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Essential Investment Partners’s Mondelez International MDLZ Stock Holding History

Essential Investment 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 		$15.9K Sell
275
-300
-52% -$18.1K 0.01% 198
2026
Q1 		$33.1K Hold
575
– – 0.03% 163
2025
Q4 		$31K Buy
+575
New +$33.1K 0.03% 155

Other funds holding MDLZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Essential Investment Partners's MDLZ Position: Q2 2026 in Review

Essential Investment Partners reduced its Mondelez International (MDLZ) stake by 52% in Q2 2026, selling an estimated $18.1K and leaving 275 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #198.

Essential Investment Partners first reported a position in MDLZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $33.1K in Q1 2026. 449 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Essential Investment Partners held 275 shares of Mondelez International worth $15.9K as of Q2 2026.
  • Essential Investment Partners sold 300 Mondelez International shares in Q2 2026, an estimated $18.1K.
  • Mondelez International made up 0.01% of Essential Investment Partners's portfolio in Q2 2026, its #198 holding.
  • Essential Investment Partners first reported a position in Mondelez International in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Mondelez International position peaked at $33.1K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.