Westbourne Investment Advisors’s Mondelez International MDLZ Stock Holding History

Westbourne Investment Advisors’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	$504K	Hold	8,707	–	–	0.14%	79
2026 Q1	$502K	Hold	8,707	–	–	0.15%	81
2025 Q4	$469K	Hold	8,707	–	–	0.13%	79
2025 Q3	$544K	Hold	8,707	–	–	0.15%	78
2025 Q2	$587K	Hold	8,707	–	–	0.18%	73
2025 Q1	$591K	Sell	8,707 -2,018	-19%	-$124K	0.21%	59
2024 Q4	$641K	Hold	10,725	–	–	0.22%	58
2024 Q3	$790K	Hold	10,725	–	–	0.28%	56
2024 Q2	$702K	Hold	10,725	–	–	0.25%	57
2024 Q1	$751K	Hold	10,725	–	–	0.28%	56
2023 Q4	$777K	Hold	10,725	–	–	0.31%	54
2023 Q3	$744K	Hold	10,725	–	–	0.34%	50
2023 Q2	$782K	Hold	10,725	–	–	0.35%	51
2023 Q1	$748K	Hold	10,725	–	–	0.36%	55
2022 Q4	$715K	Hold	10,725	–	–	0.36%	55
2022 Q3	$588K	Hold	10,725	–	–	0.31%	59
2022 Q2	$666K	Hold	10,725	–	–	0.41%	50
2022 Q1	$673K	Sell	10,725 -415	-4%	-$27K	0.28%	59
2021 Q4	$739K	Buy	+11,140	New	+$687K	0.29%	59

Other funds holding MDLZ

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westbourne Investment Advisors's MDLZ Position: Q2 2026 in Review

Westbourne Investment Advisors held its Mondelez International (MDLZ) position steady in Q2 2026 at 8,707 shares worth $504K. The position accounts for 0.14% of the portfolio, ranked #79.

Westbourne Investment Advisors first reported a position in MDLZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $790K in Q3 2024. 1,895 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Westbourne Investment Advisors held 8,707 shares of Mondelez International worth $504K as of Q2 2026.
Westbourne Investment Advisors left its Mondelez International share count unchanged in Q2 2026.
Mondelez International made up 0.14% of Westbourne Investment Advisors's portfolio in Q2 2026, its #79 holding.
Westbourne Investment Advisors first reported a position in Mondelez International in Q4 2021 and has held it in 19 quarters since.
Westbourne Investment Advisors's Mondelez International position peaked at $790K in Q3 2024.
1,895 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.