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Capital Advisors Inc’s Mondelez International MDLZ Stock Holding History

Capital Advisors Inc’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 		$226K Buy
3,909
+56
+1% +$3.37K ﹤0.01% 337
2026
Q1 		$222K Buy
+3,853
New +$223K ﹤0.01% 330
2023
Q3 		– Sell
-2,789
Closed -$203K – 273
2023
Q2 		$203K Buy
+2,789
New +$206K 0.01% 263

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Capital Advisors Inc's MDLZ Position: Q2 2026 in Review

Capital Advisors Inc increased its Mondelez International (MDLZ) stake by 1.5% in Q2 2026, buying an estimated $3.37K and bringing the position to 3,909 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Capital Advisors Inc first reported a position in MDLZ in Q2 2023 and has held it in 3 quarters since. 649 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Capital Advisors Inc held 3,909 shares of Mondelez International worth $226K as of Q2 2026.
  • Capital Advisors Inc bought 56 Mondelez International shares in Q2 2026, an estimated $3.37K.
  • Mondelez International made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #337 holding.
  • Capital Advisors Inc first reported a position in Mondelez International in Q2 2023 and has held it in 3 quarters since.
  • 649 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.