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

Sage Private Wealth 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 		$371K Buy
6,413
+57
+0.9% +$3.43K 0.17% 73
2026
Q1 		$366K Buy
6,356
+58
+0.9% +$3.36K 0.18% 69
2025
Q4 		$339K Buy
6,298
+472
+8% +$27.2K 0.18% 71
2025
Q3 		$364K Buy
5,826
+657
+13% +$42.4K 0.2% 70
2025
Q2 		$349K Buy
5,169
+248
+5% +$16.5K 0.22% 68
2025
Q1 		$334K Buy
4,921
+175
+4% +$10.8K 0.25% 61
2024
Q4 		$284K Sell
4,746
-128
-3% -$8.46K 0.21% 71
2024
Q3 		$359K Sell
4,874
-56
-1% -$3.94K 0.28% 59
2024
Q2 		$323K Sell
4,930
-919
-16% -$63.1K 0.27% 63
2024
Q1 		$409K Sell
5,849
-262
-4% -$19.1K 0.33% 43
2023
Q4 		$443K Buy
6,111
+860
+16% +$58.9K 0.39% 31
2023
Q3 		$364K Buy
5,251
+88
+2% +$6.34K 0.5% 28
2023
Q2 		$377K Sell
5,163
-194
-4% -$14.3K 0.51% 23
2023
Q1 		$374K Sell
5,357
-299
-5% -$19.8K 0.43% 21
2022
Q4 		$377K Buy
5,656
+17
+0.3% +$1.07K 0.45% 22
2022
Q3 		$309K Sell
5,639
-19
-0.3% -$1.18K 0.41% 28
2022
Q2 		$351K Sell
5,658
-384
-6% -$24.3K 0.5% 24
2022
Q1 		$379K Buy
6,042
+59
+1% +$3.84K 0.37% 27
2021
Q4 		$396K Buy
5,983
+253
+4% +$15.6K 0.49% 24
2021
Q3 		$333K Sell
5,730
-111
-2% -$6.91K 0.46% 24
2021
Q2 		$365K Buy
5,841
+19
+0.3% +$1.17K 0.49% 23
2021
Q1 		$341K Sell
5,822
-122
-2% -$6.89K 0.59% 22
2020
Q4 		$348K Buy
+5,944
New +$340K 0.97% 20

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sage Private Wealth Group increased its Mondelez International (MDLZ) stake by 0.9% in Q2 2026, buying an estimated $3.43K and bringing the position to 6,413 shares worth $371K. The position accounts for 0.17% of the portfolio, ranked #73.

Sage Private Wealth Group first reported a position in MDLZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $443K in Q4 2023. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Sage Private Wealth Group held 6,413 shares of Mondelez International worth $371K as of Q2 2026.
  • Sage Private Wealth Group bought 57 Mondelez International shares in Q2 2026, an estimated $3.43K.
  • Mondelez International made up 0.17% of Sage Private Wealth Group's portfolio in Q2 2026, its #73 holding.
  • Sage Private Wealth Group first reported a position in Mondelez International in Q4 2020 and has held it in 23 quarters since.
  • Sage Private Wealth Group's Mondelez International position peaked at $443K in Q4 2023.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.