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Navigoe Wealth Management’s Mondelez International MDLZ Stock Holding History

Navigoe 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 		$10K Buy
184
+27
+17% +$1.63K 0.01% 140
2026
Q1 		$9K Hold
157
– – 0.01% 121
2025
Q4 		$8K Hold
157
– – ﹤0.01% 161
2025
Q3 		$9K Hold
157
– – 0.01% 156
2025
Q2 		$10K Hold
157
– – 0.01% 114
2025
Q1 		$10K Hold
157
– – 0.01% 113
2024
Q4 		$9K Buy
+157
New +$10.4K 0.01% 114

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 $3.38T AUM 44.17% 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

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

Navigoe Wealth Management increased its Mondelez International (MDLZ) stake by 17% in Q2 2026, buying an estimated $1.63K and bringing the position to 184 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #140.

Navigoe Wealth Management first reported a position in MDLZ in Q4 2024 and has held it in 7 quarters since. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Navigoe Wealth Management held 184 shares of Mondelez International worth $10K as of Q2 2026.
  • Navigoe Wealth Management bought 27 Mondelez International shares in Q2 2026, an estimated $1.63K.
  • Mondelez International made up 0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Navigoe Wealth Management first reported a position in Mondelez International in Q4 2024 and has held it in 7 quarters since.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.