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United Financial Planning Group’s Mondelez International MDLZ Stock Holding History

United Financial Planning 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 		– Sell
-44
Closed -$2.54K – 510
2026
Q1 		$2.54K Sell
44
-97
-69% -$5.62K ﹤0.01% 412
2025
Q4 		$7.59K Buy
+141
New +$8.12K ﹤0.01% 230

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

United Financial Planning Group's MDLZ Position: Q2 2026 in Review

United Financial Planning Group sold out of Mondelez International (MDLZ) in Q2 2026, closing a stake of 44 shares — an estimated $2.54K sold.

United Financial Planning Group first reported a position in MDLZ in Q4 2025 and held it in 2 quarters. The position peaked at $7.59K in Q4 2025. 1,896 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • United Financial Planning Group reported no remaining Mondelez International position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 44 Mondelez International shares in Q2 2026, an estimated $2.54K.
  • United Financial Planning Group first reported a position in Mondelez International in Q4 2025 and held it in 2 quarters.
  • United Financial Planning Group's Mondelez International position peaked at $7.59K in Q4 2025.
  • 1,896 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.