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Journey Retirement Planning & Investment Management’s Mondelez International MDLZ Stock Holding History

Journey Retirement Planning & Investment 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 		$862K Buy
14,901
+5,653
+61% +$341K 0.67% 35
2026
Q1 		$533K Buy
9,248
+4,228
+84% +$245K 0.47% 67
2025
Q4 		$270K Buy
+5,020
New +$289K 0.06% 211

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Journey Retirement Planning & Investment Management's MDLZ Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Mondelez International (MDLZ) stake by 61% in Q2 2026, buying an estimated $341K and bringing the position to 14,901 shares worth $862K. The position accounts for 0.67% of the portfolio, ranked #35.

Journey Retirement Planning & Investment Management first reported a position in MDLZ in Q4 2025 and has held it in 3 quarters since. 1,157 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 14,901 shares of Mondelez International worth $862K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 5,653 Mondelez International shares in Q2 2026, an estimated $341K.
  • Mondelez International made up 0.67% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #35 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Mondelez International in Q4 2025 and has held it in 3 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.