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Advisor OS’s Mondelez International MDLZ Stock Holding History

Advisor OS’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 		$1.18M Buy
20,385
+820
+4% +$49.4K 0.08% 177
2026
Q1 		$1.13M Buy
19,565
+1,040
+6% +$60.2K 0.08% 170
2025
Q4 		$997K Sell
18,525
-873
-5% -$50.3K 0.08% 162
2025
Q3 		$1.21M Buy
19,398
+1,905
+11% +$123K 0.1% 129
2025
Q2 		$1.18M Sell
17,493
-396
-2% -$26.4K 0.12% 122
2025
Q1 		$1.21M Buy
17,889
+3,786
+27% +$233K 0.14% 106
2024
Q4 		$842K Buy
14,103
+1,988
+16% +$131K 0.1% 145
2024
Q3 		$893K Buy
12,115
+1,224
+11% +$86K 0.09% 169
2024
Q2 		$713K Buy
10,891
+2,319
+27% +$159K 0.08% 200
2024
Q1 		$600K Buy
8,572
+2,955
+53% +$216K 0.07% 217
2023
Q4 		$407K Buy
5,617
+2,327
+71% +$159K 0.05% 228
2023
Q3 		$228K Buy
3,290
+408
+14% +$29.4K 0.03% 261
2023
Q2 		$210K Buy
+2,882
New +$213K 0.03% 278
2020
Q4 		– Sell
-4,856
Closed -$279K – 149
2020
Q3 		$279K Sell
4,856
-4,159
-46% -$232K 0.12% 85
2020
Q2 		$461K Buy
+9,015
New +$463K 0.27% 75

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor OS's MDLZ Position: Q2 2026 in Review

Advisor OS increased its Mondelez International (MDLZ) stake by 4.2% in Q2 2026, buying an estimated $49.4K and bringing the position to 20,385 shares worth $1.18M. The position accounts for 0.08% of the portfolio, ranked #177.

Advisor OS first reported a position in MDLZ in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.21M in Q1 2025. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Advisor OS held 20,385 shares of Mondelez International worth $1.18M as of Q2 2026.
  • Advisor OS bought 820 Mondelez International shares in Q2 2026, an estimated $49.4K.
  • Mondelez International made up 0.08% of Advisor OS's portfolio in Q2 2026, its #177 holding.
  • Advisor OS first reported a position in Mondelez International in Q2 2020 and has held it in 15 quarters since.
  • Advisor OS's Mondelez International position peaked at $1.21M in Q1 2025.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.