KMWM
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Keudell/Morrison Wealth Management’s Mondelez International MDLZ Stock Holding History

Keudell/Morrison 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 		$249K Hold
4,302
– – 0.05% 224
2026
Q1 		$248K Buy
+4,302
New +$249K 0.05% 205

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Keudell/Morrison Wealth Management's MDLZ Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its Mondelez International (MDLZ) position steady in Q2 2026 at 4,302 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #224.

Keudell/Morrison Wealth Management first reported a position in MDLZ in Q1 2026 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Keudell/Morrison Wealth Management held 4,302 shares of Mondelez International worth $249K as of Q2 2026.
  • Keudell/Morrison Wealth Management left its Mondelez International share count unchanged in Q2 2026.
  • Mondelez International made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Keudell/Morrison Wealth Management first reported a position in Mondelez International in Q1 2026 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.