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Genesis Private Wealth’s Mondelez International MDLZ Stock Holding History

Genesis Private Wealth’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 		$235K Sell
4,068
-209
-5% -$12.6K 0.07% 169
2026
Q1 		$247K Buy
+4,277
New +$248K 0.08% 149

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Genesis Private Wealth's MDLZ Position: Q2 2026 in Review

Genesis Private Wealth reduced its Mondelez International (MDLZ) stake by 4.9% in Q2 2026, selling an estimated $12.6K and leaving 4,068 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #169.

Genesis Private Wealth first reported a position in MDLZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $247K in Q1 2026. 642 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Genesis Private Wealth held 4,068 shares of Mondelez International worth $235K as of Q2 2026.
  • Genesis Private Wealth sold 209 Mondelez International shares in Q2 2026, an estimated $12.6K.
  • Mondelez International made up 0.07% of Genesis Private Wealth's portfolio in Q2 2026, its #169 holding.
  • Genesis Private Wealth first reported a position in Mondelez International in Q1 2026 and has held it in 2 quarters since.
  • Genesis Private Wealth's Mondelez International position peaked at $247K in Q1 2026.
  • 642 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.