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Wealth Dimensions Group’s Mondelez International MDLZ Stock Holding History

Wealth Dimensions 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 		$273K Buy
4,722
+30
+0.6% +$1.81K 0.05% 154
2026
Q1 		$270K Sell
4,692
-35
-0.7% -$2.03K 0.05% 144
2025
Q4 		$254K Buy
4,727
+57
+1% +$3.28K 0.05% 145
2025
Q3 		$292K Sell
4,670
-243
-5% -$15.7K 0.06% 134
2025
Q2 		$331K Hold
4,913
– – 0.07% 122
2025
Q1 		$333K Buy
4,913
+1,305
+36% +$80.4K 0.08% 117
2024
Q4 		$216K Sell
3,608
-42
-1% -$2.78K 0.05% 147
2024
Q3 		$269K Buy
3,650
+16
+0.4% +$1.13K 0.07% 121
2024
Q2 		$238K Sell
3,634
-49
-1% -$3.36K 0.07% 128
2024
Q1 		$258K Sell
3,683
-13
-0.4% -$949 0.08% 120
2023
Q4 		$268K Sell
3,696
-4
-0.1% -$274 0.08% 113
2023
Q3 		$257K Buy
3,700
+95
+3% +$6.84K 0.09% 111
2023
Q2 		$263K Buy
3,605
+61
+2% +$4.51K 0.1% 115
2023
Q1 		$247K Sell
3,544
-60
-2% -$3.97K 0.1% 114
2022
Q4 		$240K Buy
+3,604
New +$228K 0.1% 118
2022
Q3 		– Sell
-3,310
Closed -$206K – 123
2022
Q2 		$206K Hold
3,310
– – 0.1% 120
2022
Q1 		$208K Sell
3,310
-150
-4% -$9.76K 0.1% 126
2021
Q4 		$229K Hold
3,460
– – 0.11% 121
2021
Q3 		$201K Hold
3,460
– – 0.13% 125
2021
Q2 		$216K Hold
3,460
– – 0.15% 110
2021
Q1 		$203K Buy
+3,460
New +$195K 0.16% 113

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

Wealth Dimensions Group's MDLZ Position: Q2 2026 in Review

Wealth Dimensions Group increased its Mondelez International (MDLZ) stake by 0.64% in Q2 2026, buying an estimated $1.81K and bringing the position to 4,722 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #154.

Wealth Dimensions Group first reported a position in MDLZ in Q1 2021 and has held it in 21 quarters since. The position peaked at $333K in Q1 2025. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Wealth Dimensions Group held 4,722 shares of Mondelez International worth $273K as of Q2 2026.
  • Wealth Dimensions Group bought 30 Mondelez International shares in Q2 2026, an estimated $1.81K.
  • Mondelez International made up 0.05% of Wealth Dimensions Group's portfolio in Q2 2026, its #154 holding.
  • Wealth Dimensions Group first reported a position in Mondelez International in Q1 2021 and has held it in 21 quarters since.
  • Wealth Dimensions Group's Mondelez International position peaked at $333K in Q1 2025.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.