LRI Investments’s Mondelez International MDLZ Stock Holding History

LRI Investments’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	$87.4K	Buy	1,511 +41	+3%	+$2.47K	0.01%	465
2026 Q1	$84.7K	Sell	1,470 -5,851	-80%	-$339K	0.01%	439
2025 Q4	$394K	Sell	7,321 -795	-10%	-$45.8K	0.03%	196
2025 Q3	$507K	Buy	8,116 +119	+1%	+$7.67K	0.04%	182
2025 Q2	$539K	Buy	7,997 +38	+0.5%	+$2.54K	0.05%	170
2025 Q1	$540K	Hold	7,959	–	–	0.05%	157
2024 Q4	$475K	Hold	7,959	–	–	0.05%	144
2024 Q3	$522K	Buy	7,959 +25	+0.3%	+$1.76K	0.05%	145
2024 Q2	$519K	Buy	7,934 +6,000	+310%	+$412K	0.06%	106
2024 Q1	$135K	Buy	+1,934	New	+$141K	0.03%	165

Other funds holding MDLZ

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

LRI Investments's MDLZ Position: Q2 2026 in Review

LRI Investments increased its Mondelez International (MDLZ) stake by 2.8% in Q2 2026, buying an estimated $2.47K and bringing the position to 1,511 shares worth $87.4K. The position accounts for 0.01% of the portfolio, ranked #465.

LRI Investments first reported a position in MDLZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $540K in Q1 2025. 609 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

LRI Investments held 1,511 shares of Mondelez International worth $87.4K as of Q2 2026.
LRI Investments bought 41 Mondelez International shares in Q2 2026, an estimated $2.47K.
Mondelez International made up 0.01% of LRI Investments's portfolio in Q2 2026, its #465 holding.
LRI Investments first reported a position in Mondelez International in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Mondelez International position peaked at $540K in Q1 2025.
609 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.