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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
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

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 $3.37T AUM 44.26% 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

Avidian Wealth Enterprises's MDLZ Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Mondelez International (MDLZ) stake by 30% in Q2 2026, buying an estimated $63.6K and bringing the position to 4,573 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #631.

Avidian Wealth Enterprises first reported a position in MDLZ in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.22M in Q4 2021. 1,895 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Avidian Wealth Enterprises held 4,573 shares of Mondelez International worth $265K as of Q2 2026.
  • Avidian Wealth Enterprises bought 1,055 Mondelez International shares in Q2 2026, an estimated $63.6K.
  • Mondelez International made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #631 holding.
  • Avidian Wealth Enterprises first reported a position in Mondelez International in Q2 2019 and has held it in 27 quarters since.
  • Avidian Wealth Enterprises's Mondelez International position peaked at $1.22M in Q4 2021.
  • 1,895 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.