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Patriot Financial Group Insurance Agency’s Mondelez International MDLZ Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-4,264
Closed -$246K – 616
2026
Q1 		$246K Buy
+4,264
New +$247K 0.01% 617
2022
Q3 		– Sell
-1,635
Closed -$101K – 1314
2022
Q2 		$101K Sell
1,635
-362
-18% -$22.9K 0.02% 540
2022
Q1 		$125K Buy
1,997
+56
+3% +$3.65K 0.02% 525
2021
Q4 		$129K Buy
1,941
+29
+2% +$1.79K 0.02% 579
2021
Q3 		$111K Buy
1,912
+244
+15% +$15.2K 0.02% 618
2021
Q2 		$104K Buy
1,668
+5
+0.3% +$308 0.02% 613
2021
Q1 		$97K Sell
1,663
-32
-2% -$1.81K 0.02% 566
2020
Q4 		$99K Sell
1,695
-30
-2% -$1.72K 0.02% 500
2020
Q3 		$99K Sell
1,725
-57
-3% -$3.17K 0.03% 389
2020
Q2 		$91K Buy
1,782
+73
+4% +$3.75K 0.03% 367
2020
Q1 		$86K Sell
1,709
-288
-14% -$15.6K 0.04% 343
2019
Q4 		$110K Sell
1,997
-508
-20% -$27.2K 0.04% 326
2019
Q3 		$139K Buy
2,505
+181
+8% +$9.9K 0.06% 259
2019
Q2 		$128K Buy
2,324
+888
+62% +$46.1K 0.06% 268
2019
Q1 		$72K Buy
1,436
+82
+6% +$3.76K 0.04% 326
2018
Q4 		$54K Sell
1,354
-112
-8% -$4.78K 0.04% 309
2018
Q3 		$63K Sell
1,466
-110
-7% -$4.69K 0.04% 270
2018
Q2 		$65K Buy
1,576
+2
+0.1% +$80 0.07% 160
2018
Q1 		$64K Hold
1,574
– – 0.05% 278
2017
Q4 		$68K Buy
1,574
+1
+0.1% +$42 0.05% 255
2017
Q3 		$64K Hold
1,573
– – 0.06% 225
2017
Q2 		$68K Buy
1,573
+1
+0.1% +$45 0.07% 197
2017
Q1 		$69K Buy
1,572
+461
+41% +$20.4K 0.07% 189
2016
Q4 		$50K Buy
+1,111
New +$47.9K 0.07% 216

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MDLZ Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Mondelez International (MDLZ) in Q2 2026, closing a stake of 4,264 shares — an estimated $246K sold.

Patriot Financial Group Insurance Agency first reported a position in MDLZ in Q4 2016 and held it in 24 quarters. The position peaked at $246K in Q1 2026. 1,157 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Mondelez International position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4,264 Mondelez International shares in Q2 2026, an estimated $246K.
  • Patriot Financial Group Insurance Agency first reported a position in Mondelez International in Q4 2016 and held it in 24 quarters.
  • Patriot Financial Group Insurance Agency's Mondelez International position peaked at $246K in Q1 2026.
  • 1,157 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.