Morningstar Investment Management’s Mondelez International MDLZ Stock Holding History

Morningstar Investment 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	$7.29M	Hold	126,467	–	–	0.45%	43
2026 Q1	$7.29M	Buy	126,467 +10,310	+9%	+$597K	0.45%	43
2025 Q4	$6.25M	Sell	116,157 -44,477	-28%	-$2.56M	0.37%	59
2025 Q3	$10M	Buy	160,634 +133,427	+490%	+$8.61M	0.37%	59
2025 Q2	$1.83M	Sell	27,207 -1,305	-5%	-$87.1K	0.16%	38
2025 Q1	$1.94M	Buy	28,512 +6,548	+30%	+$404K	0.16%	40
2024 Q4	$1.31M	Buy	21,964 +1,195	+6%	+$79K	0.1%	55
2024 Q3	$1.47M	Buy	20,769 +192	+0.9%	+$13.5K	0.14%	66
2024 Q2	$1.35M	Hold	20,577	–	–	0.14%	69
2024 Q1	$1.44M	Hold	20,577	–	–	0.16%	66
2023 Q4	$1.49M	Sell	20,577 -595	-3%	-$40.8K	0.17%	65
2023 Q3	$1.47M	Buy	21,172 +46	+0.2%	+$3.31K	0.2%	45
2023 Q2	$1.54M	Buy	21,126 +14,516	+220%	+$1.07M	0.2%	45
2023 Q1	$461K	Hold	6,610	–	–	0.07%	57
2022 Q4	$441K	Buy	+6,610	New	+$418K	0.07%	59

Other funds holding MDLZ

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Morningstar Investment Management's MDLZ Position: Q2 2026 in Review

Morningstar Investment Management held its Mondelez International (MDLZ) position steady in Q2 2026 at 126,467 shares worth $7.29M. The position accounts for 0.45% of the portfolio, ranked #43.

Morningstar Investment Management first reported a position in MDLZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $10M in Q3 2025. 829 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Morningstar Investment Management held 126,467 shares of Mondelez International worth $7.29M as of Q2 2026.
Morningstar Investment Management left its Mondelez International share count unchanged in Q2 2026.
Mondelez International made up 0.45% of Morningstar Investment Management's portfolio in Q2 2026, its #43 holding.
Morningstar Investment Management first reported a position in Mondelez International in Q4 2022 and has held it in 15 quarters since.
Morningstar Investment Management's Mondelez International position peaked at $10M in Q3 2025.
829 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.