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Dynamic Wealth Strategies’s Mondelez International MDLZ Stock Holding History

Dynamic Wealth Strategies’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 		$26.5K Hold
459
– – 0.01% 195
2026
Q1 		$26.5K Sell
459
-500
-52% -$29K 0.02% 186
2025
Q4 		$51.6K Buy
959
+500
+109% +$28.8K 0.03% 137
2025
Q3 		$28.7K Sell
459
-1,335
-74% -$86.1K 0.02% 152
2025
Q2 		$121K Sell
1,794
-413
-19% -$27.6K 0.09% 90
2025
Q1 		$150K Buy
+2,207
New +$136K 0.12% 78
2024
Q4 		– Sell
-2,711
Closed -$200K – 167
2024
Q3 		$200K Sell
2,711
-18
-0.7% -$1.26K 0.16% 65
2024
Q2 		$179K Sell
2,729
-40
-1% -$2.74K 0.15% 70
2024
Q1 		$194K Buy
2,769
+114
+4% +$8.32K 0.17% 65
2023
Q4 		$192K Buy
+2,655
New +$182K 0.18% 61

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dynamic Wealth Strategies's MDLZ Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Mondelez International (MDLZ) position steady in Q2 2026 at 459 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #195.

Dynamic Wealth Strategies first reported a position in MDLZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $200K in Q3 2024. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Dynamic Wealth Strategies held 459 shares of Mondelez International worth $26.5K as of Q2 2026.
  • Dynamic Wealth Strategies left its Mondelez International share count unchanged in Q2 2026.
  • Mondelez International made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #195 holding.
  • Dynamic Wealth Strategies first reported a position in Mondelez International in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Mondelez International position peaked at $200K in Q3 2024.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.