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Newbridge Financial Services Group’s Mondelez International MDLZ Stock Holding History

Newbridge Financial Services Group’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 		$94.9K Sell
1,641
-452
-22% -$27.2K 0.01% 340
2026
Q1 		$121K Buy
2,093
+18
+0.9% +$1.04K 0.02% 287
2025
Q4 		$112K Sell
2,075
-491
-19% -$28.3K 0.02% 301
2025
Q3 		$160K Buy
2,566
+14
+0.5% +$903 0.02% 327
2025
Q2 		$172K Buy
2,552
+14
+0.6% +$934 0.03% 312
2025
Q1 		$172K Sell
2,538
-1,715
-40% -$106K 0.04% 207
2024
Q4 		$254K Sell
4,253
-2,039
-32% -$135K 0.07% 181
2024
Q3 		$464K Buy
6,292
+37
+0.6% +$2.6K 0.16% 100
2024
Q2 		$409K Sell
6,255
-1,606
-20% -$110K 0.15% 114
2024
Q1 		$550K Buy
7,861
+6,429
+449% +$469K 0.24% 89
2023
Q4 		$104K Buy
1,432
+455
+47% +$31.2K 0.05% 270
2023
Q3 		$67.8K Buy
977
+157
+19% +$11.3K 0.03% 360
2023
Q2 		$59.8K Buy
820
+800
+4,000% +$59.1K 0.03% 417
2023
Q1 		$1.39K Hold
20
– – ﹤0.01% 1245
2022
Q4 		$1.33K Hold
20
– – ﹤0.01% 1272
2022
Q3 		$1K Hold
20
– – ﹤0.01% 1311
2022
Q2 		$1K Sell
20
-191
-91% -$12.1K ﹤0.01% 1286
2022
Q1 		$13K Hold
211
– – 0.01% 861
2021
Q4 		$14K Hold
211
– – 0.01% 837
2021
Q3 		$12K Hold
211
– – 0.01% 828
2021
Q2 		$13K Sell
211
-6,500
-97% -$400K 0.01% 909
2021
Q1 		$393K Sell
6,711
-189
-3% -$10.7K 0.29% 79
2020
Q4 		$403K Sell
6,900
-757
-10% -$43.3K 0.33% 70
2020
Q3 		$440K Buy
+7,657
New +$426K 0.43% 52

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

Newbridge Financial Services Group's MDLZ Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Mondelez International (MDLZ) stake by 22% in Q2 2026, selling an estimated $27.2K and leaving 1,641 shares worth $94.9K. The position accounts for 0.01% of the portfolio, ranked #340.

Newbridge Financial Services Group first reported a position in MDLZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $550K in Q1 2024. 1,895 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Newbridge Financial Services Group held 1,641 shares of Mondelez International worth $94.9K as of Q2 2026.
  • Newbridge Financial Services Group sold 452 Mondelez International shares in Q2 2026, an estimated $27.2K.
  • Mondelez International made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #340 holding.
  • Newbridge Financial Services Group first reported a position in Mondelez International in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's Mondelez International position peaked at $550K in Q1 2024.
  • 1,895 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.