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Concurrent Investment Advisors’s Mondelez International MDLZ Stock Holding History

Concurrent Investment Advisors’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 		$4.5M Buy
77,724
+19,286
+33% +$1.16M 0.04% 461
2026
Q1 		$3.37M Buy
58,438
+2,295
+4% +$133K 0.04% 457
2025
Q4 		$3.02M Buy
56,143
+2,350
+4% +$135K 0.03% 457
2025
Q3 		$3.36M Buy
53,793
+359
+0.7% +$23.2K 0.06% 325
2025
Q2 		$3.6M Buy
53,434
+493
+0.9% +$32.9K 0.07% 287
2025
Q1 		$3.59M Buy
52,941
+26,528
+100% +$1.64M 0.09% 240
2024
Q4 		$1.58M Sell
26,413
-3,316
-11% -$219K 0.04% 380
2024
Q3 		$2.19M Buy
29,729
+132
+0.4% +$9.28K 0.06% 288
2024
Q2 		$1.94M Buy
29,597
+10,600
+56% +$727K 0.06% 285
2024
Q1 		$1.33M Sell
18,997
-1,099
-5% -$80.2K 0.05% 322
2023
Q4 		$1.46M Buy
+20,096
New +$1.38M 0.07% 272

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

Concurrent Investment Advisors's MDLZ Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Mondelez International (MDLZ) stake by 33% in Q2 2026, buying an estimated $1.16M and bringing the position to 77,724 shares worth $4.5M. The position accounts for 0.04% of the portfolio, ranked #461.

Concurrent Investment Advisors first reported a position in MDLZ in Q4 2023 and has held it in 11 quarters since. 609 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Concurrent Investment Advisors held 77,724 shares of Mondelez International worth $4.5M as of Q2 2026.
  • Concurrent Investment Advisors bought 19,286 Mondelez International shares in Q2 2026, an estimated $1.16M.
  • Mondelez International made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #461 holding.
  • Concurrent Investment Advisors first reported a position in Mondelez International in Q4 2023 and has held it in 11 quarters since.
  • 609 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.