AWM
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Accurate Wealth Management’s Mondelez International MDLZ Stock Holding History

Accurate Wealth 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 		$240K Sell
4,087
-125
-3% -$7.53K 0.02% 508
2026
Q1 		$249K Sell
4,212
-216
-5% -$12.5K 0.03% 463
2025
Q4 		$244K Sell
4,428
-540
-11% -$31.1K 0.03% 448
2025
Q3 		$309K Buy
4,968
+283
+6% +$18.3K 0.04% 388
2025
Q2 		$315K Buy
4,685
+140
+3% +$9.34K 0.05% 345
2025
Q1 		$305K Sell
4,545
-536
-11% -$33K 0.06% 281
2024
Q4 		$287K Sell
5,081
-128
-2% -$8.46K 0.06% 298
2024
Q3 		$373K Sell
5,209
-454
-8% -$31.9K 0.08% 249
2024
Q2 		$365K Buy
5,663
+434
+8% +$29.8K 0.09% 206
2024
Q1 		$356K Sell
5,229
-2,158
-29% -$158K 0.1% 189
2023
Q4 		$538K Sell
7,387
-655
-8% -$44.9K 0.17% 126
2023
Q3 		$511K Sell
8,042
-931
-10% -$67.1K 0.16% 134
2023
Q2 		$649K Buy
8,973
+321
+4% +$23.7K 0.2% 110
2023
Q1 		$610K Buy
8,652
+2,020
+30% +$134K 0.21% 112
2022
Q4 		$446K Buy
6,632
+2,140
+48% +$135K 0.16% 112
2022
Q3 		$258K Sell
4,492
-26,016
-85% -$1.62M 0.11% 149
2022
Q2 		$1.9M Buy
30,508
+24,944
+448% +$1.58M 1.03% 14
2022
Q1 		$349K Buy
5,564
+261
+5% +$17K 0.16% 114
2021
Q4 		$340K Buy
5,303
+113
+2% +$6.97K 0.28% 97
2021
Q3 		$305K Buy
5,190
+383
+8% +$23.8K 0.27% 106
2021
Q2 		$300K Buy
+4,807
New +$296K 0.26% 96

Other funds holding MDLZ

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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
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

Accurate Wealth Management's MDLZ Position: Q2 2026 in Review

Accurate Wealth Management reduced its Mondelez International (MDLZ) stake by 3% in Q2 2026, selling an estimated $7.53K and leaving 4,087 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #508.

Accurate Wealth Management first reported a position in MDLZ in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.9M in Q2 2022. 653 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Accurate Wealth Management held 4,087 shares of Mondelez International worth $240K as of Q2 2026.
  • Accurate Wealth Management sold 125 Mondelez International shares in Q2 2026, an estimated $7.53K.
  • Mondelez International made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #508 holding.
  • Accurate Wealth Management first reported a position in Mondelez International in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's Mondelez International position peaked at $1.9M in Q2 2022.
  • 653 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.