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Personal CFO Solutions’s Mondelez International MDLZ Stock Holding History

Personal CFO Solutions’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 		$479K Buy
8,203
+1,041
+15% +$62.7K 0.07% 264
2026
Q1 		$416K Buy
7,162
+533
+8% +$30.9K 0.06% 282
2025
Q4 		$357K Sell
6,629
-3,802
-36% -$219K 0.06% 311
2025
Q3 		$652K Buy
10,431
+522
+5% +$33.7K 0.11% 182
2025
Q2 		$668K Buy
9,909
+3,346
+51% +$223K 0.12% 175
2025
Q1 		$445K Buy
6,563
+599
+10% +$36.9K 0.09% 230
2024
Q4 		$356K Sell
5,964
-421
-7% -$27.8K 0.07% 269
2024
Q3 		$470K Sell
6,385
-158
-2% -$11.1K 0.07% 277
2024
Q2 		$428K Sell
6,543
-274
-4% -$18.8K 0.07% 286
2024
Q1 		$477K Buy
6,817
+63
+0.9% +$4.6K 0.07% 265
2023
Q4 		$489K Sell
6,754
-489
-7% -$33.5K 0.08% 229
2023
Q3 		$503K Buy
7,243
+31
+0.4% +$2.23K 0.1% 196
2023
Q2 		$526K Sell
7,212
-78
-1% -$5.76K 0.11% 194
2023
Q1 		$508K Buy
7,290
+543
+8% +$36K 0.11% 191
2022
Q4 		$450K Buy
6,747
+502
+8% +$31.7K 0.1% 205
2022
Q3 		$342K Sell
6,245
-180
-3% -$11.2K 0.09% 226
2022
Q2 		$399K Buy
6,425
+110
+2% +$6.95K 0.09% 198
2022
Q1 		$396K Buy
6,315
+133
+2% +$8.66K 0.08% 244
2021
Q4 		$410K Buy
6,182
+274
+5% +$16.9K 0.08% 235
2021
Q3 		$344K Buy
5,908
+92
+2% +$5.72K 0.07% 257
2021
Q2 		$363K Buy
5,816
+59
+1% +$3.63K 0.07% 245
2021
Q1 		$337K Sell
5,757
-298
-5% -$16.8K 0.07% 228
2020
Q4 		$354K Buy
6,055
+610
+11% +$34.9K 0.09% 213
2020
Q3 		$0 Buy
5,445
+387
+8% +$21.5K ﹤0.01% 257
2020
Q2 		$259K Buy
5,058
+852
+20% +$43.8K 0.08% 236
2020
Q1 		$211K Buy
+4,206
New +$228K 0.08% 234

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

Personal CFO Solutions's MDLZ Position: Q2 2026 in Review

Personal CFO Solutions increased its Mondelez International (MDLZ) stake by 15% in Q2 2026, buying an estimated $62.7K and bringing the position to 8,203 shares worth $479K. The position accounts for 0.07% of the portfolio, ranked #264.

Personal CFO Solutions first reported a position in MDLZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $668K in Q2 2025. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Personal CFO Solutions held 8,203 shares of Mondelez International worth $479K as of Q2 2026.
  • Personal CFO Solutions bought 1,041 Mondelez International shares in Q2 2026, an estimated $62.7K.
  • Mondelez International made up 0.07% of Personal CFO Solutions's portfolio in Q2 2026, its #264 holding.
  • Personal CFO Solutions first reported a position in Mondelez International in Q1 2020 and has held it in 26 quarters since.
  • Personal CFO Solutions's Mondelez International position peaked at $668K in Q2 2025.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.