Advocacy Wealth Management Services’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $247K | Buy |
4,271
+284
| +7% | +$17.1K | 0.01% | 147 |
|
|
2026
Q1 | $230K | Sell |
3,987
-160
| -4% | -$9.27K | 0.01% | 140 |
|
|
2025
Q4 | $223K | Buy |
4,147
+74
| +2% | +$4.26K | 0.01% | 141 |
|
|
2025
Q3 | $254K | Buy |
+4,073
| New | +$263K | 0.01% | 139 |
|
|
2022
Q4 | – | Sell |
-109
| Closed | -$6K | – | 94 |
|
|
2022
Q3 | $6K | Hold |
109
| – | – | ﹤0.01% | 102 |
|
|
2022
Q2 | $7K | Hold |
109
| – | – | ﹤0.01% | 104 |
|
|
2022
Q1 | $7K | Hold |
109
| – | – | ﹤0.01% | 113 |
|
|
2021
Q4 | $7K | Hold |
109
| – | – | ﹤0.01% | 127 |
|
|
2021
Q3 | $6K | Sell |
109
-80
| -42% | -$4.98K | ﹤0.01% | 131 |
|
|
2021
Q2 | $12K | Hold |
189
| – | – | ﹤0.01% | 131 |
|
|
2021
Q1 | $11K | Hold |
189
| – | – | ﹤0.01% | 118 |
|
|
2020
Q4 | $11K | Sell |
189
-91
| -33% | -$5.2K | ﹤0.01% | 115 |
|
|
2020
Q3 | $16K | Hold |
280
| – | – | ﹤0.01% | 92 |
|
|
2020
Q2 | $14K | Hold |
280
| – | – | ﹤0.01% | 99 |
|
|
2020
Q1 | $14K | Hold |
280
| – | – | ﹤0.01% | 89 |
|
|
2019
Q4 | $15K | Hold |
280
| – | – | ﹤0.01% | 109 |
|
|
2019
Q3 | $15K | Sell |
280
-90
| -24% | -$4.92K | 0.01% | 109 |
|
|
2019
Q2 | $20K | Hold |
370
| – | – | 0.01% | 99 |
|
|
2019
Q1 | $18K | Hold |
370
| – | – | 0.02% | 86 |
|
|
2018
Q4 | $15K | Hold |
370
| – | – | 0.01% | 96 |
|
|
2018
Q3 | $16K | Hold |
370
| – | – | 0.01% | 103 |
|
|
2018
Q2 | $15K | Hold |
370
| – | – | 0.01% | 105 |
|
|
2018
Q1 | $15K | Hold |
370
| – | – | 0.01% | 110 |
|
|
2017
Q4 | $16K | Hold |
370
| – | – | 0.01% | 124 |
|
|
2017
Q3 | $15K | Sell |
370
-50
| -12% | -$2.12K | 0.01% | 156 |
|
|
2017
Q2 | $18K | Sell |
420
-77
| -15% | -$3.47K | 0.01% | 142 |
|
|
2017
Q1 | $21K | Buy |
497
+397
| +397% | +$17.6K | 0.01% | 149 |
|
|
2016
Q4 | $4K | Sell |
100
-397
| -80% | -$17.1K | ﹤0.01% | 259 |
|
|
2016
Q3 | $22K | Hold |
497
| – | – | 0.01% | 200 |
|
|
2016
Q2 | $23K | Sell |
497
-219
| -31% | -$9.54K | 0.01% | 219 |
|
|
2016
Q1 | $29K | Buy |
716
+19
| +3% | +$774 | 0.02% | 239 |
|
|
2015
Q4 | $31K | Buy |
+697
| New | +$31.2K | 0.04% | 219 |
|
|
2013
Q3 | $51K | Buy |
1,597
+297
| +23% | +$9.21K | 0.14% | 111 |
|
|
2013
Q2 | $37K | Buy |
+1,300
| New | +$39.6K | 0.15% | 101 |
|
Other funds holding MDLZ
Advocacy Wealth Management Services's MDLZ Position: Q2 2026 in Review
Advocacy Wealth Management Services increased its Mondelez International (MDLZ) stake by 7.1% in Q2 2026, buying an estimated $17.1K and bringing the position to 4,271 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #147.
Advocacy Wealth Management Services first reported a position in MDLZ in Q2 2013 and has held it in 34 quarters since. The position peaked at $254K in Q3 2025. 1,900 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.
- Advocacy Wealth Management Services held 4,271 shares of Mondelez International worth $247K as of Q2 2026.
- Advocacy Wealth Management Services bought 284 Mondelez International shares in Q2 2026, an estimated $17.1K.
- Mondelez International made up 0.01% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #147 holding.
- Advocacy Wealth Management Services first reported a position in Mondelez International in Q2 2013 and has held it in 34 quarters since.
- Advocacy Wealth Management Services's Mondelez International position peaked at $254K in Q3 2025.
- 1,900 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.
Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.