SWM
MDLZ icon

SHP Wealth Management’s Mondelez International MDLZ Stock Holding History

SHP 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 		$140K Buy
2,424
+466
+24% +$28.1K 0.01% 361
2026
Q1 		$113K Buy
1,958
+58
+3% +$3.36K 0.01% 363
2025
Q4 		$102K Buy
+1,900
New +$109K 0.01% 348

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

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

SHP Wealth Management increased its Mondelez International (MDLZ) stake by 24% in Q2 2026, buying an estimated $28.1K and bringing the position to 2,424 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #361.

SHP Wealth Management first reported a position in MDLZ in Q4 2025 and has held it in 3 quarters since. 1,903 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • SHP Wealth Management held 2,424 shares of Mondelez International worth $140K as of Q2 2026.
  • SHP Wealth Management bought 466 Mondelez International shares in Q2 2026, an estimated $28.1K.
  • Mondelez International made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #361 holding.
  • SHP Wealth Management first reported a position in Mondelez International in Q4 2025 and has held it in 3 quarters since.
  • 1,903 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.