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Sovereign Financial Group’s Mondelez International MDLZ Stock Holding History

Sovereign Financial 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 		$281K Sell
4,856
-35
-0.7% -$2.11K 0.04% 309
2026
Q1 		$282K Sell
4,891
-1,130
-19% -$65.4K 0.05% 291
2025
Q4 		$324K Buy
6,021
+676
+13% +$38.9K 0.06% 257
2025
Q3 		$334K Buy
5,345
+158
+3% +$10.2K 0.06% 244
2025
Q2 		$350K Buy
5,187
+29
+0.6% +$1.94K 0.07% 227
2025
Q1 		$350K Sell
5,158
-22
-0.4% -$1.36K 0.08% 210
2024
Q4 		$309K Sell
5,180
-636
-11% -$42.1K 0.07% 231
2024
Q3 		$428K Buy
5,816
+71
+1% +$4.99K 0.1% 179
2024
Q2 		$376K Sell
5,745
-175
-3% -$12K 0.09% 188
2024
Q1 		$414K Buy
5,920
+275
+5% +$20.1K 0.11% 175
2023
Q4 		$409K Buy
5,645
+470
+9% +$32.2K 0.12% 160
2023
Q3 		$359K Sell
5,175
-486
-9% -$35K 0.13% 153
2023
Q2 		$413K Buy
5,661
+2,588
+84% +$191K 0.13% 155
2023
Q1 		$214K Sell
3,073
-7
-0.2% -$464 0.08% 202
2022
Q4 		$205K Buy
+3,080
New +$195K 0.08% 209

Other funds holding MDLZ

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Sovereign Financial Group's MDLZ Position: Q2 2026 in Review

Sovereign Financial Group reduced its Mondelez International (MDLZ) stake by 0.72% in Q2 2026, selling an estimated $2.11K and leaving 4,856 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #309.

Sovereign Financial Group first reported a position in MDLZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $428K in Q3 2024. 653 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Sovereign Financial Group held 4,856 shares of Mondelez International worth $281K as of Q2 2026.
  • Sovereign Financial Group sold 35 Mondelez International shares in Q2 2026, an estimated $2.11K.
  • Mondelez International made up 0.04% of Sovereign Financial Group's portfolio in Q2 2026, its #309 holding.
  • Sovereign Financial Group first reported a position in Mondelez International in Q4 2022 and has held it in 15 quarters since.
  • Sovereign Financial Group's Mondelez International position peaked at $428K in Q3 2024.
  • 653 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.