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Wellington-Altus USA’s Mondelez International MDLZ Stock Holding History

Wellington-Altus USA’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 		$17.5K Hold
304
– – 0.01% 519
2026
Q1 		$17.6K Buy
304
+24
+9% +$1.39K 0.01% 542
2025
Q4 		$15.1K Buy
+280
New +$16.1K 0.01% 537

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

Wellington-Altus USA's MDLZ Position: Q2 2026 in Review

Wellington-Altus USA held its Mondelez International (MDLZ) position steady in Q2 2026 at 304 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #519.

Wellington-Altus USA first reported a position in MDLZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.6K in Q1 2026. 1,903 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Wellington-Altus USA held 304 shares of Mondelez International worth $17.5K as of Q2 2026.
  • Wellington-Altus USA left its Mondelez International share count unchanged in Q2 2026.
  • Mondelez International made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #519 holding.
  • Wellington-Altus USA first reported a position in Mondelez International in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Mondelez International position peaked at $17.6K in Q1 2026.
  • 1,903 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.