Private Wealth Asset Management’s Mondelez International MDLZ Stock Holding History

Private Wealth Asset Management’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	$648K	Sell	11,205 -693	-6%	-$41.8K	0.06%	165
2026 Q1	$686K	Sell	11,898 -1,907	-14%	-$110K	0.07%	146
2025 Q4	$743K	Sell	13,805 -426	-3%	-$24.5K	0.08%	143
2025 Q3	$889K	Sell	14,231 -1,450	-9%	-$93.5K	0.1%	124
2025 Q2	$1.06M	Sell	15,681 -2,149	-12%	-$143K	0.14%	109
2025 Q1	$1.21M	Buy	+17,830	New	+$1.1M	0.17%	95

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 $3.38T AUM 44.17% 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

Private Wealth Asset Management's MDLZ Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Mondelez International (MDLZ) stake by 5.8% in Q2 2026, selling an estimated $41.8K and leaving 11,205 shares worth $648K. The position accounts for 0.06% of the portfolio, ranked #165.

Private Wealth Asset Management first reported a position in MDLZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.21M in Q1 2025. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Private Wealth Asset Management held 11,205 shares of Mondelez International worth $648K as of Q2 2026.
Private Wealth Asset Management sold 693 Mondelez International shares in Q2 2026, an estimated $41.8K.
Mondelez International made up 0.06% of Private Wealth Asset Management's portfolio in Q2 2026, its #165 holding.
Private Wealth Asset Management first reported a position in Mondelez International in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Mondelez International position peaked at $1.21M in Q1 2025.
1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.