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West Branch Capital’s Mondelez International MDLZ Stock Holding History

West Branch Capital’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 		$28.9K Sell
500
-581
-54% -$35K 0.01% 164
2026
Q1 		$62.3K Hold
1,081
– – 0.02% 125
2025
Q4 		$58.2K Hold
1,081
– – 0.02% 133
2025
Q3 		$67.5K Hold
1,081
– – 0.02% 131
2025
Q2 		$72.9K Hold
1,081
– – 0.02% 127
2025
Q1 		$73.3K Sell
1,081
-9
-0.8% -$555 0.02% 132
2024
Q4 		$65.1K Hold
1,090
– – 0.02% 143
2024
Q3 		$80.3K Buy
1,090
+9
+0.8% +$633 0.03% 131
2024
Q2 		$70.7K Hold
1,081
– – 0.03% 143
2024
Q1 		$75.7K Sell
1,081
-5
-0.5% -$365 0.03% 141
2023
Q4 		$78.7K Buy
1,086
+5
+0.5% +$343 0.04% 135
2023
Q3 		$75K Hold
1,081
– – 0.04% 133
2023
Q2 		$78.8K Hold
1,081
– – 0.04% 130
2023
Q1 		$75.4K Sell
1,081
-250
-19% -$16.6K 0.04% 134
2022
Q4 		$88.7K Hold
1,331
– – 0.05% 125
2022
Q3 		$73K Hold
1,331
– – 0.05% 138
2022
Q2 		$83K Hold
1,331
– – 0.05% 135
2022
Q1 		$84K Hold
1,331
– – 0.04% 146
2021
Q4 		$88K Hold
1,331
– – 0.04% 151
2021
Q3 		$77K Hold
1,331
– – 0.04% 159
2021
Q2 		$83K Buy
+1,331
New +$82K 0.04% 155

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

West Branch Capital's MDLZ Position: Q2 2026 in Review

West Branch Capital reduced its Mondelez International (MDLZ) stake by 54% in Q2 2026, selling an estimated $35K and leaving 500 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #164.

West Branch Capital first reported a position in MDLZ in Q2 2021 and has held it in 21 quarters since. The position peaked at $88.7K in Q4 2022. 449 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • West Branch Capital held 500 shares of Mondelez International worth $28.9K as of Q2 2026.
  • West Branch Capital sold 581 Mondelez International shares in Q2 2026, an estimated $35K.
  • Mondelez International made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #164 holding.
  • West Branch Capital first reported a position in Mondelez International in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's Mondelez International position peaked at $88.7K in Q4 2022.
  • 449 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.