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Concord Wealth Partners’s Mondelez International MDLZ Stock Holding History

Concord 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 		$6.54K Buy
+113
New +$6.81K ﹤0.01% 621
2026
Q1 		– Sell
-113
Closed -$6.08K – 556
2025
Q4 		$6.08K Sell
113
-92
-45% -$5.3K ﹤0.01% 597
2025
Q3 		$12.8K Sell
205
-420
-67% -$27.1K ﹤0.01% 506
2025
Q2 		$42.1K Buy
625
+420
+205% +$28K 0.01% 369
2025
Q1 		$13.9K Buy
205
+92
+81% +$5.67K ﹤0.01% 475
2024
Q4 		$6.75K Sell
113
-326
-74% -$21.6K ﹤0.01% 567
2024
Q3 		$32.3K Sell
439
-51
-10% -$3.58K 0.01% 397
2024
Q2 		$32K Sell
490
-313
-39% -$21.5K 0.01% 364
2024
Q1 		$56.2K Sell
803
-351
-30% -$25.6K 0.01% 334
2023
Q4 		$83.6K Sell
1,154
-282
-20% -$19.3K 0.02% 294
2023
Q3 		$99.7K Sell
1,436
-404
-22% -$29.1K 0.02% 282
2023
Q2 		$134K Sell
1,840
-374
-17% -$27.6K 0.03% 236
2023
Q1 		$154K Sell
2,214
-1,152
-34% -$76.3K 0.04% 196
2022
Q4 		$224K Sell
3,366
-1,345
-29% -$85K 0.07% 151
2022
Q3 		$258K Sell
4,711
-165
-3% -$10.2K 0.08% 134
2022
Q2 		$303K Buy
4,876
+39
+0.8% +$2.46K 0.08% 131
2022
Q1 		$304K Buy
4,837
+554
+13% +$36.1K 0.08% 135
2021
Q4 		$284K Buy
4,283
+3,490
+440% +$215K 0.07% 145
2021
Q3 		$46K Sell
793
-2,491
-76% -$155K 0.02% 232
2021
Q2 		$205K Buy
3,284
+1,174
+56% +$72.3K 0.06% 132
2021
Q1 		$123K Sell
2,110
-106
-5% -$5.98K 0.04% 184
2020
Q4 		$130K Buy
+2,216
New +$127K 0.1% 112

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

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

Concord Wealth Partners opened a new position in Mondelez International (MDLZ) in Q2 2026: 113 shares worth $6.54K. The stake represents ﹤0.01% of the portfolio and ranks #621 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MDLZ as recently as Q4 2025.

Concord Wealth Partners first reported a position in MDLZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $304K in Q1 2022. 608 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Concord Wealth Partners held 113 shares of Mondelez International worth $6.54K as of Q2 2026.
  • Mondelez International was a new Concord Wealth Partners position in Q2 2026.
  • Mondelez International made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #621 holding.
  • Concord Wealth Partners first reported a position in Mondelez International in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Mondelez International position peaked at $304K in Q1 2022.
  • 608 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.