MWM
MDLZ icon

Meridian Wealth Management’s Mondelez International MDLZ Stock Holding History

Meridian 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 		$470K Buy
8,122
+219
+3% +$13.2K 0.01% 557
2026
Q1 		$456K Buy
7,903
+57
+0.7% +$3.3K 0.02% 536
2025
Q4 		$422K Sell
7,846
-231
-3% -$13.3K 0.01% 540
2025
Q3 		$505K Sell
8,077
-63
-0.8% -$4.06K 0.02% 477
2025
Q2 		$549K Sell
8,140
-6
-0.1% -$400 0.02% 426
2025
Q1 		$553K Sell
8,146
-106
-1% -$6.53K 0.03% 393
2024
Q4 		$493K Sell
8,252
-101
-1% -$6.68K 0.02% 410
2024
Q3 		$615K Buy
+8,353
New +$587K 0.03% 375
2024
Q2 		– Sell
-9,955
Closed -$697K – 450
2024
Q1 		$697K Buy
9,955
+42
+0.4% +$3.07K 0.12% 115
2023
Q4 		$718K Sell
9,913
-9,951
-50% -$682K 0.05% 312
2023
Q3 		$1.38M Buy
19,864
+9,757
+97% +$703K 0.08% 194
2023
Q2 		$737K Sell
10,107
-105
-1% -$7.76K 0.06% 249
2023
Q1 		$712K Buy
10,212
+127
+1% +$8.41K 0.06% 259
2022
Q4 		$672K Buy
10,085
+678
+7% +$42.9K 0.07% 257
2022
Q3 		$516K Sell
9,407
-2,133
-18% -$132K 0.06% 271
2022
Q2 		$716K Buy
11,540
+5,571
+93% +$352K 0.06% 286
2022
Q1 		$375K Sell
5,969
-221
-4% -$14.4K 0.04% 272
2021
Q4 		$410K Buy
6,190
+310
+5% +$19.1K 0.04% 270
2021
Q3 		$342K Buy
5,880
+56
+1% +$3.48K 0.04% 287
2021
Q2 		$364K Buy
+5,824
New +$359K 0.05% 275

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

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

Meridian Wealth Management increased its Mondelez International (MDLZ) stake by 2.8% in Q2 2026, buying an estimated $13.2K and bringing the position to 8,122 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #557.

Meridian Wealth Management first reported a position in MDLZ in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.38M in Q3 2023. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Meridian Wealth Management held 8,122 shares of Mondelez International worth $470K as of Q2 2026.
  • Meridian Wealth Management bought 219 Mondelez International shares in Q2 2026, an estimated $13.2K.
  • Mondelez International made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #557 holding.
  • Meridian Wealth Management first reported a position in Mondelez International in Q2 2021 and has held it in 20 quarters since.
  • Meridian Wealth Management's Mondelez International position peaked at $1.38M in Q3 2023.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.