AWM
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Axxcess Wealth Management’s Mondelez International MDLZ Stock Holding History

Axxcess 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 		$2.51M Buy
+43,332
New +$2.61M 0.04% 355
2026
Q1 		– Sell
-42,896
Closed -$2.31M – 751
2025
Q4 		$2.31M Buy
42,896
+1,045
+2% +$60.2K 0.04% 349
2025
Q3 		$2.61M Sell
41,851
-7,665
-15% -$494K 0.06% 263
2025
Q2 		$3.34M Buy
49,516
+1,148
+2% +$76.6K 0.08% 199
2025
Q1 		$3.28M Buy
48,368
+5,551
+13% +$342K 0.09% 184
2024
Q4 		$2.56M Sell
42,817
-6,979
-14% -$462K 0.06% 232
2024
Q3 		$3.67M Sell
49,796
-19,797
-28% -$1.39M 0.09% 173
2024
Q2 		$4.55M Buy
69,593
+5,906
+9% +$405K 0.12% 142
2024
Q1 		$4.46M Buy
63,687
+1,244
+2% +$90.8K 0.12% 140
2023
Q4 		$4.52M Buy
62,443
+18,235
+41% +$1.25M 0.13% 136
2023
Q3 		$3.07M Buy
44,208
+23,737
+116% +$1.71M 0.1% 152
2023
Q2 		$1.49M Sell
20,471
-275
-1% -$20.3K 0.11% 174
2023
Q1 		$1.45M Buy
20,746
+787
+4% +$52.1K 0.11% 175
2022
Q4 		$1.33M Buy
19,959
+3,732
+23% +$236K 0.11% 178
2022
Q3 		$890K Sell
16,227
-1,190
-7% -$73.9K 0.08% 206
2022
Q2 		$1.08M Buy
17,417
+4,037
+30% +$255K 0.1% 179
2022
Q1 		$840K Buy
13,380
+3,918
+41% +$255K 0.07% 247
2021
Q4 		$627K Buy
+9,462
New +$584K 0.05% 310

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 $3.38T AUM 44.17% 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

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

Axxcess Wealth Management opened a new position in Mondelez International (MDLZ) in Q2 2026: 43,332 shares worth $2.51M. The stake represents 0.04% of the portfolio and ranks #355 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in MDLZ as recently as Q4 2025.

Axxcess Wealth Management first reported a position in MDLZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.55M in Q2 2024. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Axxcess Wealth Management held 43,332 shares of Mondelez International worth $2.51M as of Q2 2026.
  • Mondelez International was a new Axxcess Wealth Management position in Q2 2026.
  • Mondelez International made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #355 holding.
  • Axxcess Wealth Management first reported a position in Mondelez International in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Mondelez International position peaked at $4.55M in Q2 2024.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.