Broadway Wealth Solutions
MDLZ icon

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
Q3 		$358K Buy
6,195
+52
+0.8% +$3.2K 0.16% 54
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Broadway Wealth Solutions's MDLZ Position: Q3 2026 in Review

Broadway Wealth Solutions increased its Mondelez International (MDLZ) stake by 0.85% in Q3 2026, buying an estimated $3.2K and bringing the position to 6,195 shares worth $358K. The position accounts for 0.16% of the portfolio, ranked #54.

Broadway Wealth Solutions first reported a position in MDLZ in Q4 2024 and has held it in 8 quarters since. 1,083 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • Broadway Wealth Solutions held 6,195 shares of Mondelez International worth $358K as of Q3 2026.
  • Broadway Wealth Solutions bought 52 Mondelez International shares in Q3 2026, an estimated $3.2K.
  • Mondelez International made up 0.16% of Broadway Wealth Solutions's portfolio in Q3 2026, its #54 holding.
  • Broadway Wealth Solutions first reported a position in Mondelez International in Q4 2024 and has held it in 8 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.