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Legacy Wealth Asset Management’s Mondelez International MDLZ Stock Holding History

Legacy Wealth Asset 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 		$712K Buy
12,305
+39
+0.3% +$2.35K 0.16% 202
2026
Q1 		$707K Buy
12,266
+613
+5% +$35.5K 0.17% 197
2025
Q4 		$627K Sell
11,653
-189
-2% -$10.9K 0.15% 219
2025
Q3 		$740K Buy
11,842
+2,210
+23% +$143K 0.18% 178
2025
Q2 		$650K Sell
9,632
-49
-0.5% -$3.27K 0.17% 194
2025
Q1 		$657K Sell
9,681
-9
-0.1% -$555 0.18% 180
2024
Q4 		$579K Sell
9,690
-39
-0.4% -$2.58K 0.16% 211
2024
Q3 		$717K Sell
9,729
-14
-0.1% -$984 0.19% 160
2024
Q2 		$638K Buy
9,743
+126
+1% +$8.64K 0.18% 174
2024
Q1 		$673K Buy
9,617
+91
+1% +$6.64K 0.19% 160
2023
Q4 		$690K Sell
9,526
-7
-0.1% -$480 0.23% 145
2023
Q3 		$662K Buy
9,533
+58
+0.6% +$4.18K 0.24% 129
2023
Q2 		$691K Sell
9,475
-4,384
-32% -$324K 0.24% 132
2023
Q1 		$966K Sell
13,859
-74
-0.5% -$4.9K 0.35% 80
2022
Q4 		$929K Buy
13,933
+167
+1% +$10.6K 0.35% 84
2022
Q3 		$755K Sell
13,766
-1,157
-8% -$71.9K 0.33% 99
2022
Q2 		$927K Buy
14,923
+131
+0.9% +$8.28K 0.38% 87
2022
Q1 		$929K Buy
14,792
+328
+2% +$21.3K 0.33% 118
2021
Q4 		$959K Buy
14,464
+786
+6% +$48.5K 0.32% 117
2021
Q3 		$796K Buy
13,678
+146
+1% +$9.08K 0.36% 108
2021
Q2 		$845K Sell
13,532
-69
-0.5% -$4.25K 0.38% 102
2021
Q1 		$796K Buy
13,601
+314
+2% +$17.7K 0.37% 100
2020
Q4 		$777K Buy
+13,287
New +$759K 0.39% 88

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

Legacy Wealth Asset Management's MDLZ Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Mondelez International (MDLZ) stake by 0.32% in Q2 2026, buying an estimated $2.35K and bringing the position to 12,305 shares worth $712K. The position accounts for 0.16% of the portfolio, ranked #202.

Legacy Wealth Asset Management first reported a position in MDLZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $966K in Q1 2023. 667 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Legacy Wealth Asset Management held 12,305 shares of Mondelez International worth $712K as of Q2 2026.
  • Legacy Wealth Asset Management bought 39 Mondelez International shares in Q2 2026, an estimated $2.35K.
  • Mondelez International made up 0.16% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #202 holding.
  • Legacy Wealth Asset Management first reported a position in Mondelez International in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Mondelez International position peaked at $966K in Q1 2023.
  • 667 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.