MBFW
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Morton Brown Family Wealth’s Mondelez International MDLZ Stock Holding History

Morton Brown Family Wealth’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 		$44.2K Hold
764
– – 0.01% 129
2026
Q1 		$44K Hold
764
– – 0.01% 124
2025
Q4 		$41.1K Buy
764
+3
+0.4% +$173 0.01% 123
2025
Q3 		$47.5K Hold
761
– – 0.01% 112
2025
Q2 		$51.3K Hold
761
– – 0.02% 106
2025
Q1 		$51.6K Hold
761
– – 0.02% 102
2024
Q4 		$45.5K Hold
761
– – 0.02% 108
2024
Q3 		$56.1K Hold
761
– – 0.02% 93
2024
Q2 		$50.9K Hold
761
– – 0.02% 90
2024
Q1 		$53.3K Hold
761
– – 0.02% 85
2023
Q4 		$55.1K Hold
761
– – 0.02% 96
2023
Q3 		$52.8K Hold
761
– – 0.03% 77
2023
Q2 		$55.5K Sell
761
-25
-3% -$1.85K 0.03% 72
2023
Q1 		$54.8K Buy
786
+25
+3% +$1.66K 0.03% 74
2022
Q4 		$50.7K Hold
761
– – 0.03% 75
2022
Q3 		$42K Sell
761
-10
-1% -$621 0.03% 69
2022
Q2 		$48K Buy
771
+10
+1% +$632 0.04% 67
2022
Q1 		$48K Hold
761
– – 0.04% 68
2021
Q4 		$51K Buy
+761
New +$47K 0.04% 74

Other funds holding MDLZ

LT
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Morton Brown Family Wealth's MDLZ Position: Q2 2026 in Review

Morton Brown Family Wealth held its Mondelez International (MDLZ) position steady in Q2 2026 at 764 shares worth $44.2K. The position accounts for 0.01% of the portfolio, ranked #129.

Morton Brown Family Wealth first reported a position in MDLZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $56.1K in Q3 2024. 609 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Morton Brown Family Wealth held 764 shares of Mondelez International worth $44.2K as of Q2 2026.
  • Morton Brown Family Wealth left its Mondelez International share count unchanged in Q2 2026.
  • Mondelez International made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #129 holding.
  • Morton Brown Family Wealth first reported a position in Mondelez International in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's Mondelez International position peaked at $56.1K in Q3 2024.
  • 609 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.