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Keystone Wealth Services’s Mondelez International MDLZ Stock Holding History

Keystone Wealth Services’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 		$235K Buy
4,058
+28
+0.7% +$1.69K 0.04% 290
2026
Q1 		$232K Sell
4,030
-675
-14% -$39.1K 0.05% 273
2025
Q4 		$253K Buy
4,705
+1
+0% +$58 0.05% 216
2025
Q3 		$294K Sell
4,704
-30
-0.6% -$1.94K 0.06% 244
2025
Q2 		$319K Buy
4,734
+1
+0% +$67 0.08% 224
2025
Q1 		$321K Hold
4,733
– – 0.09% 198
2024
Q4 		$283K Sell
4,733
-53
-1% -$3.5K 0.07% 212
2024
Q3 		$353K Sell
4,786
-147
-3% -$10.3K 0.1% 183
2024
Q2 		$323K Buy
4,933
+30
+0.6% +$2.06K 0.1% 169
2024
Q1 		$343K Sell
4,903
-23
-0.5% -$1.68K 0.11% 159
2023
Q4 		$357K Hold
4,926
– – 0.12% 153
2023
Q3 		$342K Sell
4,926
-30
-0.6% -$2.16K 0.13% 149
2023
Q2 		$361K Buy
4,956
+41
+0.8% +$3.03K 0.14% 141
2023
Q1 		$343K Buy
4,915
+10
+0.2% +$662 0.14% 139
2022
Q4 		$327K Hold
4,905
– – 0.14% 137
2022
Q3 		$269K Buy
4,905
+7
+0.1% +$435 0.13% 129
2022
Q2 		$304K Hold
4,898
– – 0.14% 122
2022
Q1 		$307K Hold
4,898
– – 0.12% 134
2021
Q4 		$325K Buy
+4,898
New +$302K 0.13% 128

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Keystone Wealth Services's MDLZ Position: Q2 2026 in Review

Keystone Wealth Services increased its Mondelez International (MDLZ) stake by 0.69% in Q2 2026, buying an estimated $1.69K and bringing the position to 4,058 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #290.

Keystone Wealth Services first reported a position in MDLZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $361K in Q2 2023. 1,903 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Keystone Wealth Services held 4,058 shares of Mondelez International worth $235K as of Q2 2026.
  • Keystone Wealth Services bought 28 Mondelez International shares in Q2 2026, an estimated $1.69K.
  • Mondelez International made up 0.04% of Keystone Wealth Services's portfolio in Q2 2026, its #290 holding.
  • Keystone Wealth Services first reported a position in Mondelez International in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's Mondelez International position peaked at $361K in Q2 2023.
  • 1,903 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.