Planning Alternatives’s Mondelez International MDLZ Stock Holding History

Planning Alternatives’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	$815K	Buy	14,097 +310	+2%	+$18.7K	0.09%	54
2026 Q1	$795K	Buy	13,787 +533	+4%	+$30.9K	0.1%	50
2025 Q4	$713K	Buy	13,254 +266	+2%	+$15.3K	0.09%	49
2025 Q3	$811K	Sell	12,988 -596	-4%	-$38.4K	0.1%	41
2025 Q2	$916K	Buy	13,584 +727	+6%	+$48.5K	0.13%	35
2025 Q1	$872K	Hold	12,857	–	–	0.13%	33
2024 Q4	$768K	Hold	12,857	–	–	0.12%	30
2024 Q3	$947K	Hold	12,857	–	–	0.14%	30
2024 Q2	$841K	Hold	12,857	–	–	0.14%	28
2024 Q1	$900K	Hold	12,857	–	–	0.15%	26
2023 Q4	$931K	Sell	12,857 -4,915	-28%	-$337K	0.16%	26
2023 Q3	$1.23M	Hold	17,772	–	–	0.24%	22
2023 Q2	$1.3M	Hold	17,772	–	–	0.24%	21
2023 Q1	$1.24M	Hold	17,772	–	–	0.24%	21
2022 Q4	$1.18M	Sell	17,772 -1,505	-8%	-$95.2K	0.22%	22
2022 Q3	$1.06M	Hold	19,277	–	–	0.22%	19
2022 Q2	$1.2M	Hold	19,277	–	–	0.23%	21
2022 Q1	$1.21M	Hold	19,277	–	–	0.19%	23
2021 Q4	$1.28M	Hold	19,277	–	–	0.2%	23
2021 Q3	$1.12M	Hold	19,277	–	–	0.18%	23
2021 Q2	$1.2M	Hold	19,277	–	–	0.2%	23
2021 Q1	$1.13M	Hold	19,277	–	–	0.19%	27
2020 Q4	$1.13M	Hold	19,277	–	–	0.2%	27
2020 Q3	$1.11M	Hold	19,277	–	–	0.21%	27
2020 Q2	$986K	Hold	19,277	–	–	0.2%	27
2020 Q1	$965K	Sell	19,277 -2,000	-9%	-$108K	0.22%	28
2019 Q4	$1.17M	Sell	21,277 -945	-4%	-$50.6K	0.2%	29
2019 Q3	$1.23M	Hold	22,222	–	–	0.22%	28
2019 Q2	$1.2M	Sell	22,222 -4,300	-16%	-$223K	0.22%	28
2019 Q1	$1.32M	Buy	+26,522	New	+$1.22M	0.24%	29

Other funds holding MDLZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Planning Alternatives's MDLZ Position: Q2 2026 in Review

Planning Alternatives increased its Mondelez International (MDLZ) stake by 2.2% in Q2 2026, buying an estimated $18.7K and bringing the position to 14,097 shares worth $815K. The position accounts for 0.09% of the portfolio, ranked #54.

Planning Alternatives first reported a position in MDLZ in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.32M in Q1 2019. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Planning Alternatives held 14,097 shares of Mondelez International worth $815K as of Q2 2026.
Planning Alternatives bought 310 Mondelez International shares in Q2 2026, an estimated $18.7K.
Mondelez International made up 0.09% of Planning Alternatives's portfolio in Q2 2026, its #54 holding.
Planning Alternatives first reported a position in Mondelez International in Q1 2019 and has held it in 30 quarters since.
Planning Alternatives's Mondelez International position peaked at $1.32M in Q1 2019.
1,898 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.