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Morris Financial Concepts’s Mondelez International MDLZ Stock Holding History

Morris Financial Concepts’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 		$310K Buy
5,359
+412
+8% +$24.8K 0.1% 107
2026
Q1 		$285K Sell
4,947
-514
-9% -$29.8K 0.1% 106
2025
Q4 		$294K Sell
5,461
-149
-3% -$8.58K 0.1% 105
2025
Q3 		$350K Sell
5,610
-41
-0.7% -$2.64K 0.13% 92
2025
Q2 		$381K Sell
5,651
-267
-5% -$17.8K 0.15% 81
2025
Q1 		$402K Buy
5,918
+216
+4% +$13.3K 0.17% 82
2024
Q4 		$341K Sell
5,702
-445
-7% -$29.4K 0.15% 84
2024
Q3 		$453K Sell
6,147
-377
-6% -$26.5K 0.19% 69
2024
Q2 		$427K Sell
6,524
-895
-12% -$61.4K 0.2% 67
2024
Q1 		$519K Sell
7,419
-231
-3% -$16.9K 0.27% 55
2023
Q4 		$554K Buy
7,650
+42
+0.6% +$2.88K 0.32% 43
2023
Q3 		$528K Sell
7,608
-582
-7% -$41.9K 0.35% 39
2023
Q2 		$597K Sell
8,190
-137
-2% -$10.1K 0.39% 40
2023
Q1 		$581K Buy
8,327
+238
+3% +$15.8K 0.41% 38
2022
Q4 		$539K Buy
8,089
+655
+9% +$41.4K 0.44% 42
2022
Q3 		$408K Sell
7,434
-448
-6% -$27.8K 0.42% 37
2022
Q2 		$489K Buy
7,882
+333
+4% +$21K 0.46% 36
2022
Q1 		$474K Sell
7,549
-411
-5% -$26.8K 0.4% 39
2021
Q4 		$528K Buy
+7,960
New +$491K 0.44% 35

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

Morris Financial Concepts's MDLZ Position: Q2 2026 in Review

Morris Financial Concepts increased its Mondelez International (MDLZ) stake by 8.3% in Q2 2026, buying an estimated $24.8K and bringing the position to 5,359 shares worth $310K. The position accounts for 0.1% of the portfolio, ranked #107.

Morris Financial Concepts first reported a position in MDLZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $597K in Q2 2023. 1,903 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Morris Financial Concepts held 5,359 shares of Mondelez International worth $310K as of Q2 2026.
  • Morris Financial Concepts bought 412 Mondelez International shares in Q2 2026, an estimated $24.8K.
  • Mondelez International made up 0.1% of Morris Financial Concepts's portfolio in Q2 2026, its #107 holding.
  • Morris Financial Concepts first reported a position in Mondelez International in Q4 2021 and has held it in 19 quarters since.
  • Morris Financial Concepts's Mondelez International position peaked at $597K in Q2 2023.
  • 1,903 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.