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Independent Wealth Network’s Mondelez International MDLZ Stock Holding History

Independent Wealth Network’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 		$204K Sell
3,533
-159
-4% -$9.58K 0.05% 320
2026
Q1 		$213K Sell
3,692
-36
-1% -$2.08K 0.06% 274
2025
Q4 		$201K Sell
3,728
-28
-0.7% -$1.61K 0.06% 276
2025
Q3 		$235K Buy
3,756
+24
+0.6% +$1.55K 0.08% 237
2025
Q2 		$252K Buy
3,732
+187
+5% +$12.5K 0.09% 217
2025
Q1 		$240K Buy
3,545
+44
+1% +$2.71K 0.1% 206
2024
Q4 		$209K Buy
3,501
+22
+0.6% +$1.46K 0.08% 224
2024
Q3 		$256K Sell
3,479
-165
-5% -$11.6K 0.11% 184
2024
Q2 		$238K Buy
3,644
+35
+1% +$2.4K 0.11% 187
2024
Q1 		$253K Sell
3,609
-242
-6% -$17.7K 0.12% 181
2023
Q4 		$279K Buy
3,851
+30
+0.8% +$2.06K 0.15% 158
2023
Q3 		$265K Buy
3,821
+80
+2% +$5.76K 0.16% 152
2023
Q2 		$273K Buy
3,741
+598
+19% +$44.2K 0.16% 156
2023
Q1 		$219K Buy
3,143
+127
+4% +$8.41K 0.14% 172
2022
Q4 		$201K Buy
+3,016
New +$191K 0.14% 178

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
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

Independent Wealth Network's MDLZ Position: Q2 2026 in Review

Independent Wealth Network reduced its Mondelez International (MDLZ) stake by 4.3% in Q2 2026, selling an estimated $9.58K and leaving 3,533 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #320.

Independent Wealth Network first reported a position in MDLZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $279K in Q4 2023. 555 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Independent Wealth Network held 3,533 shares of Mondelez International worth $204K as of Q2 2026.
  • Independent Wealth Network sold 159 Mondelez International shares in Q2 2026, an estimated $9.58K.
  • Mondelez International made up 0.05% of Independent Wealth Network's portfolio in Q2 2026, its #320 holding.
  • Independent Wealth Network first reported a position in Mondelez International in Q4 2022 and has held it in 15 quarters since.
  • Independent Wealth Network's Mondelez International position peaked at $279K in Q4 2023.
  • 555 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.