West Family Investments’s Mondelez International MDLZ Stock Holding History

West Family Investments’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
2018 Q1	–	Sell	-500	Closed	-$3K	–	95
2017 Q4	$3K	Hold	500	–	–	﹤0.01%	88
2017 Q3	$22	Hold	500	–	–	﹤0.01%	87
2017 Q2	$112K	Buy	+500	New	+$22.5K	0.02%	95
2015 Q1	–	Sell	-1,000	Closed	-$157K	–	118
2014 Q4	$157K	Hold	1,000	–	–	0.03%	103
2014 Q3	$95K	Hold	1,000	–	–	0.02%	97
2014 Q2	$340K	Hold	1,000	–	–	0.07%	83
2014 Q1	$201K	Buy	+1,000	New	+$34.2K	0.04%	91

Other funds holding MDLZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

West Family Investments's MDLZ Position: Q2 2026 in Review

West Family Investments reduced its Mondelez International (MDLZ) stake by 18% in Q2 2026, selling an estimated $51.7K and leaving 3,913 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #412.

West Family Investments first reported a position in MDLZ in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.11M in Q3 2019. 1,346 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

West Family Investments held 3,913 shares of Mondelez International worth $226K as of Q2 2026.
West Family Investments sold 858 Mondelez International shares in Q2 2026, an estimated $51.7K.
Mondelez International made up 0.07% of West Family Investments's portfolio in Q2 2026, its #412 holding.
West Family Investments first reported a position in Mondelez International in Q2 2013 and has held it in 44 quarters since.
West Family Investments's Mondelez International position peaked at $1.11M in Q3 2019.
1,346 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.