AWE
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Avidian Wealth Enterprises’s Mondelez International MDLZ Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$351K Buy
6,073
+1,500
+33% +$92.3K 0.01% 570
2026
Q2 		$265K Buy
4,573
+1,055
+30% +$63.6K 0.01% 631
2026
Q1 		$203K Buy
+3,518
New +$204K 0.01% 650
2025
Q4 		– Sell
-4,284
Closed -$268K – 592
2025
Q3 		$268K Sell
4,284
-494
-10% -$31.9K 0.01% 490
2025
Q2 		$322K Sell
4,778
-1,087
-19% -$72.5K 0.01% 427
2025
Q1 		$398K Sell
5,865
-1,795
-23% -$111K 0.02% 359
2024
Q4 		$458K Buy
7,660
+19
+0.2% +$1.26K 0.02% 315
2024
Q3 		$563K Buy
7,641
+163
+2% +$11.5K 0.03% 278
2024
Q2 		$489K Buy
7,478
+3,351
+81% +$230K 0.02% 301
2024
Q1 		$289K Buy
4,127
+537
+15% +$39.2K 0.01% 365
2023
Q4 		$260K Buy
+3,590
New +$246K 0.02% 366
2023
Q3 		– Sell
-4,185
Closed -$305K – 414
2023
Q2 		$305K Sell
4,185
-10,282
-71% -$760K 0.02% 335
2023
Q1 		$1.01M Sell
14,467
-566
-4% -$37.5K 0.06% 196
2022
Q4 		$1M Sell
15,033
-36
-0.2% -$2.28K 0.07% 179
2022
Q3 		$826K Sell
15,069
-1,237
-8% -$76.8K 0.06% 170
2022
Q2 		$1.01M Buy
16,306
+2,066
+15% +$131K 0.07% 168
2022
Q1 		$894K Sell
14,240
-4,090
-22% -$266K 0.05% 213
2021
Q4 		$1.22M Buy
18,330
+6,375
+53% +$393K 0.08% 162
2021
Q3 		$696K Buy
11,955
+1,540
+15% +$95.8K 0.05% 169
2021
Q2 		$650K Buy
10,415
+158
+2% +$9.73K 0.05% 177
2021
Q1 		$600K Buy
10,257
+424
+4% +$23.9K 0.05% 183
2020
Q4 		$575K Buy
9,833
+517
+6% +$29.5K 0.05% 164
2020
Q3 		$535K Buy
9,316
+476
+5% +$26.5K 0.06% 149
2020
Q2 		$452K Buy
8,840
+497
+6% +$25.5K 0.06% 145
2020
Q1 		$418K Sell
8,343
-6,669
-44% -$361K 0.07% 121
2019
Q4 		$827K Buy
15,012
+2,890
+24% +$155K 0.12% 76
2019
Q3 		$671K Sell
12,122
-493
-4% -$27K 0.11% 77
2019
Q2 		$680K Buy
+12,615
New +$655K 0.16% 51

Other funds holding MDLZ

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises's MDLZ Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Mondelez International (MDLZ) stake by 33% in Q3 2026, buying an estimated $92.3K and bringing the position to 6,073 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #570.

Avidian Wealth Enterprises first reported a position in MDLZ in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.22M in Q4 2021. 89 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • Avidian Wealth Enterprises held 6,073 shares of Mondelez International worth $351K as of Q3 2026.
  • Avidian Wealth Enterprises bought 1,500 Mondelez International shares in Q3 2026, an estimated $92.3K.
  • Mondelez International made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #570 holding.
  • Avidian Wealth Enterprises first reported a position in Mondelez International in Q2 2019 and has held it in 28 quarters since.
  • Avidian Wealth Enterprises's Mondelez International position peaked at $1.22M in Q4 2021.
  • 89 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.