Westside Investment Management’s Mondelez International MDLZ Stock Holding History

Westside 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	$232K	Buy	4,018 +231	+6%	+$13.9K	0.03%	286
2026 Q1	$218K	Buy	3,787 +553	+17%	+$32K	0.03%	288
2025 Q4	$174K	Buy	3,234 +23	+0.7%	+$1.32K	0.03%	301
2025 Q3	$201K	Buy	3,211 +269	+9%	+$17.4K	0.03%	286
2025 Q2	$199K	Buy	2,942 +67	+2%	+$4.47K	0.04%	257
2025 Q1	$195K	Sell	2,875 -83	-3%	-$5.12K	0.04%	236
2024 Q4	$177K	Sell	2,958 -288	-9%	-$19K	0.04%	248
2024 Q3	$239K	Sell	3,246 -50	-2%	-$3.51K	0.05%	214
2024 Q2	$216K	Buy	3,296 +33	+1%	+$2.26K	0.05%	219
2024 Q1	$228K	Sell	3,263 -216	-6%	-$15.8K	0.05%	213
2023 Q4	$252K	Sell	3,479 -100	-3%	-$6.85K	0.06%	191
2023 Q3	$248K	Buy	3,579 +200	+6%	+$14.4K	0.07%	182
2023 Q2	$246K	Hold	3,379	–	–	0.07%	185
2023 Q1	$236K	Hold	3,379	–	–	0.07%	191
2022 Q4	$225	Hold	3,379	–	–	﹤0.01%	315
2022 Q3	$185	Hold	3,379	–	–	﹤0.01%	322
2022 Q2	$209	Sell	3,379 -84	-2%	-$5.31K	﹤0.01%	316
2022 Q1	$217	Hold	3,463	–	–	﹤0.01%	320
2021 Q4	$229	Hold	3,463	–	–	﹤0.01%	305
2021 Q3	$201	Hold	3,463	–	–	﹤0.01%	303
2021 Q2	$216	Hold	3,463	–	–	﹤0.01%	295
2021 Q1	$202	Hold	3,463	–	–	﹤0.01%	290
2020 Q4	$202	Sell	3,463 -38	-1%	-$2.17K	﹤0.01%	252
2020 Q3	$201	Hold	3,501	–	–	﹤0.01%	259
2020 Q2	$179	Hold	3,501	–	–	﹤0.01%	242
2020 Q1	$175	Buy	+3,501	New	+$190K	﹤0.01%	242
2019 Q2	$188	Buy	+3,501	New	+$182K	﹤0.01%	199
2018 Q4	$140K	Hold	3,501	–	–	0.05%	182
2018 Q3	$150K	Hold	3,501	–	–	0.05%	172
2018 Q2	$143K	Buy	3,501 +22	+0.6%	+$884	0.05%	186
2018 Q1	$142K	Hold	3,479	–	–	0.08%	183
2017 Q4	$150K	Hold	3,479	–	–	0.08%	179
2017 Q3	$142K	Hold	3,479	–	–	0.09%	166
2017 Q2	$150K	Hold	3,479	–	–	0.1%	159
2017 Q1	$153K	Hold	3,479	–	–	0.07%	148
2016 Q4	$157K	Buy	+3,479	New	+$150K	0.11%	108

Other funds holding MDLZ

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

Westside Investment Management increased its Mondelez International (MDLZ) stake by 6.1% in Q2 2026, buying an estimated $13.9K and bringing the position to 4,018 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #286.

Westside Investment Management first reported a position in MDLZ in Q4 2016 and has held it in 36 quarters since. The position peaked at $252K in Q4 2023. 646 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Westside Investment Management held 4,018 shares of Mondelez International worth $232K as of Q2 2026.
Westside Investment Management bought 231 Mondelez International shares in Q2 2026, an estimated $13.9K.
Mondelez International made up 0.03% of Westside Investment Management's portfolio in Q2 2026, its #286 holding.
Westside Investment Management first reported a position in Mondelez International in Q4 2016 and has held it in 36 quarters since.
Westside Investment Management's Mondelez International position peaked at $252K in Q4 2023.
646 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

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