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Smallwood Wealth Investment Management’s Mondelez International MDLZ Stock Holding History

Smallwood Wealth Investment 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 		$615K Hold
10,641
– – 0.27% 42
2026
Q1 		$613K Hold
10,641
– – 0.32% 35
2025
Q4 		$573K Sell
10,641
-6
-0.1% -$345 0.3% 42
2025
Q3 		$665K Sell
10,647
-41
-0.4% -$2.64K 0.34% 38
2025
Q2 		$721K Hold
10,688
– – 0.41% 35
2025
Q1 		$725K Hold
10,688
– – 0.46% 31
2024
Q4 		$638K Hold
10,688
– – 0.44% 37
2024
Q3 		$787K Hold
10,688
– – 0.56% 27
2024
Q2 		$699K Sell
10,688
-1,080
-9% -$74.1K 0.54% 27
2024
Q1 		$824K Buy
11,768
+216
+2% +$15.8K 0.64% 27
2023
Q4 		$837K Hold
11,552
– – 0.69% 27
2023
Q3 		$802K Buy
11,552
+4
+0% +$288 0.73% 29
2023
Q2 		$842K Buy
11,548
+4
+0% +$296 0.75% 27
2023
Q1 		$805K Sell
11,544
-722
-6% -$47.8K 0.76% 27
2022
Q4 		$818K Buy
12,266
+5
+0% +$316 0.69% 30
2022
Q3 		$672K Sell
12,261
-526
-4% -$32.7K 0.6% 33
2022
Q2 		$794K Hold
12,787
– – 0.8% 23
2022
Q1 		$803K Buy
12,787
+52
+0.4% +$3.38K 0.76% 21
2021
Q4 		$844K Buy
+12,735
New +$786K 0.79% 23

Other funds holding MDLZ

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Smallwood Wealth Investment Management's MDLZ Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Mondelez International (MDLZ) position steady in Q2 2026 at 10,641 shares worth $615K. The position accounts for 0.27% of the portfolio, ranked #42.

Smallwood Wealth Investment Management first reported a position in MDLZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $844K in Q4 2021. 829 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Smallwood Wealth Investment Management held 10,641 shares of Mondelez International worth $615K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Mondelez International share count unchanged in Q2 2026.
  • Mondelez International made up 0.27% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #42 holding.
  • Smallwood Wealth Investment Management first reported a position in Mondelez International in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's Mondelez International position peaked at $844K in Q4 2021.
  • 829 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.