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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
Q3 		$82.1K Sell
1,420
-290
-17% -$17.8K 0.02% 242
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners's MDLZ Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Mondelez International (MDLZ) stake by 17% in Q3 2026, selling an estimated $17.8K and leaving 1,420 shares worth $82.1K. The position accounts for 0.02% of the portfolio, ranked #242.

Elevation Wealth Partners first reported a position in MDLZ in Q1 2023 and has held it in 15 quarters since. The position peaked at $172K in Q4 2023. 89 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • Elevation Wealth Partners held 1,420 shares of Mondelez International worth $82.1K as of Q3 2026.
  • Elevation Wealth Partners sold 290 Mondelez International shares in Q3 2026, an estimated $17.8K.
  • Mondelez International made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #242 holding.
  • Elevation Wealth Partners first reported a position in Mondelez International in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Mondelez International position peaked at $172K in Q4 2023.
  • 89 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.