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Spinnaker Investment Group’s Mondelez International MDLZ Stock Holding History

Spinnaker Investment 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 		$358K Buy
6,196
+154
+3% +$9.28K 0.06% 121
2026
Q1 		$348K Sell
6,042
-5
-0.1% -$290 0.07% 100
2025
Q4 		$326K Buy
6,047
+232
+4% +$13.4K 0.06% 124
2025
Q3 		$363K Buy
5,815
+459
+9% +$29.6K 0.07% 110
2025
Q2 		$361K Sell
5,356
-122
-2% -$8.14K 0.08% 69
2025
Q1 		$372K Buy
5,478
+56
+1% +$3.45K 0.08% 73
2024
Q4 		$324K Buy
5,422
+18
+0.3% +$1.19K 0.08% 74
2024
Q3 		$398K Buy
5,404
+17
+0.3% +$1.2K 0.1% 58
2024
Q2 		$353K Buy
5,387
+59
+1% +$4.05K 0.1% 61
2024
Q1 		$373K Buy
5,328
+37
+0.7% +$2.7K 0.1% 62
2023
Q4 		$383K Hold
5,291
– – 0.12% 60
2023
Q3 		$367K Hold
5,291
– – 0.12% 61
2023
Q2 		$386K Buy
5,291
+4
+0.1% +$296 0.13% 59
2023
Q1 		$369K Buy
5,287
+8
+0.2% +$530 0.13% 60
2022
Q4 		$352K Buy
5,279
+32
+0.6% +$2.02K 0.13% 64
2022
Q3 		$286K Buy
5,247
+461
+10% +$28.6K 0.11% 67
2022
Q2 		$297K Buy
4,786
+1,350
+39% +$85.3K 0.12% 63
2022
Q1 		$217K Hold
3,436
– – 0.07% 83
2021
Q4 		$232K Buy
+3,436
New +$212K 0.08% 81

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
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
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

Spinnaker Investment Group's MDLZ Position: Q2 2026 in Review

Spinnaker Investment Group increased its Mondelez International (MDLZ) stake by 2.5% in Q2 2026, buying an estimated $9.28K and bringing the position to 6,196 shares worth $358K. The position accounts for 0.06% of the portfolio, ranked #121.

Spinnaker Investment Group first reported a position in MDLZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $398K in Q3 2024. 668 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Spinnaker Investment Group held 6,196 shares of Mondelez International worth $358K as of Q2 2026.
  • Spinnaker Investment Group bought 154 Mondelez International shares in Q2 2026, an estimated $9.28K.
  • Mondelez International made up 0.06% of Spinnaker Investment Group's portfolio in Q2 2026, its #121 holding.
  • Spinnaker Investment Group first reported a position in Mondelez International in Q4 2021 and has held it in 19 quarters since.
  • Spinnaker Investment Group's Mondelez International position peaked at $398K in Q3 2024.
  • 668 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.