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CLA (CliftonLarsonAllen) Wealth Advisors’s Mondelez International MDLZ Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$1.02M Buy
17,691
+7,364
+71% +$444K 0.01% 194
2026
Q1 		$595K Sell
10,327
-941
-8% -$54.5K 0.01% 199
2025
Q4 		$607K Buy
11,268
+1,070
+10% +$61.6K 0.01% 184
2025
Q3 		$637K Buy
+10,198
New +$658K 0.01% 175
2025
Q2 		– Sell
-10,862
Closed -$737K – 207
2025
Q1 		$737K Buy
+10,862
New +$669K 0.01% 164
2022
Q4 		– Sell
-10,591
Closed -$581K – 187
2022
Q3 		$581K Buy
10,591
+320
+3% +$19.9K 0.07% 76
2022
Q2 		$638K Hold
10,271
– – 0.03% 154
2022
Q1 		$645K Sell
10,271
-87
-0.8% -$5.66K 0.02% 164
2021
Q4 		$687K Buy
10,358
+315
+3% +$19.4K 0.03% 147
2021
Q3 		$584K Sell
10,043
-22
-0.2% -$1.37K 0.02% 205
2021
Q2 		$628K Sell
10,065
-368
-4% -$22.7K 0.03% 202
2021
Q1 		$611K Sell
10,433
-791
-7% -$44.7K 0.03% 144
2020
Q4 		$656K Buy
+11,224
New +$641K 0.03% 136
2020
Q3 		– Sell
-10,999
Closed -$562K – 158
2020
Q2 		$562K Buy
+10,999
New +$565K 0.03% 136
2019
Q4 		$585K Sell
10,629
-1,794
-14% -$96K 0.05% 131
2019
Q3 		$687K Buy
+12,423
New +$680K 0.06% 114
2015
Q3 		– Sell
-7,049
Closed -$290K – 141
2015
Q2 		$290K Buy
+7,049
New +$276K 0.06% 130

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's MDLZ Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Mondelez International (MDLZ) stake by 71% in Q2 2026, buying an estimated $444K and bringing the position to 17,691 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #194.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in MDLZ in Q2 2015 and has held it in 17 quarters since. 1,157 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 17,691 shares of Mondelez International worth $1.02M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 7,364 Mondelez International shares in Q2 2026, an estimated $444K.
  • Mondelez International made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #194 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Mondelez International in Q2 2015 and has held it in 17 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.