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B. Riley Wealth Advisors’s Mondelez International MDLZ Stock Holding History

B. Riley Wealth Advisors’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 		$228K Sell
3,798
-614
-14% -$37K 0.01% 720
2026
Q1 		$257K Sell
4,412
-2,217
-33% -$128K 0.02% 628
2025
Q4 		$357K Buy
6,629
+406
+7% +$23.4K 0.02% 641
2025
Q3 		$389K Sell
6,223
-3,352
-35% -$216K 0.02% 621
2025
Q2 		$646K Buy
+9,575
New +$639K 0.03% 450
2024
Q4 		$1.62M Sell
26,959
-3,537
-12% -$234K 0.05% 323
2024
Q3 		$2.24M Sell
30,496
-4,670
-13% -$328K 0.06% 295
2024
Q2 		$2.32M Sell
35,166
-9,494
-21% -$651K 0.06% 308
2024
Q1 		$3.12M Buy
44,660
+8,930
+25% +$652K 0.08% 234
2023
Q4 		$2.6M Sell
35,730
-8,930
-20% -$612K 0.07% 289
2023
Q3 		$3.12M Sell
44,660
-128
-0.3% -$9.22K 0.08% 234
2023
Q2 		$3.28M Sell
44,788
-3,989
-8% -$295K 0.07% 249
2023
Q1 		$3.42M Sell
48,777
-15,687
-24% -$1.04M 0.09% 221
2022
Q4 		$4.32M Buy
64,464
+22,301
+53% +$1.41M 0.12% 188
2022
Q3 		$2.31M Buy
42,163
+8,347
+25% +$518K 0.07% 279
2022
Q2 		$2.1M Sell
33,816
-172
-0.5% -$10.9K 0.09% 237
2022
Q1 		$2.13M Sell
33,988
-14,209
-29% -$925K 0.07% 287
2021
Q4 		$3.2M Buy
48,197
+615
+1% +$38K 0.09% 242
2021
Q3 		$2.78M Buy
47,582
+1,832
+4% +$114K 0.09% 260
2021
Q2 		$2.84M Buy
45,750
+10,763
+31% +$663K 0.09% 257
2021
Q1 		$2.05M Buy
34,987
+12,197
+54% +$689K 0.07% 300
2020
Q4 		$1.33M Sell
22,790
-14,920
-40% -$853K 0.07% 265
2020
Q3 		$2.14M Buy
37,710
+1,689
+5% +$94K 0.11% 187
2020
Q2 		$1.84M Sell
36,021
-805
-2% -$41.4K 0.12% 180
2020
Q1 		$1.84M Buy
36,826
+8,721
+31% +$472K 0.16% 143
2019
Q4 		$1.55M Buy
28,105
+1,502
+6% +$80.3K 0.13% 177
2019
Q3 		$1.47M Buy
26,603
+1,338
+5% +$73.2K 0.15% 159
2019
Q2 		$1.36M Buy
25,265
+3,807
+18% +$198K 0.15% 145
2019
Q1 		$1.07M Buy
21,458
+1,844
+9% +$84.6K 0.13% 172
2018
Q4 		$787K Buy
19,614
+1,711
+10% +$72.9K 0.11% 194
2018
Q3 		$771K Buy
17,903
+11,185
+166% +$477K 0.09% 235
2018
Q2 		$277K Buy
6,718
+574
+9% +$23.1K 0.04% 499
2018
Q1 		$259K Buy
6,144
+721
+13% +$31.3K 0.04% 498
2017
Q4 		$233K Buy
+5,423
New +$228K 0.03% 533
2017
Q3 		– Sell
-4,708
Closed -$205K – 571
2017
Q2 		$205K Sell
4,708
-356
-7% -$16.1K 0.04% 472
2017
Q1 		$220K Sell
5,064
-2,509
-33% -$111K 0.04% 439
2016
Q4 		$337K Sell
7,573
-2,498
-25% -$108K 0.07% 318
2016
Q3 		$443K Buy
10,071
+506
+5% +$22.2K 0.09% 295
2016
Q2 		$436K Buy
9,565
+99
+1% +$4.31K 0.09% 283
2016
Q1 		$380K Sell
9,466
-773
-8% -$31.5K 0.09% 289
2015
Q4 		$460K Sell
10,239
-2,773
-21% -$124K 0.09% 268
2015
Q3 		$545K Buy
13,012
+4,642
+55% +$200K 0.13% 216
2015
Q2 		$345K Sell
8,370
-4,568
-35% -$179K 0.09% 297
2015
Q1 		$467K Sell
12,938
-7,074
-35% -$256K 0.11% 237
2014
Q4 		$3.77K Buy
20,012
+11,631
+139% +$423K 0.08% 306
2014
Q3 		$287K Sell
8,381
-11,899
-59% -$434K 0.07% 375
2014
Q2 		$384K Buy
20,280
+9,052
+81% +$331K 0.09% 247
2014
Q1 		$388K Sell
11,228
-1,110
-9% -$37.9K 0.12% 201
2013
Q4 		$436K Sell
12,338
-333
-3% -$11.1K 0.14% 169
2013
Q3 		$398K Sell
12,671
-2,104
-14% -$65.3K 0.14% 173
2013
Q2 		$422K Buy
+14,775
New +$450K 0.14% 172

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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

B. Riley Wealth Advisors's MDLZ Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Mondelez International (MDLZ) stake by 14% in Q2 2026, selling an estimated $37K and leaving 3,798 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #720.

B. Riley Wealth Advisors first reported a position in MDLZ in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.32M in Q4 2022. 609 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • B. Riley Wealth Advisors held 3,798 shares of Mondelez International worth $228K as of Q2 2026.
  • B. Riley Wealth Advisors sold 614 Mondelez International shares in Q2 2026, an estimated $37K.
  • Mondelez International made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #720 holding.
  • B. Riley Wealth Advisors first reported a position in Mondelez International in Q2 2013 and has held it in 51 quarters since.
  • B. Riley Wealth Advisors's Mondelez International position peaked at $4.32M in Q4 2022.
  • 609 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.