Aventura Private Wealth’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
$442K Buy
7,650
+680
+10% +$41K 0.14% 103
2026
Q1
$402K Sell
6,970
-537
-7% -$31.1K 0.15% 112
2025
Q4
$404K Sell
7,507
-990
-12% -$57K 0.15% 105
2025
Q3
$531K Sell
8,497
-727
-8% -$46.9K 0.2% 89
2025
Q2
$622K Sell
9,224
-323
-3% -$21.6K 0.27% 75
2025
Q1
$648K Sell
9,547
-259
-3% -$16K 0.34% 64
2024
Q4
$586K Buy
+9,806
New +$649K 0.32% 68

Other funds holding MDLZ

Aventura Private Wealth's MDLZ Position: Q2 2026 in Review

Aventura Private Wealth increased its Mondelez International (MDLZ) stake by 9.8% in Q2 2026, buying an estimated $41K and bringing the position to 7,650 shares worth $442K. The position accounts for 0.14% of the portfolio, ranked #103.

Aventura Private Wealth first reported a position in MDLZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $648K in Q1 2025. 668 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Aventura Private Wealth held 7,650 shares of Mondelez International worth $442K as of Q2 2026.
  • Aventura Private Wealth bought 680 Mondelez International shares in Q2 2026, an estimated $41K.
  • Mondelez International made up 0.14% of Aventura Private Wealth's portfolio in Q2 2026, its #103 holding.
  • Aventura Private Wealth first reported a position in Mondelez International in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Mondelez International position peaked at $648K in Q1 2025.
  • 668 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.