GWANC
MDLZ icon

Guardian Wealth Advisors (North Carolina)’s Mondelez International MDLZ Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$307K Buy
5,301
+105
+2% +$6.33K 0.02% 304
2026
Q1 		$299K Sell
5,196
-14
-0.3% -$811 0.02% 284
2025
Q4 		$280K Sell
5,210
-1,987
-28% -$114K 0.02% 302
2025
Q3 		$450K Sell
7,197
-961
-12% -$62K 0.03% 225
2025
Q2 		$550K Buy
8,158
+385
+5% +$25.7K 0.04% 189
2025
Q1 		$527K Buy
7,773
+1,754
+29% +$108K 0.04% 181
2024
Q4 		$360K Buy
6,019
+492
+9% +$32.5K 0.03% 229
2024
Q3 		$407K Sell
5,527
-278
-5% -$19.5K 0.04% 184
2024
Q2 		$380K Sell
5,805
-1,532
-21% -$105K 0.04% 180
2024
Q1 		$514K Buy
7,337
+69
+0.9% +$5.04K 0.06% 151
2023
Q4 		$526K Hold
7,268
– – 0.08% 130
2023
Q3 		$508K Sell
7,268
-121
-2% -$8.72K 0.09% 121
2023
Q2 		$542K Buy
7,389
+379
+5% +$28K 0.09% 113
2023
Q1 		$492K Buy
7,010
+2,623
+60% +$174K 0.09% 118
2022
Q4 		$294K Hold
4,387
– – 0.06% 155
2022
Q3 		$242K Buy
+4,387
New +$272K 0.05% 163

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s MDLZ Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Mondelez International (MDLZ) stake by 2% in Q2 2026, buying an estimated $6.33K and bringing the position to 5,301 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #304.

Guardian Wealth Advisors (North Carolina) first reported a position in MDLZ in Q3 2022 and has held it in 16 quarters since. The position peaked at $550K in Q2 2025. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 5,301 shares of Mondelez International worth $307K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 105 Mondelez International shares in Q2 2026, an estimated $6.33K.
  • Mondelez International made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #304 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Mondelez International in Q3 2022 and has held it in 16 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Mondelez International position peaked at $550K in Q2 2025.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.