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Capital Performance Advisors’s Mondelez International MDLZ Stock Holding History

Capital Performance 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 		$267K Buy
4,619
+1,009
+28% +$60.8K 0.02% 246
2026
Q1 		$208K Buy
+3,610
New +$209K 0.01% 444
2024
Q4 		– Sell
-273
Closed -$20.1K – 1638
2024
Q3 		$20.1K Buy
+273
New +$19.2K 0.01% 602

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

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

Capital Performance Advisors increased its Mondelez International (MDLZ) stake by 28% in Q2 2026, buying an estimated $60.8K and bringing the position to 4,619 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #246.

Capital Performance Advisors first reported a position in MDLZ in Q3 2024 and has held it in 3 quarters since. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Capital Performance Advisors held 4,619 shares of Mondelez International worth $267K as of Q2 2026.
  • Capital Performance Advisors bought 1,009 Mondelez International shares in Q2 2026, an estimated $60.8K.
  • Mondelez International made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #246 holding.
  • Capital Performance Advisors first reported a position in Mondelez International in Q3 2024 and has held it in 3 quarters since.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.