Modern Wealth Management’s Mondelez International MDLZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$413K Buy
7,146
+1,945
+37% +$117K ﹤0.01% 771
2026
Q1
$297K Buy
+5,201
New +$301K 0.01% 716
2025
Q4
– Sell
-7,001
Closed -$437K – 874
2025
Q3
$437K Buy
7,001
+227
+3% +$14.6K 0.01% 542
2025
Q2
$457K Buy
6,774
+1,423
+27% +$94.9K 0.01% 500
2025
Q1
$363K Buy
+5,351
New +$330K 0.01% 480

Other funds holding MDLZ

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

Modern Wealth Management increased its Mondelez International (MDLZ) stake by 37% in Q2 2026, buying an estimated $117K and bringing the position to 7,146 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Modern Wealth Management first reported a position in MDLZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $457K in Q2 2025. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Modern Wealth Management held 7,146 shares of Mondelez International worth $413K as of Q2 2026.
  • Modern Wealth Management bought 1,945 Mondelez International shares in Q2 2026, an estimated $117K.
  • Mondelez International made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #771 holding.
  • Modern Wealth Management first reported a position in Mondelez International in Q1 2025 and has held it in 5 quarters since.
  • Modern Wealth Management's Mondelez International position peaked at $457K in Q2 2025.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.