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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Mondelez International MDLZ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$662K Buy
11,452
+9
+0.1% +$542 0.18% 87
2026
Q1 		$660K Sell
11,443
-92
-0.8% -$5.33K 0.2% 81
2025
Q4 		$621K Buy
11,535
+1,118
+11% +$64.4K 0.18% 81
2025
Q3 		$651K Buy
10,417
+818
+9% +$52.8K 0.21% 77
2025
Q2 		$647K Sell
9,599
-740
-7% -$49.4K 0.22% 74
2025
Q1 		$702K Buy
10,339
+740
+8% +$45.6K 0.26% 66
2024
Q4 		$573K Buy
9,599
+9,037
+1,608% +$598K 0.23% 72
2024
Q3 		$41.4K Buy
+562
New +$39.5K 0.02% 238

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MDLZ Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Mondelez International (MDLZ) stake by 0.08% in Q2 2026, buying an estimated $542 and bringing the position to 11,452 shares worth $662K. The position accounts for 0.18% of the portfolio, ranked #87.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MDLZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $702K in Q1 2025. 1,157 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 11,452 shares of Mondelez International worth $662K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 9 Mondelez International shares in Q2 2026, an estimated $542.
  • Mondelez International made up 0.18% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #87 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Mondelez International in Q3 2024 and has held it in 8 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Mondelez International position peaked at $702K in Q1 2025.
  • 1,157 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.