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Waldron Private Wealth’s Mondelez International MDLZ Stock Holding History

Waldron Private Wealth’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 		$1.19M Buy
20,564
+244
+1% +$14.7K 0.04% 135
2026
Q1 		$1.17M Buy
20,320
+116
+0.6% +$6.72K 0.05% 130
2025
Q4 		$1.09M Sell
20,204
-757
-4% -$43.6K 0.04% 134
2025
Q3 		$1.32M Buy
20,961
+757
+4% +$48.8K 0.05% 115
2025
Q2 		$1.37M Sell
20,204
-371
-2% -$24.8K 0.06% 111
2025
Q1 		$1.41M Buy
20,575
+1,079
+6% +$66.5K 0.07% 108
2024
Q4 		$1.16M Buy
19,496
+191
+1% +$12.6K 0.05% 152
2024
Q3 		$1.42M Sell
19,305
-578
-3% -$40.6K 0.06% 129
2024
Q2 		$1.31M Sell
19,883
-400
-2% -$27.4K 0.06% 127
2024
Q1 		$1.43M Buy
20,283
+3
+0% +$219 0.06% 126
2023
Q4 		$1.48M Sell
20,280
-1,011
-5% -$69.3K 0.07% 112
2023
Q3 		$1.49M Buy
21,291
+567
+3% +$40.9K 0.08% 114
2023
Q2 		$1.52M Sell
20,724
-541
-3% -$40K 0.08% 115
2023
Q1 		$1.49M Buy
21,265
+2,098
+11% +$139K 0.07% 129
2022
Q4 		$1.06M Hold
19,167
– – 0.07% 150
2022
Q3 		$1.06M Buy
19,167
+626
+3% +$38.9K 0.07% 150
2022
Q2 		$1.16M Buy
18,541
+1,304
+8% +$82.4K 0.06% 158
2022
Q1 		$1.09M Buy
17,237
+122
+0.7% +$7.94K 0.06% 172
2021
Q4 		$1.14M Buy
17,115
+108
+0.6% +$6.67K 0.06% 162
2021
Q3 		$995K Buy
17,007
+565
+3% +$35.1K 0.06% 155
2021
Q2 		$1.03M Sell
16,442
-584
-3% -$36K 0.07% 137
2021
Q1 		$1M Buy
17,026
+132
+0.8% +$7.45K 0.07% 131
2020
Q4 		$993K Buy
16,894
+23
+0.1% +$1.31K 0.07% 128
2020
Q3 		$974K Buy
16,871
+541
+3% +$30.1K 0.08% 117
2020
Q2 		$839K Buy
16,330
+97
+0.6% +$4.98K 0.07% 118
2020
Q1 		$817K Buy
16,233
+77
+0.5% +$4.17K 0.09% 116
2019
Q4 		$894K Sell
16,156
-150
-0.9% -$8.02K 0.08% 118
2019
Q3 		$906K Buy
16,306
+4,000
+33% +$219K 0.09% 109
2019
Q2 		$666K Sell
12,306
-556
-4% -$28.9K 0.07% 115
2019
Q1 		$645K Buy
12,862
+6,731
+110% +$309K 0.07% 122
2018
Q4 		$245K Buy
6,131
+898
+17% +$38.3K 0.04% 180
2018
Q3 		$224K Buy
+5,233
New +$223K 0.04% 170
2018
Q2 		– Sell
-4,903
Closed -$204K – 185
2018
Q1 		$204K Sell
4,903
-2,400
-33% -$104K 0.05% 164
2017
Q4 		$312K Sell
7,303
-300
-4% -$12.6K 0.07% 122
2017
Q3 		$309K Buy
7,603
+1,733
+30% +$73.6K 0.09% 108
2017
Q2 		$253K Sell
5,870
-5,833
-50% -$263K 0.08% 106
2017
Q1 		$504K Buy
11,703
+5,947
+103% +$264K 0.13% 105
2016
Q4 		$255K Buy
5,756
+462
+9% +$19.9K 0.09% 109
2016
Q3 		$232K Sell
5,294
-5,353
-50% -$235K 0.08% 121
2016
Q2 		$484K Buy
10,647
+1,442
+16% +$62.8K 0.18% 63
2016
Q1 		$369K Buy
9,205
+240
+3% +$9.77K 0.14% 76
2015
Q4 		$401K Sell
8,965
-36
-0.4% -$1.61K 0.15% 83
2015
Q3 		$376K Buy
+9,001
New +$388K 0.16% 62

Other funds holding MDLZ

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
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
Mirae Asset Global Investments
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Waldron Private Wealth's MDLZ Position: Q2 2026 in Review

Waldron Private Wealth increased its Mondelez International (MDLZ) stake by 1.2% in Q2 2026, buying an estimated $14.7K and bringing the position to 20,564 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #135.

Waldron Private Wealth first reported a position in MDLZ in Q3 2015 and has held it in 43 quarters since. The position peaked at $1.52M in Q2 2023. 667 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Waldron Private Wealth held 20,564 shares of Mondelez International worth $1.19M as of Q2 2026.
  • Waldron Private Wealth bought 244 Mondelez International shares in Q2 2026, an estimated $14.7K.
  • Mondelez International made up 0.04% of Waldron Private Wealth's portfolio in Q2 2026, its #135 holding.
  • Waldron Private Wealth first reported a position in Mondelez International in Q3 2015 and has held it in 43 quarters since.
  • Waldron Private Wealth's Mondelez International position peaked at $1.52M in Q2 2023.
  • 667 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.