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Verus Financial Partners’s Mondelez International MDLZ Stock Holding History

Verus Financial Partners’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 		$364K Buy
6,289
+664
+12% +$40K 0.03% 93
2026
Q1 		$321K Buy
5,625
+4
+0.1% +$232 0.03% 99
2025
Q4 		$329K Buy
5,621
+669
+14% +$38.5K 0.03% 93
2025
Q3 		$309K Buy
4,952
+57
+1% +$3.68K 0.03% 95
2025
Q2 		$327K Sell
4,895
-172
-3% -$11.5K 0.03% 83
2025
Q1 		$340K Buy
5,067
+179
+4% +$11K 0.04% 73
2024
Q4 		$275K Sell
4,888
-233
-5% -$15.4K 0.03% 81
2024
Q3 		$374K Buy
5,121
+21
+0.4% +$1.48K 0.04% 66
2024
Q2 		$334K Buy
5,100
+3
+0.1% +$206 0.04% 70
2024
Q1 		$357K Sell
5,097
-4,106
-45% -$300K 0.04% 67
2023
Q4 		$692K Buy
9,203
+4,082
+80% +$280K 0.09% 46
2023
Q3 		$315K Buy
5,121
+232
+5% +$16.7K 0.04% 74
2023
Q2 		$364K Sell
4,889
-3,546
-42% -$262K 0.05% 67
2023
Q1 		$652K Sell
8,435
-649
-7% -$43K 0.09% 49
2022
Q4 		$594K Sell
9,084
-86
-0.9% -$5.44K 0.08% 53
2022
Q3 		$535K Buy
9,170
+3
+0% +$186 0.08% 55
2022
Q2 		$562K Buy
9,167
+628
+7% +$39.7K 0.08% 50
2022
Q1 		$544K Sell
8,539
-612
-7% -$39.8K 0.08% 46
2021
Q4 		$607K Sell
9,151
-15
-0.2% -$926 0.08% 45
2021
Q3 		$548K Hold
9,166
– – 0.08% 48
2021
Q2 		$590K Buy
9,166
+17
+0.2% +$1.05K 0.09% 44
2021
Q1 		$542K Buy
9,149
+1
+0% +$56 0.09% 44
2020
Q4 		$535K Buy
+9,148
New +$523K 0.09% 41
2020
Q3 		– Sell
-8,948
Closed -$458K – 194
2020
Q2 		$458K Hold
8,948
– – 0.1% 38
2020
Q1 		$448K Sell
8,948
-212
-2% -$11.5K 0.14% 34
2019
Q4 		$505K Buy
9,160
+3,507
+62% +$188K 0.15% 38
2019
Q3 		$313K Buy
5,653
+1,059
+23% +$57.9K 0.1% 47
2019
Q2 		$248K Sell
4,594
-30
-0.6% -$1.56K 0.08% 47
2019
Q1 		$231K Sell
4,624
-706
-13% -$32.4K 0.08% 46
2018
Q4 		$229K Hold
5,330
– – 0.08% 45
2018
Q3 		$229K Hold
5,330
– – 0.08% 45
2018
Q2 		$219K Sell
5,330
-761
-12% -$30.6K 0.08% 44
2018
Q1 		$254K Sell
6,091
-298
-5% -$12.9K 0.1% 41
2017
Q4 		$273K Buy
6,389
+1,004
+19% +$42.2K 0.1% 41
2017
Q3 		$219K Sell
5,385
-739
-12% -$31.4K 0.08% 46
2017
Q2 		$264K Sell
6,124
-95
-2% -$4.28K 0.11% 40
2017
Q1 		$268K Sell
6,219
-210
-3% -$9.31K 0.11% 42
2016
Q4 		$285K Sell
6,429
-525
-8% -$22.6K 0.12% 36
2016
Q3 		$305K Buy
6,954
+76
+1% +$3.33K 0.14% 34
2016
Q2 		$313K Buy
6,878
+6
+0.1% +$261 0.14% 34
2016
Q1 		$276K Sell
6,872
-481
-7% -$19.6K 0.13% 36
2015
Q4 		$330K Buy
7,353
+156
+2% +$6.98K 0.16% 31
2015
Q3 		$301K Buy
7,197
+413
+6% +$17.8K 0.16% 30
2015
Q2 		$279K Buy
6,784
+5
+0.1% +$196 0.14% 31
2015
Q1 		$245K Hold
6,779
– – 0.12% 35
2014
Q4 		$246K Buy
6,779
+484
+8% +$17.6K 0.13% 37
2014
Q3 		$216K Buy
6,295
+7
+0.1% +$255 0.12% 42
2014
Q2 		$236K Sell
6,288
-120
-2% -$4.39K 0.13% 38
2014
Q1 		$221K Buy
6,408
+158
+3% +$5.4K 0.12% 42
2013
Q4 		$221K Buy
+6,250
New +$208K 0.12% 37

Other funds holding MDLZ

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Verus Financial Partners's MDLZ Position: Q2 2026 in Review

Verus Financial Partners increased its Mondelez International (MDLZ) stake by 12% in Q2 2026, buying an estimated $40K and bringing the position to 6,289 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #93.

Verus Financial Partners first reported a position in MDLZ in Q4 2013 and has held it in 50 quarters since. The position peaked at $692K in Q4 2023. 829 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Verus Financial Partners held 6,289 shares of Mondelez International worth $364K as of Q2 2026.
  • Verus Financial Partners bought 664 Mondelez International shares in Q2 2026, an estimated $40K.
  • Mondelez International made up 0.03% of Verus Financial Partners's portfolio in Q2 2026, its #93 holding.
  • Verus Financial Partners first reported a position in Mondelez International in Q4 2013 and has held it in 50 quarters since.
  • Verus Financial Partners's Mondelez International position peaked at $692K in Q4 2023.
  • 829 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.