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Cape Investment Advisory’s Mondelez International MDLZ Stock Holding History

Cape Investment Advisory’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 		$113K Buy
+1,961
New +$118K 0.03% 321
2026
Q1 		– Sell
-1,524
Closed -$82K – 790
2025
Q4 		$82K Buy
1,524
+1,134
+291% +$65.3K 0.03% 330
2025
Q3 		$24.4K Sell
390
-1,094
-74% -$70.6K 0.02% 297
2025
Q2 		$100K Buy
1,484
+4
+0.3% +$267 0.04% 267
2025
Q1 		$100K Sell
1,480
-755
-34% -$46.5K 0.04% 240
2024
Q4 		$133K Buy
2,235
+355
+19% +$23.5K 0.05% 215
2024
Q3 		$139K Buy
1,880
+27
+1% +$1.9K 0.06% 207
2024
Q2 		$121K Hold
1,853
– – 0.05% 209
2024
Q1 		$130K Hold
1,853
– – 0.06% 190
2023
Q4 		$134K Buy
1,853
+750
+68% +$51.4K 0.07% 184
2023
Q3 		$76.5K Hold
1,103
– – 0.04% 235
2023
Q2 		$80.5K Hold
1,103
– – 0.04% 224
2023
Q1 		$76.9K Buy
+1,103
New +$73.1K 0.05% 215

Other funds holding MDLZ

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Cape Investment Advisory's MDLZ Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Mondelez International (MDLZ) in Q2 2026: 1,961 shares worth $113K. The stake represents 0.03% of the portfolio and ranks #321 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in MDLZ as recently as Q4 2025.

Cape Investment Advisory first reported a position in MDLZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $139K in Q3 2024. 573 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Cape Investment Advisory held 1,961 shares of Mondelez International worth $113K as of Q2 2026.
  • Mondelez International was a new Cape Investment Advisory position in Q2 2026.
  • Mondelez International made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #321 holding.
  • Cape Investment Advisory first reported a position in Mondelez International in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Mondelez International position peaked at $139K in Q3 2024.
  • 573 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.