Center for Financial Planning’s Mondelez International MDLZ Stock Holding History

Center for Financial Planning’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	$343K	Hold	5,931	–	–	0.03%	136
2026 Q1	$342K	Hold	5,931	–	–	0.04%	130
2025 Q4	$319K	Buy	5,931 +461	+8%	+$26.5K	0.03%	131
2025 Q3	$342K	Hold	5,470	–	–	0.04%	136
2025 Q2	$369K	Hold	5,470	–	–	0.04%	127
2025 Q1	$371K	Hold	5,470	–	–	0.05%	118
2024 Q4	$327K	Hold	5,470	–	–	0.04%	120
2024 Q3	$403K	Hold	5,470	–	–	0.05%	106
2024 Q2	$358K	Hold	5,470	–	–	0.05%	108
2024 Q1	$383K	Hold	5,470	–	–	0.06%	107
2023 Q4	$396K	Hold	5,470	–	–	0.07%	98
2023 Q3	$380K	Sell	5,470 -49	-0.9%	-$3.53K	0.08%	91
2023 Q2	$403K	Buy	5,519 +49	+0.9%	+$3.62K	0.08%	89
2023 Q1	$381K	Sell	5,470 -7	-0.1%	-$464	0.09%	91
2022 Q4	$365K	Hold	5,477	–	–	0.09%	92
2022 Q3	$300K	Buy	5,477 +2,721	+99%	+$169K	0.08%	96
2022 Q2	$171K	Sell	2,756 -6	-0.2%	-$379	0.04%	129
2022 Q1	$173K	Hold	2,762	–	–	0.04%	141
2021 Q4	$183K	Buy	2,762 +13	+0.5%	+$802	0.04%	136
2021 Q3	$160K	Hold	2,749	–	–	0.04%	139
2021 Q2	$172K	Hold	2,749	–	–	0.04%	138
2021 Q1	$161K	Hold	2,749	–	–	0.04%	139
2020 Q4	$161K	Hold	2,749	–	–	0.05%	128
2020 Q3	$158K	Hold	2,749	–	–	0.05%	127
2020 Q2	$141K	Sell	2,749 -2,259	-45%	-$116K	0.05%	129
2020 Q1	$251K	Sell	5,008 -2,186	-30%	-$118K	0.08%	97
2019 Q4	$396K	Buy	+7,194	New	+$385K	0.1%	81

Other funds holding MDLZ

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Center for Financial Planning's MDLZ Position: Q2 2026 in Review

Center for Financial Planning held its Mondelez International (MDLZ) position steady in Q2 2026 at 5,931 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #136.

Center for Financial Planning first reported a position in MDLZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $403K in Q3 2024. 554 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Center for Financial Planning held 5,931 shares of Mondelez International worth $343K as of Q2 2026.
Center for Financial Planning left its Mondelez International share count unchanged in Q2 2026.
Mondelez International made up 0.03% of Center for Financial Planning's portfolio in Q2 2026, its #136 holding.
Center for Financial Planning first reported a position in Mondelez International in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Mondelez International position peaked at $403K in Q3 2024.
554 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.