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Liberty One Investment Management’s Mondelez International MDLZ Stock Holding History

Liberty One 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 		$16.7M Buy
289,563
+28,645
+11% +$1.73M 1.67% 22
2026
Q1 		$15M Sell
260,918
-52,968
-17% -$3.07M 1.55% 24
2025
Q4 		$16.9M Sell
313,886
-476,751
-60% -$27.4M 2.16% 22
2025
Q3 		$49.4M Buy
790,637
+397,520
+101% +$25.6M 2.78% 22
2025
Q2 		$26.5M Buy
393,117
+6,772
+2% +$452K 2.68% 18
2025
Q1 		$26.2M Buy
386,345
+28,050
+8% +$1.73M 2.65% 18
2024
Q4 		$21.4M Buy
358,295
+11,946
+3% +$790K 2.32% 22
2024
Q3 		$25.5M Buy
346,349
+4,456
+1% +$313K 2.61% 19
2024
Q2 		$22.4M Buy
341,893
+13,995
+4% +$960K 2.52% 21
2024
Q1 		$23M Sell
327,898
-65
-0% -$4.75K 2.6% 18
2023
Q4 		$23.8M Buy
327,963
+6,299
+2% +$432K 2.93% 16
2023
Q3 		$22.3M Sell
321,664
-4,204
-1% -$303K 3.24% 11
2023
Q2 		$23.8M Sell
325,868
-252
-0.1% -$18.6K 3.08% 14
2023
Q1 		$22.7M Buy
326,120
+11,580
+4% +$767K 3.1% 13
2022
Q4 		$21M Buy
314,540
+12,968
+4% +$820K 3.01% 15
2022
Q3 		$16.5M Buy
301,572
+39,613
+15% +$2.46M 2.72% 19
2022
Q2 		$16.4M Sell
261,959
-17,264
-6% -$1.09M 2.78% 17
2022
Q1 		$17.5M Buy
279,223
+4,875
+2% +$317K 2.66% 19
2021
Q4 		$18.2M Buy
274,348
+10,839
+4% +$669K 2.74% 16
2021
Q3 		$15.3M Buy
263,509
+1,550
+0.6% +$96.4K 2.62% 18
2021
Q2 		$16.4M Buy
261,959
+2,765
+1% +$170K 2.76% 17
2021
Q1 		$15.2M Buy
259,194
+6,082
+2% +$343K 2.7% 20
2020
Q4 		$14.8M Buy
253,112
+5,472
+2% +$313K 2.78% 21
2020
Q3 		$14.2M Buy
247,640
+10,453
+4% +$582K 2.91% 20
2020
Q2 		$12.1M Buy
237,187
+12,972
+6% +$666K 2.72% 18
2020
Q1 		$11.2M Sell
224,215
-6,718
-3% -$364K 2.89% 17
2019
Q4 		$12.7M Buy
+230,933
New +$12.4M 2.75% 20

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

Liberty One Investment Management's MDLZ Position: Q2 2026 in Review

Liberty One Investment Management increased its Mondelez International (MDLZ) stake by 11% in Q2 2026, buying an estimated $1.73M and bringing the position to 289,563 shares worth $16.7M. The position accounts for 1.67% of the portfolio, ranked #22.

Liberty One Investment Management first reported a position in MDLZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $49.4M in Q3 2025. 1,901 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Liberty One Investment Management held 289,563 shares of Mondelez International worth $16.7M as of Q2 2026.
  • Liberty One Investment Management bought 28,645 Mondelez International shares in Q2 2026, an estimated $1.73M.
  • Mondelez International made up 1.67% of Liberty One Investment Management's portfolio in Q2 2026, its #22 holding.
  • Liberty One Investment Management first reported a position in Mondelez International in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's Mondelez International position peaked at $49.4M in Q3 2025.
  • 1,901 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.