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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
Q3 		$54.6K Buy
945
+1
+0.1% +$62 0.01% 323
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 Buy
497
+1
+0.2% +$62 0.02% 320
2021
Q1 		$29.1K Hold
496
– – 0.02% 308
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Financial Perspectives's MDLZ Position: Q3 2026 in Review

Financial Perspectives increased its Mondelez International (MDLZ) stake by 0.11% in Q3 2026, buying an estimated $62 and bringing the position to 945 shares worth $54.6K. The position accounts for 0.01% of the portfolio, ranked #323.

Financial Perspectives first reported a position in MDLZ in Q4 2019 and has held it in 28 quarters since. The position peaked at $58.9K in Q3 2025. 1,268 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • Financial Perspectives held 945 shares of Mondelez International worth $54.6K as of Q3 2026.
  • Financial Perspectives bought 1 Mondelez International share in Q3 2026, an estimated $62.
  • Mondelez International made up 0.01% of Financial Perspectives's portfolio in Q3 2026, its #323 holding.
  • Financial Perspectives first reported a position in Mondelez International in Q4 2019 and has held it in 28 quarters since.
  • Financial Perspectives's Mondelez International position peaked at $58.9K in Q3 2025.
  • 1,268 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.