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Burling Wealth Partners’s Mondelez International MDLZ Stock Holding History

Burling Wealth Partners’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 		$3.17M Buy
54,804
+3,802
+7% +$229K 0.46% 56
2026
Q1 		$2.94M Buy
51,002
+15,475
+44% +$896K 0.48% 56
2025
Q4 		$1.91M Buy
35,527
+8,253
+30% +$475K 0.3% 72
2025
Q3 		$1.7M Buy
27,274
+3,467
+15% +$224K 0.28% 74
2025
Q2 		$1.61M Sell
23,807
-271
-1% -$18.1K 0.3% 75
2025
Q1 		$1.63M Sell
24,078
-146
-0.6% -$9K 0.34% 69
2024
Q4 		$1.45M Buy
+24,224
New +$1.6M 0.3% 80

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

Burling Wealth Partners's MDLZ Position: Q2 2026 in Review

Burling Wealth Partners increased its Mondelez International (MDLZ) stake by 7.5% in Q2 2026, buying an estimated $229K and bringing the position to 54,804 shares worth $3.17M. The position accounts for 0.46% of the portfolio, ranked #56.

Burling Wealth Partners first reported a position in MDLZ in Q4 2024 and has held it in 7 quarters since. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Burling Wealth Partners held 54,804 shares of Mondelez International worth $3.17M as of Q2 2026.
  • Burling Wealth Partners bought 3,802 Mondelez International shares in Q2 2026, an estimated $229K.
  • Mondelez International made up 0.46% of Burling Wealth Partners's portfolio in Q2 2026, its #56 holding.
  • Burling Wealth Partners first reported a position in Mondelez International in Q4 2024 and has held it in 7 quarters since.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.