.14% 90
2024
Q2 		$157K Buy
2,394
+158
+7% +$10.8K 0.13% 96
2024
Q1 		$157K Sell
2,236
-116
-5% -$8.47K 0.13% 99
2023
Q4 		$170K Buy
+2,352
New +$161K 0.16% 89

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

Bruce G. Allen Investments's MDLZ Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Mondelez International (MDLZ) stake by 5.2% in Q2 2026, selling an estimated $4.7K and leaving 1,426 shares worth $82.5K. The position accounts for 0.05% of the portfolio, ranked #181.

Bruce G. Allen Investments first reported a position in MDLZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $177K in Q3 2024. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Bruce G. Allen Investments held 1,426 shares of Mondelez International worth $82.5K as of Q2 2026.
  • Bruce G. Allen Investments sold 78 Mondelez International shares in Q2 2026, an estimated $4.7K.
  • Mondelez International made up 0.05% of Bruce G. Allen Investments's portfolio in Q2 2026, its #181 holding.
  • Bruce G. Allen Investments first reported a position in Mondelez International in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Mondelez International position peaked at $177K in Q3 2024.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.