JF
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Joule Financial’s Mondelez International MDLZ Stock Holding History

Joule Financial’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 		$296K Buy
5,117
+49
+1% +$2.95K 0.08% 93
2026
Q1 		$292K Buy
5,068
+718
+17% +$41.6K 0.09% 91
2025
Q4 		$234K Sell
4,350
-672
-13% -$38.7K 0.07% 102
2025
Q3 		$314K Buy
5,022
+77
+2% +$4.97K 0.09% 85
2025
Q2 		$333K Buy
+4,945
New +$330K 0.11% 82

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

Joule Financial's MDLZ Position: Q2 2026 in Review

Joule Financial increased its Mondelez International (MDLZ) stake by 0.97% in Q2 2026, buying an estimated $2.95K and bringing the position to 5,117 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #93.

Joule Financial first reported a position in MDLZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $333K in Q2 2025. 555 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Joule Financial held 5,117 shares of Mondelez International worth $296K as of Q2 2026.
  • Joule Financial bought 49 Mondelez International shares in Q2 2026, an estimated $2.95K.
  • Mondelez International made up 0.08% of Joule Financial's portfolio in Q2 2026, its #93 holding.
  • Joule Financial first reported a position in Mondelez International in Q2 2025 and has held it in 5 quarters since.
  • Joule Financial's Mondelez International position peaked at $333K in Q2 2025.
  • 555 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.