JWWM
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Johnson & White Wealth Management’s Mondelez International MDLZ Stock Holding History

Johnson & White 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 		$359K Sell
6,208
-436
-7% -$26.3K 0.13% 92
2026
Q1 		$383K Buy
6,644
+67
+1% +$3.88K 0.16% 81
2025
Q4 		$354K Sell
6,577
-592
-8% -$34.1K 0.15% 84
2025
Q3 		$448K Buy
7,169
+402
+6% +$25.9K 0.21% 77
2025
Q2 		$456K Buy
6,767
+1
+0% +$67 0.23% 71
2025
Q1 		$459K Buy
6,766
+1
+0% +$62 0.26% 67
2024
Q4 		$403K Buy
+6,765
New +$447K 0.24% 67
2024
Q2 		– Sell
-4,521
Closed -$316K – 72
2024
Q1 		$316K Buy
4,521
+1
+0% +$73 0.23% 63
2023
Q4 		$327K Buy
4,520
+141
+3% +$9.66K 0.27% 62
2023
Q3 		$304K Buy
+4,379
New +$316K 0.28% 61
2023
Q2 		– Sell
-4,077
Closed -$284K – 57
2023
Q1 		$284K Sell
4,077
-49,679
-92% -$3.29M 0.25% 59
2022
Q4 		$6.72M Buy
53,756
+48,232
+873% +$3.05M 6.77% 2
2022
Q3 		$303K Buy
+5,524
New +$343K 0.34% 61

Other funds holding MDLZ

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Johnson & White Wealth Management's MDLZ Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its Mondelez International (MDLZ) stake by 6.6% in Q2 2026, selling an estimated $26.3K and leaving 6,208 shares worth $359K. The position accounts for 0.13% of the portfolio, ranked #92.

Johnson & White Wealth Management first reported a position in MDLZ in Q3 2022 and has held it in 13 quarters since. The position peaked at $6.72M in Q4 2022. 667 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Johnson & White Wealth Management held 6,208 shares of Mondelez International worth $359K as of Q2 2026.
  • Johnson & White Wealth Management sold 436 Mondelez International shares in Q2 2026, an estimated $26.3K.
  • Mondelez International made up 0.13% of Johnson & White Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Johnson & White Wealth Management first reported a position in Mondelez International in Q3 2022 and has held it in 13 quarters since.
  • Johnson & White Wealth Management's Mondelez International position peaked at $6.72M in Q4 2022.
  • 667 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.