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Principle Wealth Partners’s Mondelez International MDLZ Stock Holding History

Principle Wealth Partners’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 		$492K Sell
8,503
-219
-3% -$13.2K 0.02% 260
2026
Q1 		$503K Sell
8,722
-839
-9% -$48.6K 0.03% 240
2025
Q4 		$515K Buy
9,561
+17
+0.2% +$979 0.03% 239
2025
Q3 		$596K Sell
9,544
-1,298
-12% -$83.7K 0.03% 214
2025
Q2 		$731K Buy
10,842
+1
+0% +$67 0.05% 186
2025
Q1 		$736K Buy
10,841
+200
+2% +$12.3K 0.05% 184
2024
Q4 		$636K Buy
10,641
+568
+6% +$37.6K 0.04% 200
2024
Q3 		$742K Hold
10,073
– – 0.05% 186
2024
Q2 		$659K Sell
10,073
-30
-0.3% -$2.06K 0.05% 187
2024
Q1 		$707K Buy
10,103
+1,405
+16% +$103K 0.06% 184
2023
Q4 		$630K Hold
8,698
– – 0.05% 188
2023
Q3 		$604K Hold
8,698
– – 0.06% 186
2023
Q2 		$634K Buy
8,698
+107
+1% +$7.91K 0.06% 175
2023
Q1 		$599K Hold
8,591
– – 0.06% 174
2022
Q4 		$573K Buy
8,591
+561
+7% +$35.5K 0.06% 175
2022
Q3 		$440K Hold
8,030
– – 0.04% 194
2022
Q2 		$499K Hold
8,030
– – 0.06% 194
2022
Q1 		$504K Hold
8,030
– – 0.05% 201
2021
Q4 		$532K Buy
8,030
+14
+0.2% +$864 0.06% 198
2021
Q3 		$466K Buy
8,016
+207
+3% +$12.9K 0.05% 204
2021
Q2 		$488K Hold
7,809
– – 0.06% 202
2021
Q1 		$457K Buy
7,809
+1,400
+22% +$79K 0.05% 201
2020
Q4 		$375K Buy
6,409
+1,725
+37% +$98.6K 0.05% 205
2020
Q3 		$269K Hold
4,684
– – 0.08% 128
2020
Q2 		$239K Hold
4,684
– – 0.07% 131
2020
Q1 		$235K Sell
4,684
-841
-15% -$45.6K 0.09% 121
2019
Q4 		$304K Hold
5,525
– – 0.1% 125
2019
Q3 		$306K Buy
5,525
+246
+5% +$13.5K 0.11% 123
2019
Q2 		$285K Sell
5,279
-829
-14% -$43K 0.15% 110
2019
Q1 		$305K Buy
6,108
+85
+1% +$3.9K 0.17% 98
2018
Q4 		$241K Buy
+6,023
New +$257K 0.2% 98

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

Principle Wealth Partners's MDLZ Position: Q2 2026 in Review

Principle Wealth Partners reduced its Mondelez International (MDLZ) stake by 2.5% in Q2 2026, selling an estimated $13.2K and leaving 8,503 shares worth $492K. The position accounts for 0.02% of the portfolio, ranked #260.

Principle Wealth Partners first reported a position in MDLZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $742K in Q3 2024. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Principle Wealth Partners held 8,503 shares of Mondelez International worth $492K as of Q2 2026.
  • Principle Wealth Partners sold 219 Mondelez International shares in Q2 2026, an estimated $13.2K.
  • Mondelez International made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #260 holding.
  • Principle Wealth Partners first reported a position in Mondelez International in Q4 2018 and has held it in 31 quarters since.
  • Principle Wealth Partners's Mondelez International position peaked at $742K in Q3 2024.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

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