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Pine Valley Investments’s Mondelez International MDLZ Stock Holding History

Pine Valley Investments’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 		$532K Buy
9,152
+252
+3% +$15.2K 0.02% 389
2026
Q1 		$515K Buy
8,900
+179
+2% +$10.4K 0.02% 372
2025
Q4 		$471K Sell
8,721
-5,377
-38% -$310K 0.02% 370
2025
Q3 		$885K Buy
14,098
+385
+3% +$24.8K 0.04% 279
2025
Q2 		$929K Sell
13,713
-288
-2% -$19.2K 0.05% 272
2025
Q1 		$954K Sell
14,001
-197
-1% -$12.1K 0.06% 267
2024
Q4 		$852K Buy
14,198
+110
+0.8% +$7.28K 0.05% 256
2024
Q3 		$1.04M Buy
14,088
+1,686
+14% +$119K 0.06% 234
2024
Q2 		$815K Sell
12,402
-1,184
-9% -$81.2K 0.05% 252
2024
Q1 		$954K Sell
13,586
-361
-3% -$26.4K 0.06% 232
2023
Q4 		$1.01M Buy
13,947
+1,035
+8% +$70.9K 0.07% 214
2023
Q3 		$899K Buy
12,912
+95
+0.7% +$6.84K 0.08% 218
2023
Q2 		$938K Buy
12,817
+2,777
+28% +$205K 0.09% 197
2023
Q1 		$635K Buy
+10,040
New +$665K 0.09% 167

Other funds holding MDLZ

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
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pine Valley Investments's MDLZ Position: Q2 2026 in Review

Pine Valley Investments increased its Mondelez International (MDLZ) stake by 2.8% in Q2 2026, buying an estimated $15.2K and bringing the position to 9,152 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #389.

Pine Valley Investments first reported a position in MDLZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.04M in Q3 2024. 1,012 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Pine Valley Investments held 9,152 shares of Mondelez International worth $532K as of Q2 2026.
  • Pine Valley Investments bought 252 Mondelez International shares in Q2 2026, an estimated $15.2K.
  • Mondelez International made up 0.02% of Pine Valley Investments's portfolio in Q2 2026, its #389 holding.
  • Pine Valley Investments first reported a position in Mondelez International in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's Mondelez International position peaked at $1.04M in Q3 2024.
  • 1,012 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.