FP
MDLZ icon

Financial Perspectives’s Mondelez International MDLZ Stock Holding History

Financial Perspectives’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 		$54.6K Hold
944
– – 0.01% 321
2026
Q1 		$54.4K Hold
944
– – 0.02% 301
2025
Q4 		$50.8K Hold
944
– – 0.01% 313
2025
Q3 		$58.9K Buy
944
+176
+23% +$11.4K 0.02% 289
2025
Q2 		$51.8K Hold
768
– – 0.02% 304
2025
Q1 		$52.1K Hold
768
– – 0.02% 296
2024
Q4 		$45.9K Buy
768
+269
+54% +$17.8K 0.02% 309
2024
Q3 		$36.7K Hold
499
– – 0.01% 310
2024
Q2 		$32.6K Buy
499
+1
+0.2% +$69 0.01% 319
2024
Q1 		$34.9K Sell
498
-6
-1% -$438 0.01% 312
2023
Q4 		$36.5K Buy
504
+6
+1% +$411 0.01% 308
2023
Q3 		$34.6K Hold
498
– – 0.02% 293
2023
Q2 		$36.3K Hold
498
– – 0.02% 298
2023
Q1 		$34.7K Hold
498
– – 0.02% 297
2022
Q4 		$33.2K Buy
498
+1
+0.2% +$63 0.02% 300
2022
Q3 		$27.3K Hold
497
– – 0.02% 309
2022
Q2 		$30.9K Hold
497
– – 0.02% 293
2022
Q1 		$31.2K Hold
497
– – 0.01% 306
2021
Q4 		$32.9K Hold
497
– – 0.02% 292
2021
Q3 		$28.9K Hold
497
– – 0.01% 308
2021
Q2 		$31K Sell
497
-28,560
-98% -$1.76M 0.02% 320
2021
Q1 		$496K Buy
29,057
+28,561
+5,758% +$1.61M 0.02% 291
2020
Q4 		$29K Hold
496
– – 0.02% 287
2020
Q3 		$28.5K Hold
496
– – 0.02% 248
2020
Q2 		$25.4K Hold
496
– – 0.02% 248
2020
Q1 		$24.8K Hold
496
– – 0.02% 219
2019
Q4 		$27.3K Buy
+496
New +$26.5K 0.02% 229

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

Financial Perspectives's MDLZ Position: Q2 2026 in Review

Financial Perspectives held its Mondelez International (MDLZ) position steady in Q2 2026 at 944 shares worth $54.6K. The position accounts for 0.01% of the portfolio, ranked #321.

Financial Perspectives first reported a position in MDLZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $496K in Q1 2021. 609 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Financial Perspectives held 944 shares of Mondelez International worth $54.6K as of Q2 2026.
  • Financial Perspectives left its Mondelez International share count unchanged in Q2 2026.
  • Mondelez International made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #321 holding.
  • Financial Perspectives first reported a position in Mondelez International in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Mondelez International position peaked at $496K in Q1 2021.
  • 609 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.