Jamison Private Wealth Management
MDLZ icon

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
Q3 		$1.39M Sell
23,970
-679
-3% -$41.8K 0.14% 111
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Jamison Private Wealth Management's MDLZ Position: Q3 2026 in Review

Jamison Private Wealth Management reduced its Mondelez International (MDLZ) stake by 2.8% in Q3 2026, selling an estimated $41.8K and leaving 23,970 shares worth $1.39M. The position accounts for 0.14% of the portfolio, ranked #111.

Jamison Private Wealth Management first reported a position in MDLZ in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.22M in Q3 2024. 1,162 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • Jamison Private Wealth Management held 23,970 shares of Mondelez International worth $1.39M as of Q3 2026.
  • Jamison Private Wealth Management sold 679 Mondelez International shares in Q3 2026, an estimated $41.8K.
  • Mondelez International made up 0.14% of Jamison Private Wealth Management's portfolio in Q3 2026, its #111 holding.
  • Jamison Private Wealth Management first reported a position in Mondelez International in Q3 2023 and has held it in 13 quarters since.
  • Jamison Private Wealth Management's Mondelez International position peaked at $2.22M in Q3 2024.
  • 1,162 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.