Creative Planning’s Mondelez International MDLZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-300
Closed -$1K 4507
2015
Q3
$1K Buy
+300
New +$12.9K ﹤0.01% 4111

Other funds holding MDLZ

Creative Planning's MDLZ Position: Q2 2026 in Review

Creative Planning increased its Mondelez International (MDLZ) stake by 20% in Q2 2026, buying an estimated $5.17M and bringing the position to 510,815 shares worth $29.5M. The position accounts for 0.02% of the portfolio, ranked #373.

Creative Planning first reported a position in MDLZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $44.2M in Q3 2023. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Creative Planning held 510,815 shares of Mondelez International worth $29.5M as of Q2 2026.
  • Creative Planning bought 85,793 Mondelez International shares in Q2 2026, an estimated $5.17M.
  • Mondelez International made up 0.02% of Creative Planning's portfolio in Q2 2026, its #373 holding.
  • Creative Planning first reported a position in Mondelez International in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's Mondelez International position peaked at $44.2M in Q3 2023.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.