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Broadway Wealth Solutions’s Mondelez International MDLZ Stock Holding History

Broadway Wealth Solutions’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 		$355K Buy
6,143
+24
+0.4% +$1.45K 0.17% 53
2026
Q1 		$353K Buy
6,119
+855
+16% +$49.5K 0.18% 52
2025
Q4 		$283K Buy
5,264
+428
+9% +$24.6K 0.15% 71
2025
Q3 		$302K Buy
4,836
+290
+6% +$18.7K 0.17% 65
2025
Q2 		$307K Sell
4,546
-295
-6% -$19.7K 0.19% 60
2025
Q1 		$328K Sell
4,841
-55
-1% -$3.39K 0.24% 41
2024
Q4 		$292K Buy
+4,896
New +$324K 0.22% 63

Other funds holding MDLZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Broadway Wealth Solutions's MDLZ Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Mondelez International (MDLZ) stake by 0.39% in Q2 2026, buying an estimated $1.45K and bringing the position to 6,143 shares worth $355K. The position accounts for 0.17% of the portfolio, ranked #53.

Broadway Wealth Solutions first reported a position in MDLZ in Q4 2024 and has held it in 7 quarters since. 555 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Broadway Wealth Solutions held 6,143 shares of Mondelez International worth $355K as of Q2 2026.
  • Broadway Wealth Solutions bought 24 Mondelez International shares in Q2 2026, an estimated $1.45K.
  • Mondelez International made up 0.17% of Broadway Wealth Solutions's portfolio in Q2 2026, its #53 holding.
  • Broadway Wealth Solutions first reported a position in Mondelez International in Q4 2024 and has held it in 7 quarters since.
  • 555 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.