Turtle Creek Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Turtle Creek Wealth Advisors’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	$300K	Buy	5,183 +1,669	+47%	+$101K	0.02%	366
2026 Q1	$203K	Buy	+3,514	New	+$204K	0.02%	399
2025 Q4	–	Sell	-4,865	Closed	-$304K	–	407
2025 Q3	$304K	Buy	4,865 +996	+26%	+$64.2K	0.03%	271
2025 Q2	$261K	Buy	+3,869	New	+$258K	0.03%	231
2024 Q1	–	Sell	-1,471	Closed	-$107K	–	557
2023 Q4	$107K	Buy	+1,471	New	+$101K	0.03%	192

Other funds holding MDLZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Turtle Creek Wealth Advisors's MDLZ Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Mondelez International (MDLZ) stake by 47% in Q2 2026, buying an estimated $101K and bringing the position to 5,183 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #366.

Turtle Creek Wealth Advisors first reported a position in MDLZ in Q4 2023 and has held it in 5 quarters since. The position peaked at $304K in Q3 2025. 915 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Turtle Creek Wealth Advisors held 5,183 shares of Mondelez International worth $300K as of Q2 2026.
Turtle Creek Wealth Advisors bought 1,669 Mondelez International shares in Q2 2026, an estimated $101K.
Mondelez International made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #366 holding.
Turtle Creek Wealth Advisors first reported a position in Mondelez International in Q4 2023 and has held it in 5 quarters since.
Turtle Creek Wealth Advisors's Mondelez International position peaked at $304K in Q3 2025.
915 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.