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WealthPlan Investment Management’s Mondelez International MDLZ Stock Holding History

WealthPlan Investment Management’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 		$287K Sell
4,964
-3,910
-44% -$236K 0.01% 406
2026
Q1 		$512K Buy
8,874
+4,549
+105% +$263K 0.03% 296
2025
Q4 		$233K Sell
4,325
-329
-7% -$18.9K 0.01% 346
2025
Q3 		$291K Buy
4,654
+45
+1% +$2.9K 0.02% 279
2025
Q2 		$311K Buy
4,609
+30
+0.7% +$2K 0.02% 286
2025
Q1 		$311K Buy
4,579
+243
+6% +$15K 0.03% 217
2024
Q4 		$259K Buy
4,336
+90
+2% +$5.95K 0.03% 230
2024
Q3 		$313K Hold
4,246
– – 0.03% 201
2024
Q2 		$278K Buy
4,246
+27
+0.6% +$1.85K 0.04% 158
2024
Q1 		$295K Buy
4,219
+25
+0.6% +$1.82K 0.05% 154
2023
Q4 		$304K Buy
4,194
+28
+0.7% +$1.92K 0.05% 151
2023
Q3 		$289K Buy
4,166
+22
+0.5% +$1.58K 0.05% 147
2023
Q2 		$302K Buy
4,144
+23
+0.6% +$1.7K 0.09% 116
2023
Q1 		$287K Sell
4,121
-5,404
-57% -$358K 0.05% 141
2022
Q4 		$631K Buy
9,525
+223
+2% +$14.1K 0.04% 224
2022
Q3 		$633K Buy
+9,302
New +$578K 0.05% 211
2022
Q1 		$605K Buy
+9,389
New +$611K 0.04% 226

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 $3.38T AUM 44.17% 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

WealthPlan Investment Management's MDLZ Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Mondelez International (MDLZ) stake by 44% in Q2 2026, selling an estimated $236K and leaving 4,964 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #406.

WealthPlan Investment Management first reported a position in MDLZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $633K in Q3 2022. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • WealthPlan Investment Management held 4,964 shares of Mondelez International worth $287K as of Q2 2026.
  • WealthPlan Investment Management sold 3,910 Mondelez International shares in Q2 2026, an estimated $236K.
  • Mondelez International made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #406 holding.
  • WealthPlan Investment Management first reported a position in Mondelez International in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Mondelez International position peaked at $633K in Q3 2022.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.