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RMR Wealth Builders’s Mondelez International MDLZ Stock Holding History

RMR Wealth Builders’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 		$212K Buy
+3,668
New +$221K 0.01% 297
2025
Q4 		– Sell
-3,809
Closed -$238K – 287
2025
Q3 		$238K Sell
3,809
-1,270
-25% -$81.9K 0.02% 253
2025
Q2 		$343K Buy
5,079
+176
+4% +$11.7K 0.03% 207
2025
Q1 		$333K Buy
4,903
+1,030
+27% +$63.5K 0.04% 190
2024
Q4 		$231K Buy
3,873
+1
+0% +$66 0.02% 236
2024
Q3 		$285K Sell
3,872
-582
-13% -$40.9K 0.03% 214
2024
Q2 		$291K Sell
4,454
-198
-4% -$13.6K 0.03% 206
2024
Q1 		$326K Buy
4,652
+170
+4% +$12.4K 0.04% 203
2023
Q4 		$325K Sell
4,482
-1,167
-21% -$80K 0.05% 186
2023
Q3 		$392K Buy
5,649
+1,676
+42% +$121K 0.06% 158
2023
Q2 		$290K Sell
3,973
-558
-12% -$41.2K 0.05% 168
2023
Q1 		$316K Hold
4,531
– – 0.06% 163
2022
Q4 		$302K Buy
4,531
+359
+9% +$22.7K 0.07% 137
2022
Q3 		$230K Buy
4,172
+561
+16% +$34.8K 0.06% 165
2022
Q2 		$225K Buy
+3,611
New +$228K 0.06% 171
2021
Q4 		– Sell
-4,388
Closed -$255K – 172
2021
Q3 		$255K Sell
4,388
-674
-13% -$41.9K 0.07% 158
2021
Q2 		$318K Sell
5,062
-2,085
-29% -$128K 0.1% 132
2021
Q1 		$418K Buy
7,147
+2,599
+57% +$147K 0.11% 111
2020
Q4 		$266K Sell
4,548
-3,716
-45% -$212K 0.13% 121
2020
Q3 		$475K Buy
8,264
+2,935
+55% +$163K 0.12% 122
2020
Q2 		$272K Buy
+5,329
New +$274K 0.24% 92
2019
Q4 		$281K Buy
+5,110
New +$273K 0.27% 80

Other funds holding MDLZ

LT
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

RMR Wealth Builders's MDLZ Position: Q2 2026 in Review

RMR Wealth Builders opened a new position in Mondelez International (MDLZ) in Q2 2026: 3,668 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #297 among its holdings. This is a return to the name: RMR Wealth Builders previously reported a position in MDLZ as recently as Q3 2025.

RMR Wealth Builders first reported a position in MDLZ in Q4 2019 and has held it in 22 quarters since. The position peaked at $475K in Q3 2020. 608 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • RMR Wealth Builders held 3,668 shares of Mondelez International worth $212K as of Q2 2026.
  • Mondelez International was a new RMR Wealth Builders position in Q2 2026.
  • Mondelez International made up 0.01% of RMR Wealth Builders's portfolio in Q2 2026, its #297 holding.
  • RMR Wealth Builders first reported a position in Mondelez International in Q4 2019 and has held it in 22 quarters since.
  • RMR Wealth Builders's Mondelez International position peaked at $475K in Q3 2020.
  • 608 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.