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Atria Wealth Solutions’s Mondelez International MDLZ Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$2.87M Sell
42,265
-57,653
-58% -$3.85M 0.06% 329
2025
Q1 		$6.82M Buy
99,918
+9,761
+11% +$602K 0.08% 257
2024
Q4 		$5.41M Buy
90,157
+8,315
+10% +$550K 0.06% 336
2024
Q3 		$6.05M Sell
81,842
-3,305
-4% -$232K 0.07% 298
2024
Q2 		$5.59M Sell
85,147
-153
-0.2% -$10.5K 0.06% 317
2024
Q1 		$6M Buy
85,300
+5,018
+6% +$366K 0.07% 293
2023
Q4 		$5.83M Buy
80,282
+5,678
+8% +$389K 0.07% 272
2023
Q3 		$5.19M Buy
74,604
+2,358
+3% +$170K 0.07% 280
2023
Q2 		$5.28M Buy
72,246
+4,338
+6% +$320K 0.07% 269
2023
Q1 		$4.76M Buy
67,908
+2,457
+4% +$163K 0.07% 278
2022
Q4 		$4.38M Buy
65,451
+12,045
+23% +$762K 0.07% 275
2022
Q3 		$2.93M Buy
53,406
+24,902
+87% +$1.55M 0.05% 353
2022
Q2 		$1.77M Sell
28,504
-5,960
-17% -$376K 0.03% 489
2022
Q1 		$2.17M Buy
+34,464
New +$2.24M 0.04% 464

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's MDLZ Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Mondelez International (MDLZ) stake by 58% in Q2 2025, selling an estimated $3.85M and leaving 42,265 shares worth $2.87M. The position accounts for 0.06% of the portfolio, ranked #329.

Atria Wealth Solutions first reported a position in MDLZ in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.82M in Q1 2025. 1,989 funds tracked by Wall St. Rank hold MDLZ as of Q2 2025.

  • Atria Wealth Solutions held 42,265 shares of Mondelez International worth $2.87M as of Q2 2025.
  • Atria Wealth Solutions sold 57,653 Mondelez International shares in Q2 2025, an estimated $3.85M.
  • Mondelez International made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #329 holding.
  • Atria Wealth Solutions first reported a position in Mondelez International in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Mondelez International position peaked at $6.82M in Q1 2025.
  • 1,989 funds tracked by Wall St. Rank held Mondelez International as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.