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Waterfront Wealth’s Mondelez International MDLZ Stock Holding History

Waterfront 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 		$661K Sell
11,231
-3,760
-25% -$227K 0.1% 200
2026
Q1 		$864K Buy
14,991
+762
+5% +$44.1K 0.16% 167
2025
Q4 		$834K Buy
14,229
+13
+0.1% +$748 0.16% 164
2025
Q3 		$883K Sell
14,216
-79
-0.6% -$5.09K 0.18% 154
2025
Q2 		$964K Sell
14,295
-517
-3% -$34.5K 0.22% 138
2025
Q1 		$1M Sell
14,812
-148
-1% -$9.12K 0.25% 128
2024
Q4 		$894K Buy
14,960
+314
+2% +$20.8K 0.22% 147
2024
Q3 		$1.02M Buy
14,646
+4,479
+44% +$315K 0.25% 133
2024
Q2 		$665K Buy
10,167
+195
+2% +$13.4K 0.18% 157
2024
Q1 		$706K Buy
9,972
+213
+2% +$15.5K 0.2% 149
2023
Q4 		$707K Buy
9,759
+210
+2% +$14.4K 0.21% 139
2023
Q3 		$611K Buy
9,549
+260
+3% +$18.7K 0.2% 145
2023
Q2 		$688K Buy
9,289
+864
+10% +$63.8K 0.2% 138
2023
Q1 		$587K Buy
8,425
+562
+7% +$37.2K 0.19% 149
2022
Q4 		$508K Buy
7,863
+454
+6% +$28.7K 0.17% 163
2022
Q3 		$449K Buy
7,409
+1,323
+22% +$82.2K 0.17% 158
2022
Q2 		$378K Buy
6,086
+2,152
+55% +$136K 0.15% 167
2022
Q1 		$248K Buy
+3,934
New +$256K 0.09% 213

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

Waterfront Wealth's MDLZ Position: Q2 2026 in Review

Waterfront Wealth reduced its Mondelez International (MDLZ) stake by 25% in Q2 2026, selling an estimated $227K and leaving 11,231 shares worth $661K. The position accounts for 0.1% of the portfolio, ranked #200.

Waterfront Wealth first reported a position in MDLZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.02M in Q3 2024. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Waterfront Wealth held 11,231 shares of Mondelez International worth $661K as of Q2 2026.
  • Waterfront Wealth sold 3,760 Mondelez International shares in Q2 2026, an estimated $227K.
  • Mondelez International made up 0.1% of Waterfront Wealth's portfolio in Q2 2026, its #200 holding.
  • Waterfront Wealth first reported a position in Mondelez International in Q1 2022 and has held it in 18 quarters since.
  • Waterfront Wealth's Mondelez International position peaked at $1.02M in Q3 2024.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.