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Lodestone Wealth Management’s Mondelez International MDLZ Stock Holding History

Lodestone Wealth 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 		$37K Buy
640
+1
+0.2% +$60 0.01% 338
2026
Q1 		$36.9K Hold
639
– – 0.01% 326
2025
Q4 		$34.4K Buy
+639
New +$36.8K 0.01% 330

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

Lodestone Wealth Management's MDLZ Position: Q2 2026 in Review

Lodestone Wealth Management increased its Mondelez International (MDLZ) stake by 0.16% in Q2 2026, buying an estimated $60 and bringing the position to 640 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #338.

Lodestone Wealth Management first reported a position in MDLZ in Q4 2025 and has held it in 3 quarters since. 1,895 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Lodestone Wealth Management held 640 shares of Mondelez International worth $37K as of Q2 2026.
  • Lodestone Wealth Management bought 1 Mondelez International share in Q2 2026, an estimated $60.
  • Mondelez International made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #338 holding.
  • Lodestone Wealth Management first reported a position in Mondelez International in Q4 2025 and has held it in 3 quarters since.
  • 1,895 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.