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Wealth Group’s Mondelez International MDLZ Stock Holding History

Wealth 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 		– Sell
-4,429
Closed -$255K – 114
2026
Q1 		$255K Sell
4,429
-53
-1% -$3.07K 0.24% 74
2025
Q4 		$241K Buy
+4,482
New +$258K 0.23% 74
2025
Q2 		$335K Buy
4,964
+246
+5% +$16.4K 0.33% 63
2025
Q1 		$320K Sell
4,718
-1,234
-21% -$76.1K 0.21% 102
2024
Q4 		$356K Buy
5,952
+1,334
+29% +$88.2K 0.23% 96
2024
Q3 		$340K Sell
4,618
-1,116
-19% -$78.4K 0.23% 103
2024
Q2 		$375K Sell
5,734
-35
-0.6% -$2.4K 0.27% 87
2024
Q1 		$404K Buy
+5,769
New +$421K 0.31% 82

Other funds holding MDLZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Wealth Group's MDLZ Position: Q2 2026 in Review

Wealth Group sold out of Mondelez International (MDLZ) in Q2 2026, closing a stake of 4,429 shares — an estimated $255K sold.

Wealth Group first reported a position in MDLZ in Q1 2024 and held it in 8 quarters. The position peaked at $404K in Q1 2024. 555 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Wealth Group reported no remaining Mondelez International position as of Q2 2026 after selling out during the quarter.
  • Wealth Group sold 4,429 Mondelez International shares in Q2 2026, an estimated $255K.
  • Wealth Group first reported a position in Mondelez International in Q1 2024 and held it in 8 quarters.
  • Wealth Group's Mondelez International position peaked at $404K in Q1 2024.
  • 555 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.