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Spire Wealth Management’s Mondelez International MDLZ Stock Holding History

Spire Wealth 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 		$714K Buy
12,351
+175
+1% +$10.5K 0.02% 460
2026
Q1 		$702K Buy
12,176
+116
+1% +$6.72K 0.02% 454
2025
Q4 		$649K Sell
12,060
-773
-6% -$44.5K 0.02% 482
2025
Q3 		$802K Sell
12,833
-228
-2% -$14.7K 0.03% 416
2025
Q2 		$881K Sell
13,061
-4,602
-26% -$307K 0.03% 385
2025
Q1 		$1.2M Sell
17,663
-1,220
-6% -$75.2K 0.04% 368
2024
Q4 		$1.13M Sell
18,883
-18,635
-50% -$1.23M 0.04% 364
2024
Q3 		$2.76M Buy
37,518
+19,737
+111% +$1.39M 0.09% 178
2024
Q2 		$1.16M Buy
17,781
+159
+0.9% +$10.9K 0.04% 315
2024
Q1 		$1.23M Buy
17,622
+1
+0% +$73 0.02% 337
2023
Q4 		$1.28M Sell
17,621
-1,804
-9% -$124K 0.04% 309
2023
Q3 		$1.35M Sell
19,425
-173
-0.9% -$12.5K 0.05% 273
2023
Q2 		$1.43M Sell
19,598
-225
-1% -$16.6K 0.05% 277
2023
Q1 		$1.38M Buy
19,823
+2,889
+17% +$191K 0.05% 285
2022
Q4 		$1.13M Buy
16,934
+1,438
+9% +$90.9K 0.06% 222
2022
Q3 		$850K Sell
15,496
-5,179
-25% -$322K 0.05% 237
2022
Q2 		$1.28M Sell
20,675
-1,287
-6% -$81.3K 0.05% 283
2022
Q1 		$1.38M Sell
21,962
-7,203
-25% -$469K 0.04% 325
2021
Q4 		$1.93M Buy
29,165
+5,261
+22% +$325K 0.04% 314
2021
Q3 		$1.39M Buy
23,904
+677
+3% +$42.1K 0.04% 340
2021
Q2 		$1.45M Sell
23,227
-9,050
-28% -$558K 0.04% 341
2021
Q1 		$1.9M Buy
+32,277
New +$1.82M 0.05% 293

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

Spire Wealth Management's MDLZ Position: Q2 2026 in Review

Spire Wealth Management increased its Mondelez International (MDLZ) stake by 1.4% in Q2 2026, buying an estimated $10.5K and bringing the position to 12,351 shares worth $714K. The position accounts for 0.02% of the portfolio, ranked #460.

Spire Wealth Management first reported a position in MDLZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.76M in Q3 2024. 667 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Spire Wealth Management held 12,351 shares of Mondelez International worth $714K as of Q2 2026.
  • Spire Wealth Management bought 175 Mondelez International shares in Q2 2026, an estimated $10.5K.
  • Mondelez International made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #460 holding.
  • Spire Wealth Management first reported a position in Mondelez International in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Mondelez International position peaked at $2.76M in Q3 2024.
  • 667 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.