AWM
MDLZ icon

Avior Wealth Management’s Mondelez International MDLZ Stock Holding History

Avior Wealth 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 		– Sell
-4,651
Closed -$227K – 857
2026
Q1 		$227K Sell
4,651
-311
-6% -$18K 0.01% 762
2025
Q4 		$235K Buy
4,962
+676
+16% +$38.9K 0.01% 682
2025
Q3 		$215K Buy
4,286
+92
+2% +$5.93K 0.01% 683
2025
Q2 		$218K Buy
4,194
+53
+1% +$3.54K 0.01% 650
2025
Q1 		$216K Sell
4,141
-354
-8% -$21.8K 0.01% 637
2024
Q4 		$223K Sell
4,495
-67
-1% -$4.43K 0.01% 675
2024
Q3 		$257K Sell
4,562
-280
-6% -$19.7K 0.01% 633
2024
Q2 		$257K Sell
4,842
-3,306
-41% -$227K 0.01% 608
2024
Q1 		$500K Buy
8,148
+3,125
+62% +$228K 0.02% 449
2023
Q4 		$287K Buy
5,023
+169
+3% +$11.6K 0.02% 457
2023
Q3 		$268K Sell
4,854
-107
-2% -$7.71K 0.02% 467
2023
Q2 		$284K Buy
4,961
+80
+2% +$5.91K 0.02% 453
2023
Q1 		$270K Buy
4,881
+1,387
+40% +$91.9K 0.02% 469
2022
Q4 		$170K Hold
3,494
– – 0.01% 490
2022
Q3 		$157K Buy
3,494
+1
+0% +$62 0.01% 479
2022
Q2 		$165K Hold
3,493
– – 0.02% 443
2022
Q1 		$166K Buy
3,493
+1
+0% +$65 0.01% 448
2021
Q4 		$169K Buy
3,492
+1,000
+40% +$61.7K 0.01% 447
2021
Q3 		$102K Buy
2,492
+1
+0% +$62 0.01% 486
2021
Q2 		$103K Hold
2,491
– – 0.01% 465
2021
Q1 		$102K Sell
2,491
-16,607
-87% -$937K 0.01% 467
2020
Q4 		$1.07M Sell
19,098
-5,885
-24% -$336K 0.13% 144
2020
Q3 		$1.39M Sell
24,983
-1,057
-4% -$58.8K 0.2% 110
2020
Q2 		$1.3M Sell
26,040
-489
-2% -$25.1K 0.2% 117
2020
Q1 		$1.3M Sell
26,529
-140
-0.5% -$7.58K 0.26% 102
2019
Q4 		$1.43M Buy
26,669
+1,601
+6% +$85.6K 0.23% 103
2019
Q3 		$1.35M Buy
25,068
+5,280
+27% +$289K 0.24% 99
2019
Q2 		$1.03M Buy
19,788
+438
+2% +$22.7K 0.19% 121
2019
Q1 		$943K Buy
19,350
+331
+2% +$15.2K 0.2% 112
2018
Q4 		$762K Sell
19,019
-2,593
-12% -$111K 0.18% 117
2018
Q3 		$923K Sell
21,612
-6,641
-24% -$283K 0.2% 108
2018
Q2 		$1.16M Buy
28,253
+839
+3% +$33.7K 0.26% 94
2018
Q1 		$1.14M Sell
27,414
-220
-0.8% -$9.56K 0.26% 94
2017
Q4 		$1.18M Sell
27,634
-425
-2% -$17.8K 0.26% 97
2017
Q3 		$1.15M Buy
28,059
+705
+3% +$29.9K 0.38% 88
2017
Q2 		$1.19M Buy
27,354
+47
+0.2% +$2.12K 0.48% 71
2017
Q1 		$1.18M Sell
27,307
-860
-3% -$38.1K 0.39% 86
2016
Q4 		$1.26M Buy
28,167
+455
+2% +$19.6K 0.47% 77
2016
Q3 		$1.22M Buy
27,712
+2,812
+11% +$123K 0.48% 76
2016
Q2 		$1.11M Buy
24,900
+550
+2% +$24K 0.47% 74
2016
Q1 		$977K Buy
24,350
+2,235
+10% +$91K 0.43% 85
2015
Q4 		$992K Buy
22,115
+1,100
+5% +$49.2K 0.54% 63
2015
Q3 		$878K Buy
21,015
+20,690
+6,366% +$892K 0.51% 65
2015
Q2 		$12K Hold
325
– – 0.01% 254
2015
Q1 		$12K Buy
+325
New +$11.7K 0.01% 241

Other funds holding MDLZ

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Avior Wealth Management's MDLZ Position: Q2 2026 in Review

Avior Wealth Management sold out of Mondelez International (MDLZ) in Q2 2026, closing a stake of 4,651 shares — an estimated $227K sold.

Avior Wealth Management first reported a position in MDLZ in Q1 2015 and held it in 45 quarters. The position peaked at $1.43M in Q4 2019. 616 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Avior Wealth Management reported no remaining Mondelez International position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 4,651 Mondelez International shares in Q2 2026, an estimated $227K.
  • Avior Wealth Management first reported a position in Mondelez International in Q1 2015 and held it in 45 quarters.
  • Avior Wealth Management's Mondelez International position peaked at $1.43M in Q4 2019.
  • 616 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.