Waddell & Associates’s Mondelez International MDLZ Stock Holding History

Waddell & Associates’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	$204K	Sell	3,528 -131	-4%	-$7.89K	0.01%	513
2026 Q1	$211K	Buy	+3,659	New	+$212K	0.01%	410
2025 Q4	–	Sell	-3,332	Closed	-$208K	–	400
2025 Q3	$208K	Buy	3,332 +15	+0.5%	+$967	0.02%	303
2025 Q2	$224K	Sell	3,317 -1,109	-25%	-$74K	0.02%	213
2025 Q1	$300K	Hold	4,426	–	–	0.04%	126
2024 Q4	$264K	Hold	4,426	–	–	0.03%	133
2024 Q3	$326K	Sell	4,426 -306	-6%	-$21.5K	0.04%	111
2024 Q2	$310K	Buy	4,732 +172	+4%	+$11.8K	0.04%	106
2024 Q1	$319K	Hold	4,560	–	–	0.04%	102
2023 Q4	$330K	Hold	4,560	–	–	0.04%	104
2023 Q3	$316K	Sell	4,560 -39	-0.8%	-$2.81K	0.05%	120
2023 Q2	$335K	Hold	4,599	–	–	0.05%	111
2023 Q1	$321K	Buy	4,599 +156	+4%	+$10.3K	0.05%	111
2022 Q4	$296K	Buy	4,443 +211	+5%	+$13.3K	0.05%	115
2022 Q3	$232K	Hold	4,232	–	–	0.04%	120
2022 Q2	$263K	Buy	4,232 +16	+0.4%	+$1.01K	0.05%	114
2022 Q1	$265K	Buy	+4,216	New	+$274K	0.04%	107

Other funds holding MDLZ

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Waddell & Associates's MDLZ Position: Q2 2026 in Review

Waddell & Associates reduced its Mondelez International (MDLZ) stake by 3.6% in Q2 2026, selling an estimated $7.89K and leaving 3,528 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #513.

Waddell & Associates first reported a position in MDLZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $335K in Q2 2023. 433 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Waddell & Associates held 3,528 shares of Mondelez International worth $204K as of Q2 2026.
Waddell & Associates sold 131 Mondelez International shares in Q2 2026, an estimated $7.89K.
Mondelez International made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #513 holding.
Waddell & Associates first reported a position in Mondelez International in Q1 2022 and has held it in 17 quarters since.
Waddell & Associates's Mondelez International position peaked at $335K in Q2 2023.
433 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.