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Sowell Financial Services’s Mondelez International MDLZ Stock Holding History

Sowell Financial Services’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 		$251K Sell
4,348
-196
-4% -$11.8K 0.01% 959
2026
Q1 		$262K Buy
+4,544
New +$263K 0.01% 885
2025
Q3 		– Sell
-3,497
Closed -$236K – 1113
2025
Q2 		$236K Buy
3,497
+71
+2% +$4.74K 0.01% 891
2025
Q1 		$232K Buy
+3,426
New +$211K 0.01% 871
2023
Q3 		– Sell
-35,237
Closed -$2.57M – 568
2023
Q2 		$2.57M Buy
35,237
+20,837
+145% +$1.54M 0.14% 169
2023
Q1 		$1M Sell
14,400
-29,310
-67% -$1.94M 0.08% 291
2022
Q4 		$2.93M Buy
43,710
+2,888
+7% +$183K 0.19% 136
2022
Q3 		$2.25M Buy
40,822
+12,832
+46% +$797K 0.23% 123
2022
Q2 		$1.75M Buy
+27,990
New +$1.77M 0.16% 120
2022
Q1 		– Sell
-15,194
Closed -$1.01M – 371
2021
Q4 		$1.01M Buy
+15,194
New +$938K 0.06% 330
2021
Q2 		– Sell
-13,783
Closed -$851K – 1828
2021
Q1 		$851K Buy
13,783
+1,033
+8% +$58.3K 0.03% 463
2020
Q4 		$745K Buy
12,750
+219
+2% +$12.5K 0.03% 406
2020
Q3 		$720K Sell
12,531
-310
-2% -$17.3K 0.04% 378
2020
Q2 		$657K Sell
12,841
-6,755
-34% -$347K 0.04% 379
2020
Q1 		$981K Sell
19,596
-1,604
-8% -$86.9K 0.07% 254
2019
Q4 		$1.17M Buy
21,200
+9,532
+82% +$510K 0.09% 232
2019
Q3 		$645K Buy
+11,668
New +$638K 0.05% 340
2019
Q1 		$322K Sell
6,448
-425
-6% -$19.5K 0.04% 440
2018
Q4 		$275K Sell
6,873
-550
-7% -$23.4K 0.04% 402
2018
Q3 		$319K Sell
7,423
-40
-0.5% -$1.71K 0.05% 262
2018
Q2 		$313K Buy
7,463
+974
+15% +$39.1K 0.07% 218
2018
Q1 		$246K Buy
6,489
+70
+1% +$3.04K 0.06% 232
2017
Q4 		$280K Buy
6,419
+101
+2% +$4.24K 0.07% 219
2017
Q3 		$261K Sell
6,318
-828
-12% -$35.2K 0.07% 211
2017
Q2 		$312K Buy
7,146
+531
+8% +$23.9K 0.09% 187
2017
Q1 		$305K Buy
6,615
+3,627
+121% +$161K 0.09% 187
2016
Q4 		$136K Buy
+2,988
New +$129K 0.05% 234

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

Sowell Financial Services's MDLZ Position: Q2 2026 in Review

Sowell Financial Services reduced its Mondelez International (MDLZ) stake by 4.3% in Q2 2026, selling an estimated $11.8K and leaving 4,348 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #959.

Sowell Financial Services first reported a position in MDLZ in Q4 2016 and has held it in 27 quarters since. The position peaked at $2.93M in Q4 2022. 625 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Sowell Financial Services held 4,348 shares of Mondelez International worth $251K as of Q2 2026.
  • Sowell Financial Services sold 196 Mondelez International shares in Q2 2026, an estimated $11.8K.
  • Mondelez International made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #959 holding.
  • Sowell Financial Services first reported a position in Mondelez International in Q4 2016 and has held it in 27 quarters since.
  • Sowell Financial Services's Mondelez International position peaked at $2.93M in Q4 2022.
  • 625 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.