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

Activest 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 		$6.19K Buy
+107
New +$6.45K ﹤0.01% 679
2026
Q1 		– Sell
-233
Closed -$12.5K – 1296
2025
Q4 		$12.5K Sell
233
-66
-22% -$3.8K ﹤0.01% 614
2025
Q3 		$18.7K Sell
299
-19
-6% -$1.23K ﹤0.01% 394
2025
Q2 		$21.4K Buy
318
+2
+0.6% +$133 0.01% 311
2025
Q1 		$21.4K Buy
316
+263
+496% +$16.2K 0.01% 285
2024
Q4 		$3.17K Sell
53
-131
-71% -$8.66K ﹤0.01% 404
2024
Q3 		$13.6K Sell
184
-273
-60% -$19.2K ﹤0.01% 287
2024
Q2 		$29.9K Hold
457
– – 0.01% 212
2024
Q1 		$32K Hold
457
– – 0.02% 142
2023
Q4 		$33.1K Hold
457
– – 0.02% 120
2023
Q3 		$31.7K Hold
457
– – 0.02% 114
2023
Q2 		$24.7K Hold
457
– – 0.02% 119
2023
Q1 		$32K Buy
+457
New +$30.3K 0.02% 103
2022
Q3 		– Sell
-457
Closed -$29K – 554
2022
Q2 		$29K Hold
457
– – 0.02% 129
2022
Q1 		$29K Hold
457
– – 0.02% 131
2021
Q4 		$30K Hold
457
– – 0.02% 137
2021
Q3 		$27K Hold
457
– – 0.02% 151
2021
Q2 		$29K Sell
457
-100
-18% -$6.16K 0.02% 126
2021
Q1 		$33K Buy
+557
New +$31.4K 0.03% 123

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Activest Wealth Management opened a new position in Mondelez International (MDLZ) in Q2 2026: 107 shares worth $6.19K. The stake represents ﹤0.01% of the portfolio and ranks #679 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in MDLZ as recently as Q4 2025.

Activest Wealth Management first reported a position in MDLZ in Q1 2021 and has held it in 19 quarters since. The position peaked at $33.1K in Q4 2023. 608 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Activest Wealth Management held 107 shares of Mondelez International worth $6.19K as of Q2 2026.
  • Mondelez International was a new Activest Wealth Management position in Q2 2026.
  • Mondelez International made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #679 holding.
  • Activest Wealth Management first reported a position in Mondelez International in Q1 2021 and has held it in 19 quarters since.
  • Activest Wealth Management's Mondelez International position peaked at $33.1K in Q4 2023.
  • 608 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.