GSWM
MDLZ icon

Golden State Wealth Management’s Mondelez International MDLZ Stock Holding History

Golden State Wealth 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 		$152K Hold
2,622
– – 0.01% 471
2026
Q1 		$151K Sell
2,622
-130
-5% -$7.53K 0.02% 418
2025
Q4 		$148K Sell
2,752
-286
-9% -$16.5K 0.02% 437
2025
Q3 		$190K Sell
3,038
-58
-2% -$3.74K 0.02% 390
2025
Q2 		$209K Sell
3,096
-33
-1% -$2.2K 0.03% 353
2025
Q1 		$212K Sell
3,129
-431
-12% -$26.6K 0.03% 330
2024
Q4 		$213K Buy
+3,560
New +$235K 0.03% 313
2022
Q1 		– Sell
-7,424
Closed -$492K – 337
2021
Q4 		$492K Buy
+7,424
New +$458K 0.08% 211
2021
Q2 		– Sell
-4,158
Closed -$243K – 312
2021
Q1 		$243K Sell
4,158
-4,464
-52% -$252K 0.08% 170
2020
Q4 		$504K Buy
8,622
+4,264
+98% +$244K 0.15% 127
2020
Q3 		$250K Sell
4,358
-4,301
-50% -$239K 0.08% 167
2020
Q2 		$443K Buy
8,659
+5,467
+171% +$281K 0.14% 105
2020
Q1 		$160K Buy
+3,192
New +$173K 0.07% 184
2019
Q4 		– Sell
-3,165
Closed -$175K – 580
2019
Q3 		$175K Buy
3,165
+1,585
+100% +$86.7K 0.06% 222
2019
Q2 		$85K Hold
1,580
– – 0.03% 353
2019
Q1 		$79K Buy
+1,580
New +$72.5K 0.03% 357

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

Golden State Wealth Management's MDLZ Position: Q2 2026 in Review

Golden State Wealth Management held its Mondelez International (MDLZ) position steady in Q2 2026 at 2,622 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #471.

Golden State Wealth Management first reported a position in MDLZ in Q1 2019 and has held it in 16 quarters since. The position peaked at $504K in Q4 2020. 609 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Golden State Wealth Management held 2,622 shares of Mondelez International worth $152K as of Q2 2026.
  • Golden State Wealth Management left its Mondelez International share count unchanged in Q2 2026.
  • Mondelez International made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #471 holding.
  • Golden State Wealth Management first reported a position in Mondelez International in Q1 2019 and has held it in 16 quarters since.
  • Golden State Wealth Management's Mondelez International position peaked at $504K in Q4 2020.
  • 609 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.