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Phillips Wealth Planners’s Mondelez International MDLZ Stock Holding History

Phillips Wealth Planners’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 		$465K Buy
7,716
+1,080
+16% +$65.1K 0.34% 90
2026
Q1 		$408K Buy
6,636
+358
+6% +$20.7K 0.31% 108
2025
Q4 		$360K Sell
6,278
-3,963
-39% -$228K 0.29% 111
2025
Q3 		$633K Sell
10,241
-104
-1% -$6.71K 0.53% 59
2025
Q2 		$705K Buy
10,345
+2,295
+29% +$153K 0.64% 47
2025
Q1 		$540K Buy
8,050
+4,388
+120% +$270K 0.57% 57
2024
Q4 		$206K Sell
3,662
-2,415
-40% -$160K 0.21% 170
2024
Q3 		$437K Buy
6,077
+1,336
+28% +$93.9K 0.42% 75
2024
Q2 		$313K Sell
4,741
-1,616
-25% -$111K 0.33% 112
2024
Q1 		$419K Sell
6,357
-288
-4% -$21K 0.48% 75
2023
Q4 		$484K Buy
6,645
+1,414
+27% +$96.9K 0.58% 53
2023
Q3 		$336K Sell
5,231
-145
-3% -$10.4K 0.45% 82
2023
Q2 		$392K Sell
5,376
-1,557
-22% -$115K 0.51% 74
2023
Q1 		$535K Sell
6,933
-1,371
-17% -$90.8K 0.71% 47
2022
Q4 		$550K Buy
+8,304
New +$525K 0.96% 36

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

Phillips Wealth Planners's MDLZ Position: Q2 2026 in Review

Phillips Wealth Planners increased its Mondelez International (MDLZ) stake by 16% in Q2 2026, buying an estimated $65.1K and bringing the position to 7,716 shares worth $465K. The position accounts for 0.34% of the portfolio, ranked #90.

Phillips Wealth Planners first reported a position in MDLZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $705K in Q2 2025. 1,900 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Phillips Wealth Planners held 7,716 shares of Mondelez International worth $465K as of Q2 2026.
  • Phillips Wealth Planners bought 1,080 Mondelez International shares in Q2 2026, an estimated $65.1K.
  • Mondelez International made up 0.34% of Phillips Wealth Planners's portfolio in Q2 2026, its #90 holding.
  • Phillips Wealth Planners first reported a position in Mondelez International in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's Mondelez International position peaked at $705K in Q2 2025.
  • 1,900 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.