Accurate Wealth Management
MDLZ icon

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
Q3 		$222K Sell
3,612
-475
-12% -$29.2K 0.02% 550
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

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Accurate Wealth Management's MDLZ Position: Q3 2026 in Review

Accurate Wealth Management reduced its Mondelez International (MDLZ) stake by 12% in Q3 2026, selling an estimated $29.2K and leaving 3,612 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #550.

Accurate Wealth Management first reported a position in MDLZ in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.9M in Q2 2022. 1,464 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • Accurate Wealth Management held 3,612 shares of Mondelez International worth $222K as of Q3 2026.
  • Accurate Wealth Management sold 475 Mondelez International shares in Q3 2026, an estimated $29.2K.
  • Mondelez International made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #550 holding.
  • Accurate Wealth Management first reported a position in Mondelez International in Q2 2021 and has held it in 22 quarters since.
  • Accurate Wealth Management's Mondelez International position peaked at $1.9M in Q2 2022.
  • 1,464 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.