Rockwood Wealth Management’s Mondelez International MDLZ Stock Holding History

Rockwood Wealth 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	$254K	Hold	4,388	–	–	0.02%	120
2026 Q1	$253K	Hold	4,388	–	–	0.02%	103
2025 Q4	$236K	Sell	4,388 -218	-5%	-$12.6K	0.02%	103
2025 Q3	$288K	Hold	4,606	–	–	0.02%	87
2025 Q2	$311K	Hold	4,606	–	–	0.03%	78
2025 Q1	$313K	Hold	4,606	–	–	0.03%	74
2024 Q4	$274K	Hold	4,606	–	–	0.03%	73
2024 Q3	$339K	Hold	4,606	–	–	0.04%	62
2024 Q2	$301K	Hold	4,606	–	–	0.04%	64
2024 Q1	$322K	Sell	4,606 -4,500	-49%	-$328K	0.04%	62
2023 Q4	$660K	Buy	+9,106	New	+$624K	0.1%	41

Other funds holding MDLZ

GAM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Rockwood Wealth Management's MDLZ Position: Q2 2026 in Review

Rockwood Wealth Management held its Mondelez International (MDLZ) position steady in Q2 2026 at 4,388 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #120.

Rockwood Wealth Management first reported a position in MDLZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $660K in Q4 2023. 829 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Rockwood Wealth Management held 4,388 shares of Mondelez International worth $254K as of Q2 2026.
Rockwood Wealth Management left its Mondelez International share count unchanged in Q2 2026.
Mondelez International made up 0.02% of Rockwood Wealth Management's portfolio in Q2 2026, its #120 holding.
Rockwood Wealth Management first reported a position in Mondelez International in Q4 2023 and has held it in 11 quarters since.
Rockwood Wealth Management's Mondelez International position peaked at $660K in Q4 2023.
829 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

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