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Advyzon Investment Management’s Mondelez International MDLZ Stock Holding History

Advyzon Investment 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 		$639K Buy
11,045
+2,332
+27% +$141K 0.05% 397
2026
Q1 		$502K Buy
+8,713
New +$505K 0.05% 398
2025
Q1 		– Sell
-3,653
Closed -$218K – 298
2024
Q4 		$218K Buy
+3,653
New +$242K 0.08% 214

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 $3.38T AUM 44.17% 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

Advyzon Investment Management's MDLZ Position: Q2 2026 in Review

Advyzon Investment Management increased its Mondelez International (MDLZ) stake by 27% in Q2 2026, buying an estimated $141K and bringing the position to 11,045 shares worth $639K. The position accounts for 0.05% of the portfolio, ranked #397.

Advyzon Investment Management first reported a position in MDLZ in Q4 2024 and has held it in 3 quarters since. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Advyzon Investment Management held 11,045 shares of Mondelez International worth $639K as of Q2 2026.
  • Advyzon Investment Management bought 2,332 Mondelez International shares in Q2 2026, an estimated $141K.
  • Mondelez International made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #397 holding.
  • Advyzon Investment Management first reported a position in Mondelez International in Q4 2024 and has held it in 3 quarters since.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.