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Simplicity Wealth’s Mondelez International MDLZ Stock Holding History

Simplicity Wealth’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 		$768K Buy
13,275
+2,483
+23% +$150K 0.03% 507
2026
Q1 		$622K Buy
10,792
+1,489
+16% +$86.2K 0.04% 405
2025
Q4 		$501K Buy
9,303
+1,323
+17% +$76.2K 0.03% 425
2025
Q3 		$498K Sell
7,980
-5,756
-42% -$371K 0.03% 440
2025
Q2 		$926K Buy
+13,736
New +$916K 0.04% 342
2024
Q3 		– Sell
-28,766
Closed -$1.88M – 917
2024
Q2 		$1.88M Sell
28,766
-1,487
-5% -$102K 0.04% 364
2024
Q1 		$2.12M Buy
+30,253
New +$2.21M 0.05% 344

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

Simplicity Wealth's MDLZ Position: Q2 2026 in Review

Simplicity Wealth increased its Mondelez International (MDLZ) stake by 23% in Q2 2026, buying an estimated $150K and bringing the position to 13,275 shares worth $768K. The position accounts for 0.03% of the portfolio, ranked #507.

Simplicity Wealth first reported a position in MDLZ in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.12M in Q1 2024. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Simplicity Wealth held 13,275 shares of Mondelez International worth $768K as of Q2 2026.
  • Simplicity Wealth bought 2,483 Mondelez International shares in Q2 2026, an estimated $150K.
  • Mondelez International made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #507 holding.
  • Simplicity Wealth first reported a position in Mondelez International in Q1 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's Mondelez International position peaked at $2.12M in Q1 2024.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

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