Retirement Planning Company of New England’s Mondelez International MDLZ Stock Holding History

Retirement Planning Company of New England’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	$211K	Buy	3,646 +95	+3%	+$5.72K	0.08%	252
2026 Q1	$205K	Buy	+3,551	New	+$206K	0.08%	236
2025 Q3	–	Sell	-3,142	Closed	-$212K	–	248
2025 Q2	$212K	Sell	3,142 -2	-0.1%	-$133	0.09%	219
2025 Q1	$213K	Buy	+3,144	New	+$194K	0.11%	213
2022 Q1	–	Sell	-2,601	Closed	-$172K	–	608
2021 Q4	$172K	Buy	+2,601	New	+$161K	0.08%	237

Other funds holding MDLZ

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Retirement Planning Company of New England's MDLZ Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Mondelez International (MDLZ) stake by 2.7% in Q2 2026, buying an estimated $5.72K and bringing the position to 3,646 shares worth $211K. The position accounts for 0.08% of the portfolio, ranked #252.

Retirement Planning Company of New England first reported a position in MDLZ in Q4 2021 and has held it in 5 quarters since. The position peaked at $213K in Q1 2025. 1,359 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Retirement Planning Company of New England held 3,646 shares of Mondelez International worth $211K as of Q2 2026.
Retirement Planning Company of New England bought 95 Mondelez International shares in Q2 2026, an estimated $5.72K.
Mondelez International made up 0.08% of Retirement Planning Company of New England's portfolio in Q2 2026, its #252 holding.
Retirement Planning Company of New England first reported a position in Mondelez International in Q4 2021 and has held it in 5 quarters since.
Retirement Planning Company of New England's Mondelez International position peaked at $213K in Q1 2025.
1,359 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.