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HCR Wealth Advisors’s Mondelez International MDLZ Stock Holding History

HCR 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 		$230K Buy
3,970
+25
+0.6% +$1.51K 0.02% 237
2026
Q1 		$227K Buy
3,945
+30
+0.8% +$1.74K 0.02% 223
2025
Q4 		$211K Buy
3,915
+2
+0.1% +$115 0.02% 237
2025
Q3 		$242K Buy
3,913
+2
+0.1% +$129 0.03% 211
2025
Q2 		$264K Sell
3,911
-11
-0.3% -$734 0.03% 198
2025
Q1 		$266K Buy
3,922
+3
+0.1% +$185 0.03% 194
2024
Q4 		$234K Buy
3,919
+129
+3% +$8.53K 0.03% 207
2024
Q3 		$279K Buy
3,790
+2
+0.1% +$141 0.04% 187
2024
Q2 		$248K Buy
3,788
+71
+2% +$4.87K 0.04% 193
2024
Q1 		$260K Sell
3,717
-85
-2% -$6.2K 0.04% 185
2023
Q4 		$275K Buy
3,802
+470
+14% +$32.2K 0.04% 162
2023
Q3 		$231K Sell
3,332
-277
-8% -$20K 0.05% 147
2023
Q2 		$263K Buy
3,609
+1
+0% +$74 0.05% 146
2023
Q1 		$253K Buy
3,608
+29
+0.8% +$1.92K 0.05% 149
2022
Q4 		$240K Buy
+3,579
New +$226K 0.05% 152
2022
Q3 		– Sell
-3,394
Closed -$212K – 174
2022
Q2 		$212K Hold
3,394
– – 0.04% 164
2022
Q1 		$213K Sell
3,394
-194
-5% -$12.6K 0.03% 178
2021
Q4 		$238K Buy
+3,588
New +$221K 0.04% 178
2021
Q3 		– Sell
-3,394
Closed -$212K – 201
2021
Q2 		$212K Buy
+3,394
New +$209K 0.04% 181
2021
Q1 		– Sell
-3,703
Closed -$217K – 235
2020
Q4 		$217K Buy
3,703
+43
+1% +$2.46K 0.05% 169
2020
Q3 		$210K Buy
+3,660
New +$204K 0.05% 155
2020
Q1 		– Sell
-3,660
Closed -$202K – 249
2019
Q4 		$202K Buy
+3,660
New +$196K 0.05% 148

Other funds holding MDLZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

HCR Wealth Advisors's MDLZ Position: Q2 2026 in Review

HCR Wealth Advisors increased its Mondelez International (MDLZ) stake by 0.63% in Q2 2026, buying an estimated $1.51K and bringing the position to 3,970 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #237.

HCR Wealth Advisors first reported a position in MDLZ in Q4 2019 and has held it in 22 quarters since. The position peaked at $279K in Q3 2024. 431 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • HCR Wealth Advisors held 3,970 shares of Mondelez International worth $230K as of Q2 2026.
  • HCR Wealth Advisors bought 25 Mondelez International shares in Q2 2026, an estimated $1.51K.
  • Mondelez International made up 0.02% of HCR Wealth Advisors's portfolio in Q2 2026, its #237 holding.
  • HCR Wealth Advisors first reported a position in Mondelez International in Q4 2019 and has held it in 22 quarters since.
  • HCR Wealth Advisors's Mondelez International position peaked at $279K in Q3 2024.
  • 431 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.