Catherine Avery Investment Management’s Mondelez International MDLZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.94K Buy
172
+2
+1% +$121 ﹤0.01% 119
2026
Q1
$9.82K Buy
170
+1
+0.6% +$58 ﹤0.01% 86
2025
Q4
$9.09K Buy
169
+2
+1% +$115 0.01% 99
2025
Q3
$10.5K Buy
167
+1
+0.6% +$64 0.01% 97
2025
Q2
$11.2K Buy
166
+1
+0.6% +$67 0.01% 97
2025
Q1
$11.2K Buy
165
+1
+0.6% +$62 0.01% 93
2024
Q4
$9.78K Buy
+164
New +$10.8K 0.01% 95

Other funds holding MDLZ

Catherine Avery Investment Management's MDLZ Position: Q2 2026 in Review

Catherine Avery Investment Management increased its Mondelez International (MDLZ) stake by 1.2% in Q2 2026, buying an estimated $121 and bringing the position to 172 shares worth $9.94K. The position accounts for ﹤0.01% of the portfolio, ranked #119.

Catherine Avery Investment Management first reported a position in MDLZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.2K in Q2 2025. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Catherine Avery Investment Management held 172 shares of Mondelez International worth $9.94K as of Q2 2026.
  • Catherine Avery Investment Management bought 2 Mondelez International shares in Q2 2026, an estimated $121.
  • Mondelez International made up ﹤0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #119 holding.
  • Catherine Avery Investment Management first reported a position in Mondelez International in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Mondelez International position peaked at $11.2K in Q2 2025.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.