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LifePlan Financial’s Mondelez International MDLZ Stock Holding History

LifePlan Financial’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 		$1.37M Buy
23,701
+7,894
+50% +$476K 0.96% 34
2026
Q1 		$911K Buy
15,807
+4,879
+45% +$283K 0.67% 50
2025
Q4 		$588K Sell
10,928
-572
-5% -$32.9K 0.45% 65
2025
Q3 		$718K Buy
11,500
+6,805
+145% +$439K 0.57% 57
2025
Q2 		$317K Sell
4,695
-212
-4% -$14.1K 0.26% 80
2025
Q1 		$333K Buy
+4,907
New +$302K 0.29% 79

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

LifePlan Financial's MDLZ Position: Q2 2026 in Review

LifePlan Financial increased its Mondelez International (MDLZ) stake by 50% in Q2 2026, buying an estimated $476K and bringing the position to 23,701 shares worth $1.37M. The position accounts for 0.96% of the portfolio, ranked #34.

LifePlan Financial first reported a position in MDLZ in Q1 2025 and has held it in 6 quarters since. 660 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • LifePlan Financial held 23,701 shares of Mondelez International worth $1.37M as of Q2 2026.
  • LifePlan Financial bought 7,894 Mondelez International shares in Q2 2026, an estimated $476K.
  • Mondelez International made up 0.96% of LifePlan Financial's portfolio in Q2 2026, its #34 holding.
  • LifePlan Financial first reported a position in Mondelez International in Q1 2025 and has held it in 6 quarters since.
  • 660 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.