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Formidable Asset Management’s Mondelez International MDLZ Stock Holding History

Formidable Asset 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 		$849K Buy
+14,738
New +$888K 0.14% 150
2026
Q1 		– Sell
-4,088
Closed -$255K – 403
2025
Q4 		$255K Sell
4,088
-1,038
-20% -$59.8K 0.04% 352
2025
Q3 		$346K Sell
5,126
-105
-2% -$6.77K 0.05% 303
2025
Q2 		$355K Hold
5,231
– – 0.06% 286
2025
Q1 		$355K Sell
5,231
-554
-10% -$34.1K 0.06% 286
2024
Q4 		$346K Hold
5,785
– – 0.06% 282
2024
Q3 		$426K Sell
5,785
-511
-8% -$35.9K 0.07% 245
2024
Q2 		$412K Buy
6,296
+511
+9% +$35.1K 0.07% 260
2024
Q1 		$405K Buy
5,785
+1,908
+49% +$139K 0.07% 249
2023
Q4 		$281K Hold
3,877
– – 0.06% 224
2023
Q3 		$269K Hold
3,877
– – 0.06% 228
2023
Q2 		$283K Hold
3,877
– – 0.06% 222
2023
Q1 		$272K Hold
3,877
– – 0.06% 236
2022
Q4 		$258K Hold
3,877
– – 0.06% 244
2022
Q3 		$231K Sell
3,877
-49
-1% -$3.04K 0.05% 254
2022
Q2 		$243K Hold
3,926
– – 0.05% 251
2022
Q1 		$246K Hold
3,926
– – 0.05% 275
2021
Q4 		$261K Sell
3,926
-519
-12% -$32K 0.05% 263
2021
Q3 		$259K Hold
4,445
– – 0.05% 287
2021
Q2 		$284K Hold
4,445
– – 0.06% 243
2021
Q1 		$260K Hold
4,445
– – 0.06% 234
2020
Q4 		$258K Hold
4,445
– – 0.06% 227
2020
Q3 		$253K Hold
4,445
– – 0.07% 200
2020
Q2 		$233K Buy
+4,445
New +$228K 0.07% 211
2020
Q1 		– Sell
-4,850
Closed -$269K – 256
2019
Q4 		$269K Buy
+4,850
New +$259K 0.08% 168
2019
Q3 		– Sell
-4,225
Closed -$226K – 190
2019
Q2 		$226K Buy
+4,225
New +$219K 0.08% 181
2017
Q4 		– Sell
-5,409
Closed -$220K – 171
2017
Q3 		$220K Hold
5,409
– – 0.09% 179
2017
Q2 		$234K Hold
5,409
– – 0.12% 147
2017
Q1 		$241K Sell
5,409
-400
-7% -$17.7K 0.11% 157
2016
Q4 		$258K Sell
5,809
-100
-2% -$4.31K 0.13% 142
2016
Q3 		$259K Buy
5,909
+100
+2% +$4.39K 0.13% 141
2016
Q2 		$262K Sell
5,809
-547
-9% -$23.8K 0.15% 134
2016
Q1 		$268K Sell
6,356
-3,088
-33% -$126K 0.19% 109
2015
Q4 		$415K Sell
9,444
-224
-2% -$10K 0.29% 83
2015
Q3 		$404K Sell
9,668
-1,000
-9% -$43.1K 0.27% 90
2015
Q2 		$439K Buy
10,668
+290
+3% +$11.4K 0.28% 81
2015
Q1 		$408K Buy
10,378
+49
+0.5% +$1.77K 0.27% 84
2014
Q4 		$375K Sell
10,329
-205
-2% -$7.46K 0.26% 90
2014
Q3 		$373K Buy
10,534
+9
+0.1% +$328 0.25% 91
2014
Q2 		$396K Hold
10,525
– – 0.24% 97
2014
Q1 		$378K Buy
10,525
+1
+0% +$34 0.26% 84
2013
Q4 		$347K Sell
10,524
-39
-0.4% -$1.3K 0.23% 95
2013
Q3 		$324K Buy
+10,563
New +$328K 0.28% 83

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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Formidable Asset Management's MDLZ Position: Q2 2026 in Review

Formidable Asset Management opened a new position in Mondelez International (MDLZ) in Q2 2026: 14,738 shares worth $849K. The stake represents 0.14% of the portfolio and ranks #150 among its holdings. This is a return to the name: Formidable Asset Management previously reported a position in MDLZ as recently as Q4 2025.

Formidable Asset Management first reported a position in MDLZ in Q3 2013 and has held it in 43 quarters since. 299 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Formidable Asset Management held 14,738 shares of Mondelez International worth $849K as of Q2 2026.
  • Mondelez International was a new Formidable Asset Management position in Q2 2026.
  • Mondelez International made up 0.14% of Formidable Asset Management's portfolio in Q2 2026, its #150 holding.
  • Formidable Asset Management first reported a position in Mondelez International in Q3 2013 and has held it in 43 quarters since.
  • 299 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.