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Dogwood Wealth Management’s Mondelez International MDLZ Stock Holding History

Dogwood Wealth Management’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 		$14.6K Buy
253
+137
+118% +$8.25K 0.01% 309
2026
Q1 		$6.69K Buy
116
+64
+123% +$3.71K ﹤0.01% 414
2025
Q4 		$2.8K Sell
52
-35
-40% -$2.02K ﹤0.01% 512
2025
Q3 		$5.43K Sell
87
-48
-36% -$3.1K ﹤0.01% 384
2025
Q2 		$9.21K Buy
135
+52
+63% +$3.47K ﹤0.01% 300
2025
Q1 		$5.63K Buy
+83
New +$5.12K ﹤0.01% 236
2024
Q3 		– Hold
0
– – – 235
2024
Q2 		– Hold
0
– – – 282
2024
Q1 		– Hold
0
– – – 280
2023
Q4 		– Hold
0
– – – 250

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

Dogwood Wealth Management's MDLZ Position: Q2 2026 in Review

Dogwood Wealth Management increased its Mondelez International (MDLZ) stake by 118% in Q2 2026, buying an estimated $8.25K and bringing the position to 253 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #309.

Dogwood Wealth Management first reported a position in MDLZ in Q1 2025 and has held it in 6 quarters since. 608 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Dogwood Wealth Management held 253 shares of Mondelez International worth $14.6K as of Q2 2026.
  • Dogwood Wealth Management bought 137 Mondelez International shares in Q2 2026, an estimated $8.25K.
  • Mondelez International made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #309 holding.
  • Dogwood Wealth Management first reported a position in Mondelez International in Q1 2025 and has held it in 6 quarters since.
  • 608 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.