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Elevation Wealth Partners’s Mondelez International MDLZ Stock Holding History

Elevation Wealth Partners’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 		$98.9K Buy
1,710
+32
+2% +$1.93K 0.03% 193
2026
Q1 		$96.7K Buy
1,678
+70
+4% +$4.05K 0.03% 172
2025
Q4 		$86.6K Sell
1,608
-609
-27% -$35.1K 0.03% 179
2025
Q3 		$138K Sell
2,217
-226
-9% -$14.6K 0.05% 144
2025
Q2 		$165K Buy
2,443
+2
+0.1% +$133 0.07% 125
2025
Q1 		$166K Buy
2,441
+2
+0.1% +$123 0.07% 123
2024
Q4 		$146K Buy
2,439
+151
+7% +$9.99K 0.06% 134
2024
Q3 		$169K Sell
2,288
-153
-6% -$10.8K 0.07% 128
2024
Q2 		$160K Buy
2,441
+2
+0.1% +$137 0.08% 126
2024
Q1 		$171K Sell
2,439
-38
-2% -$2.77K 0.09% 119
2023
Q4 		$172K Buy
2,477
+940
+61% +$64.4K 0.1% 115
2023
Q3 		$107K Hold
1,537
– – 0.09% 88
2023
Q2 		$112K Sell
1,537
-596
-28% -$44K 0.09% 89
2023
Q1 		$149K Buy
+2,133
New +$141K 0.14% 74

Other funds holding MDLZ

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Elevation Wealth Partners's MDLZ Position: Q2 2026 in Review

Elevation Wealth Partners increased its Mondelez International (MDLZ) stake by 1.9% in Q2 2026, buying an estimated $1.93K and bringing the position to 1,710 shares worth $98.9K. The position accounts for 0.03% of the portfolio, ranked #193.

Elevation Wealth Partners first reported a position in MDLZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $172K in Q4 2023. 718 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Elevation Wealth Partners held 1,710 shares of Mondelez International worth $98.9K as of Q2 2026.
  • Elevation Wealth Partners bought 32 Mondelez International shares in Q2 2026, an estimated $1.93K.
  • Mondelez International made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #193 holding.
  • Elevation Wealth Partners first reported a position in Mondelez International in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's Mondelez International position peaked at $172K in Q4 2023.
  • 718 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.