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Independent Financial Group’s Mondelez International MDLZ Stock Holding History

Independent Financial Group’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 		$596K Sell
10,300
-406
-4% -$24.5K 0.01% 913
2026
Q1 		$617K Buy
10,706
+470
+5% +$27.2K 0.01% 819
2025
Q4 		$551K Sell
10,236
-420
-4% -$24.2K 0.01% 856
2025
Q3 		$666K Sell
10,656
-317
-3% -$20.4K 0.02% 735
2025
Q2 		$740K Buy
10,973
+317
+3% +$21.2K 0.02% 640
2025
Q1 		$723K Sell
10,656
-1,373
-11% -$84.6K 0.02% 576
2024
Q4 		$719K Sell
12,029
-866
-7% -$57.3K 0.02% 576
2024
Q3 		$950K Buy
12,895
+940
+8% +$66.1K 0.03% 454
2024
Q2 		$782K Buy
11,955
+415
+4% +$28.5K 0.03% 467
2024
Q1 		$808K Sell
11,540
-46
-0.4% -$3.36K 0.04% 436
2023
Q4 		$839K Sell
11,586
-3,480
-23% -$238K 0.04% 410
2023
Q3 		$1.05M Buy
15,066
+4,184
+38% +$301K 0.07% 304
2023
Q2 		$794K Buy
10,882
+763
+8% +$56.4K 0.05% 368
2023
Q1 		$705K Sell
10,119
-25
-0.2% -$1.66K 0.06% 371
2022
Q4 		$676K Sell
10,144
-96
-0.9% -$6.07K 0.06% 343
2022
Q3 		$561K Buy
10,240
+2
+0% +$124 0.05% 363
2022
Q2 		$636K Buy
10,238
+108
+1% +$6.82K 0.07% 317
2022
Q1 		$636K Sell
10,130
-43
-0.4% -$2.8K 0.05% 358
2021
Q4 		$675K Sell
10,173
-267
-3% -$16.5K 0.06% 343
2021
Q3 		$607K Buy
10,440
+110
+1% +$6.84K 0.06% 315
2021
Q2 		$645K Buy
10,330
+444
+4% +$27.4K 0.07% 304
2021
Q1 		$579K Sell
9,886
-3,409
-26% -$192K 0.07% 298
2020
Q4 		$777K Buy
13,295
+1,233
+10% +$70.5K 0.11% 202
2020
Q3 		$693K Hold
12,062
– – 0.13% 178
2020
Q2 		$617K Hold
12,062
– – 0.14% 178
2020
Q1 		$604K Buy
+12,062
New +$653K 0.18% 147

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Financial Group's MDLZ Position: Q2 2026 in Review

Independent Financial Group reduced its Mondelez International (MDLZ) stake by 3.8% in Q2 2026, selling an estimated $24.5K and leaving 10,300 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #913.

Independent Financial Group first reported a position in MDLZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.05M in Q3 2023. 1,895 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Independent Financial Group held 10,300 shares of Mondelez International worth $596K as of Q2 2026.
  • Independent Financial Group sold 406 Mondelez International shares in Q2 2026, an estimated $24.5K.
  • Mondelez International made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #913 holding.
  • Independent Financial Group first reported a position in Mondelez International in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Mondelez International position peaked at $1.05M in Q3 2023.
  • 1,895 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.