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Triangle Securities Wealth Management’s Mondelez International MDLZ Stock Holding History

Triangle Securities 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 		– Sell
-3,973
Closed -$229K – 219
2026
Q1 		$229K Buy
+3,973
New +$230K 0.05% 199
2025
Q4 		– Sell
-6,279
Closed -$392K – 210
2025
Q3 		$392K Buy
6,279
+2,000
+47% +$129K 0.09% 172
2025
Q2 		$289K Sell
4,279
-1,805
-30% -$120K 0.07% 188
2025
Q1 		$413K Buy
6,084
+135
+2% +$8.32K 0.11% 163
2024
Q4 		$355K Sell
5,949
-174
-3% -$11.5K 0.09% 175
2024
Q3 		$451K Sell
6,123
-1,294
-17% -$91K 0.12% 159
2024
Q2 		$485K Buy
7,417
+421
+6% +$28.9K 0.14% 148
2024
Q1 		$490K Buy
6,996
+119
+2% +$8.69K 0.14% 143
2023
Q4 		$498K Sell
6,877
-31
-0.4% -$2.12K 0.15% 141
2023
Q3 		$479K Sell
6,908
-10
-0.1% -$721 0.17% 131
2023
Q2 		$505K Sell
6,918
-126
-2% -$9.31K 0.17% 134
2023
Q1 		$491K Sell
7,044
-195
-3% -$12.9K 0.18% 139
2022
Q4 		$482K Sell
7,239
-285
-4% -$18K 0.18% 136
2022
Q3 		$413K Sell
7,524
-575
-7% -$35.7K 0.17% 134
2022
Q2 		$503K Buy
8,099
+215
+3% +$13.6K 0.2% 126
2022
Q1 		$495K Sell
7,884
-1,483
-16% -$96.5K 0.17% 135
2021
Q4 		$621K Sell
9,367
-94
-1% -$5.8K 0.19% 128
2021
Q3 		$550K Sell
9,461
-36
-0.4% -$2.24K 0.19% 125
2021
Q2 		$593K Sell
9,497
-69
-0.7% -$4.25K 0.2% 121
2021
Q1 		$560K Sell
9,566
-325
-3% -$18.3K 0.2% 121
2020
Q4 		$578K Sell
9,891
-6
-0.1% -$343 0.23% 119
2020
Q3 		$569K Sell
9,897
-994
-9% -$55.3K 0.26% 105
2020
Q2 		$557K Sell
10,891
-1,573
-13% -$80.8K 0.27% 103
2020
Q1 		$624K Buy
12,464
+940
+8% +$50.9K 0.36% 86
2019
Q4 		$635K Sell
11,524
-317
-3% -$17K 0.28% 99
2019
Q3 		$655K Buy
+11,841
New +$648K 0.32% 92
2019
Q2 		– Sell
-13,146
Closed -$656K – 151
2019
Q1 		$656K Sell
13,146
-287
-2% -$13.2K 0.34% 83
2018
Q4 		$538K Buy
13,433
+847
+7% +$36.1K 0.32% 87
2018
Q3 		$541K Buy
12,586
+382
+3% +$16.3K 0.29% 95
2018
Q2 		$500K Sell
12,204
-7,345
-38% -$295K 0.28% 97
2018
Q1 		$816K Buy
19,549
+8,315
+74% +$361K 0.47% 67
2017
Q4 		$481K Buy
11,234
+1,070
+11% +$44.9K 0.27% 98
2017
Q3 		$413K Hold
10,164
– – 0.25% 96
2017
Q2 		$439K Sell
10,164
-130
-1% -$5.86K 0.29% 89
2017
Q1 		$443K Buy
10,294
+434
+4% +$19.2K 0.28% 92
2016
Q4 		$437K Buy
9,860
+42
+0.4% +$1.81K 0.29% 88
2016
Q3 		$431K Buy
9,818
+575
+6% +$25.2K 0.3% 87
2016
Q2 		$421K Buy
9,243
+325
+4% +$14.2K 0.31% 86
2016
Q1 		$358K Sell
8,918
-29
-0.3% -$1.18K 0.23% 102
2015
Q4 		$401K Hold
8,947
– – 0.27% 88
2015
Q3 		$375K Hold
8,947
– – 0.28% 97
2015
Q2 		$368K Buy
8,947
+240
+3% +$9.41K 0.26% 98
2015
Q1 		$314K Hold
8,707
– – 0.22% 109
2014
Q4 		$316K Sell
8,707
-186
-2% -$6.77K 0.22% 101
2014
Q3 		$305K Hold
8,893
– – 0.23% 95
2014
Q2 		$334K Sell
8,893
-8,739
-50% -$319K 0.26% 98
2014
Q1 		$540K Buy
17,632
+1,541
+10% +$52.7K 0.49% 69
2013
Q4 		$568K Sell
16,091
-2,876
-15% -$95.6K 0.46% 70
2013
Q3 		$596K Sell
18,967
-49
-0.3% -$1.52K 0.52% 68
2013
Q2 		$543K Buy
+19,016
New +$579K 0.4% 68

Other funds holding MDLZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Triangle Securities Wealth Management's MDLZ Position: Q2 2026 in Review

Triangle Securities Wealth Management sold out of Mondelez International (MDLZ) in Q2 2026, closing a stake of 3,973 shares — an estimated $229K sold.

Triangle Securities Wealth Management first reported a position in MDLZ in Q2 2013 and held it in 50 quarters. The position peaked at $816K in Q1 2018. 361 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Triangle Securities Wealth Management reported no remaining Mondelez International position as of Q2 2026 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 3,973 Mondelez International shares in Q2 2026, an estimated $229K.
  • Triangle Securities Wealth Management first reported a position in Mondelez International in Q2 2013 and held it in 50 quarters.
  • Triangle Securities Wealth Management's Mondelez International position peaked at $816K in Q1 2018.
  • 361 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.