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High Point Wealth Management’s Mondelez International MDLZ Stock Holding History

High Point 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 		$38.9K Sell
672
-81
-11% -$4.88K 0.03% 159
2026
Q1 		$43.4K Buy
753
+202
+37% +$11.7K 0.04% 141
2025
Q4 		$29.7K Buy
+551
New +$31.7K 0.03% 173

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

High Point Wealth Management's MDLZ Position: Q2 2026 in Review

High Point Wealth Management reduced its Mondelez International (MDLZ) stake by 11% in Q2 2026, selling an estimated $4.88K and leaving 672 shares worth $38.9K. The position accounts for 0.03% of the portfolio, ranked #159.

High Point Wealth Management first reported a position in MDLZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $43.4K in Q1 2026. 1,157 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • High Point Wealth Management held 672 shares of Mondelez International worth $38.9K as of Q2 2026.
  • High Point Wealth Management sold 81 Mondelez International shares in Q2 2026, an estimated $4.88K.
  • Mondelez International made up 0.03% of High Point Wealth Management's portfolio in Q2 2026, its #159 holding.
  • High Point Wealth Management first reported a position in Mondelez International in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's Mondelez International position peaked at $43.4K in Q1 2026.
  • 1,157 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.