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LifeSteps Financial’s Mondelez International MDLZ Stock Holding History

LifeSteps 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 		$120K Buy
+2,069
New +$125K 0.06% 136
2024
Q2 		– Sell
-2,029
Closed -$142K – 269
2024
Q1 		$142K Buy
+2,029
New +$148K 0.11% 95

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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

LifeSteps Financial's MDLZ Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Mondelez International (MDLZ) in Q2 2026: 2,069 shares worth $120K. The stake represents 0.06% of the portfolio and ranks #136 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in MDLZ as recently as Q1 2024.

LifeSteps Financial first reported a position in MDLZ in Q1 2024 and has held it in 2 quarters since. The position peaked at $142K in Q1 2024. 573 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • LifeSteps Financial held 2,069 shares of Mondelez International worth $120K as of Q2 2026.
  • Mondelez International was a new LifeSteps Financial position in Q2 2026.
  • Mondelez International made up 0.06% of LifeSteps Financial's portfolio in Q2 2026, its #136 holding.
  • LifeSteps Financial first reported a position in Mondelez International in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Mondelez International position peaked at $142K in Q1 2024.
  • 573 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.