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Measured Wealth Private Client Group’s Mondelez International MDLZ Stock Holding History

Measured Wealth Private Client Group’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 		$85K Hold
1,469
– – 0.02% 261
2026
Q1 		$84.7K Hold
1,469
– – 0.02% 246
2025
Q4 		$79.1K Sell
1,469
-25
-2% -$1.44K 0.02% 266
2025
Q3 		$93.3K Buy
+1,494
New +$96.4K 0.03% 249
2024
Q3 		– Sell
-3,621
Closed -$237K – 191
2024
Q2 		$237K Buy
3,621
+120
+3% +$8.23K 0.08% 165
2024
Q1 		$245K Hold
3,501
– – 0.09% 170
2023
Q4 		$254K Buy
3,501
+40
+1% +$2.74K 0.09% 159
2023
Q3 		$240K Sell
3,461
-20
-0.6% -$1.44K 0.1% 147
2023
Q2 		$254K Sell
3,481
-40
-1% -$2.96K 0.1% 155
2023
Q1 		$245K Sell
3,521
-26
-0.7% -$1.72K 0.09% 149
2022
Q4 		$236K Sell
3,547
-245
-6% -$15.5K 0.1% 143
2022
Q3 		$208K Sell
3,792
-89
-2% -$5.53K 0.09% 138
2022
Q2 		$241K Sell
3,881
-38
-1% -$2.4K 0.11% 139
2022
Q1 		$246K Buy
3,919
+105
+3% +$6.83K 0.09% 143
2021
Q4 		$253K Hold
3,814
– – 0.09% 137
2021
Q3 		$222K Hold
3,814
– – 0.09% 146
2021
Q2 		$238K Sell
3,814
-29
-0.8% -$1.79K 0.08% 156
2021
Q1 		$225K Hold
3,843
– – 0.08% 144
2020
Q4 		$225K Sell
3,843
-700
-15% -$40K 0.09% 124
2020
Q3 		$261K Buy
4,543
+401
+10% +$22.3K 0.13% 95
2020
Q2 		$212K Buy
+4,142
New +$213K 0.12% 108
2019
Q4 		– Sell
-3,876
Closed -$214K – 127
2019
Q3 		$214K Buy
+3,876
New +$212K 0.14% 114
2018
Q4 		– Sell
-2,244
Closed -$95K – 449
2018
Q3 		$95K Buy
+2,244
New +$95.7K 0.06% 242

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 $3.38T AUM 44.17% 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

Measured Wealth Private Client Group's MDLZ Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Mondelez International (MDLZ) position steady in Q2 2026 at 1,469 shares worth $85K. The position accounts for 0.02% of the portfolio, ranked #261.

Measured Wealth Private Client Group first reported a position in MDLZ in Q3 2018 and has held it in 23 quarters since. The position peaked at $261K in Q3 2020. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Measured Wealth Private Client Group held 1,469 shares of Mondelez International worth $85K as of Q2 2026.
  • Measured Wealth Private Client Group left its Mondelez International share count unchanged in Q2 2026.
  • Mondelez International made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #261 holding.
  • Measured Wealth Private Client Group first reported a position in Mondelez International in Q3 2018 and has held it in 23 quarters since.
  • Measured Wealth Private Client Group's Mondelez International position peaked at $261K in Q3 2020.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.