Jamison Private Wealth Management’s Mondelez International MDLZ Stock Holding History

Jamison Private 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	$1.43M	Sell	24,649 -111	-0.4%	-$6.69K	0.14%	109
2026 Q1	$1.43M	Sell	24,760 -2,935	-11%	-$170K	0.17%	103
2025 Q4	$1.49M	Sell	27,695 -1,294	-4%	-$74.5K	0.18%	101
2025 Q3	$1.81M	Buy	28,989 +172	+0.6%	+$11.1K	0.23%	91
2025 Q2	$1.94M	Sell	28,817 -1,764	-6%	-$118K	0.28%	78
2025 Q1	$2.07M	Sell	30,581 -94	-0.3%	-$5.79K	0.32%	78
2024 Q4	$1.83M	Buy	30,675 +541	+2%	+$35.8K	0.27%	81
2024 Q3	$2.22M	Buy	30,134 +34	+0.1%	+$2.39K	0.34%	71
2024 Q2	$1.97M	Buy	30,100 +31	+0.1%	+$2.13K	0.33%	71
2024 Q1	$2.1M	Sell	30,069 -521	-2%	-$38K	0.36%	66
2023 Q4	$2.22M	Sell	30,590 -713	-2%	-$48.9K	0.41%	64
2023 Q3	$2.17M	Buy	+31,303	New	+$2.26M	0.45%	59

Other funds holding MDLZ

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Jamison Private Wealth Management's MDLZ Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its Mondelez International (MDLZ) stake by 0.45% in Q2 2026, selling an estimated $6.69K and leaving 24,649 shares worth $1.43M. The position accounts for 0.14% of the portfolio, ranked #109.

Jamison Private Wealth Management first reported a position in MDLZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.22M in Q3 2024. 616 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Jamison Private Wealth Management held 24,649 shares of Mondelez International worth $1.43M as of Q2 2026.
Jamison Private Wealth Management sold 111 Mondelez International shares in Q2 2026, an estimated $6.69K.
Mondelez International made up 0.14% of Jamison Private Wealth Management's portfolio in Q2 2026, its #109 holding.
Jamison Private Wealth Management first reported a position in Mondelez International in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Mondelez International position peaked at $2.22M in Q3 2024.
616 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.