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

Private Wealth Management Group’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	$31.9K	Sell	552 -1	-0.2%	-$60	0.01%	291
2026 Q1	$31.9K	Buy	553 +2	+0.4%	+$116	0.01%	252
2025 Q4	$29.7K	Sell	551 -27	-5%	-$1.55K	0.01%	258
2025 Q3	$36.1K	Hold	578	–	–	0.01%	226
2025 Q2	$39K	Hold	578	–	–	0.01%	198
2025 Q1	$39.2K	Buy	578 +7	+1%	+$431	0.01%	196
2024 Q4	$34.1K	Sell	571 -26	-4%	-$1.72K	0.01%	211
2024 Q3	$44K	Buy	597 +6	+1%	+$422	0.02%	176
2024 Q2	$38.7K	Sell	591 -149	-20%	-$10.2K	0.02%	183
2024 Q1	$51.8K	Hold	740	–	–	0.02%	151
2023 Q4	$53.6K	Buy	+740	New	+$50.7K	0.03%	149

Other funds holding MDLZ

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Private Wealth Management Group reduced its Mondelez International (MDLZ) stake by 0.18% in Q2 2026, selling an estimated $60 and leaving 552 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #291.

Private Wealth Management Group first reported a position in MDLZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $53.6K in Q4 2023. 609 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Private Wealth Management Group held 552 shares of Mondelez International worth $31.9K as of Q2 2026.
Private Wealth Management Group sold 1 Mondelez International share in Q2 2026, an estimated $60.
Mondelez International made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #291 holding.
Private Wealth Management Group first reported a position in Mondelez International in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Mondelez International position peaked at $53.6K in Q4 2023.
609 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.