Jeppson Wealth Management’s Mondelez International MDLZ Stock Holding History

Jeppson 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	$497K	Hold	8,599	–	–	0.15%	140
2026 Q1	$496K	Buy	8,599 +2,679	+45%	+$155K	0.16%	126
2025 Q4	$319K	Sell	5,920 -1,307	-18%	-$75.3K	0.1%	162
2025 Q3	$451K	Buy	7,227 +1,457	+25%	+$94K	0.14%	134
2025 Q2	$389K	Hold	5,770	–	–	0.13%	135
2025 Q1	$391K	Buy	5,770 +530	+10%	+$32.7K	0.14%	135
2024 Q4	$313K	Sell	5,240 -14	-0.3%	-$926	0.11%	148
2024 Q3	$387K	Hold	5,254	–	–	0.14%	140
2024 Q2	$344K	Hold	5,254	–	–	0.13%	146
2024 Q1	$368K	Hold	5,254	–	–	0.14%	145
2023 Q4	$381K	Hold	5,254	–	–	0.16%	134
2023 Q3	$365K	Buy	5,254 +89	+2%	+$6.41K	0.17%	128
2023 Q2	$377K	Sell	5,165 -20	-0.4%	-$1.48K	0.16%	126
2023 Q1	$361K	Hold	5,185	–	–	0.16%	128
2022 Q4	$346K	Hold	5,185	–	–	0.15%	135
2022 Q3	$284K	Hold	5,185	–	–	0.13%	144
2022 Q2	$322K	Hold	5,185	–	–	0.14%	134
2022 Q1	$325K	Sell	5,185 -90	-2%	-$5.86K	0.15%	123
2021 Q4	$350K	Hold	5,275	–	–	0.17%	110
2021 Q3	$306K	Hold	5,275	–	–	0.16%	111
2021 Q2	$329K	Hold	5,275	–	–	0.18%	102
2021 Q1	$308K	Hold	5,275	–	–	0.18%	102
2020 Q4	$308K	Hold	5,275	–	–	0.2%	98
2020 Q3	$303K	Buy	+5,275	New	+$294K	0.24%	92

Other funds holding MDLZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jeppson Wealth Management's MDLZ Position: Q2 2026 in Review

Jeppson Wealth Management held its Mondelez International (MDLZ) position steady in Q2 2026 at 8,599 shares worth $497K. The position accounts for 0.15% of the portfolio, ranked #140.

Jeppson Wealth Management first reported a position in MDLZ in Q3 2020 and has held it in 24 quarters since. 1,900 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Jeppson Wealth Management held 8,599 shares of Mondelez International worth $497K as of Q2 2026.
Jeppson Wealth Management left its Mondelez International share count unchanged in Q2 2026.
Mondelez International made up 0.15% of Jeppson Wealth Management's portfolio in Q2 2026, its #140 holding.
Jeppson Wealth Management first reported a position in Mondelez International in Q3 2020 and has held it in 24 quarters since.
1,900 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.