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HHM Wealth Advisors’s Mondelez International MDLZ Stock Holding History

HHM 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 		$54.4K Sell
940
-156
-14% -$9.4K 0.01% 376
2026
Q1 		$63.2K Buy
1,096
+418
+62% +$24.2K 0.01% 336
2025
Q4 		$36.5K Sell
678
-259
-28% -$14.9K ﹤0.01% 410
2025
Q3 		$58.5K Hold
937
– – 0.01% 353
2025
Q2 		$63.2K Sell
937
-53
-5% -$3.54K 0.01% 338
2025
Q1 		$67.2K Hold
990
– – 0.01% 313
2024
Q4 		$59.1K Buy
990
+201
+25% +$13.3K 0.01% 327
2024
Q3 		$58.2K Sell
789
-848
-52% -$59.6K 0.01% 315
2024
Q2 		$107K Buy
1,637
+1,237
+309% +$84.9K 0.02% 237
2024
Q1 		$28K Hold
400
– – ﹤0.01% 372
2023
Q4 		$29K Buy
+400
New +$27.4K 0.01% 362
2022
Q3 		– Sell
-1,155
Closed -$72K – 751
2022
Q2 		$72K Hold
1,155
– – 0.02% 231
2022
Q1 		$73K Sell
1,155
-9
-0.8% -$586 0.02% 251
2021
Q4 		$77K Buy
1,164
+400
+52% +$24.7K 0.02% 252
2021
Q3 		$44K Hold
764
– – 0.01% 313
2021
Q2 		$48K Sell
764
-282
-27% -$17.4K 0.01% 305
2021
Q1 		$61K Hold
1,046
– – 0.02% 252
2020
Q4 		$61K Hold
1,046
– – 0.02% 233
2020
Q3 		$60K Sell
1,046
-3
-0.3% -$167 0.02% 204
2020
Q2 		$54K Buy
+1,049
New +$53.9K 0.02% 216

Other funds holding MDLZ

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
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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

HHM Wealth Advisors reduced its Mondelez International (MDLZ) stake by 14% in Q2 2026, selling an estimated $9.4K and leaving 940 shares worth $54.4K. The position accounts for 0.01% of the portfolio, ranked #376.

HHM Wealth Advisors first reported a position in MDLZ in Q2 2020 and has held it in 20 quarters since. The position peaked at $107K in Q2 2024. 605 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • HHM Wealth Advisors held 940 shares of Mondelez International worth $54.4K as of Q2 2026.
  • HHM Wealth Advisors sold 156 Mondelez International shares in Q2 2026, an estimated $9.4K.
  • Mondelez International made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #376 holding.
  • HHM Wealth Advisors first reported a position in Mondelez International in Q2 2020 and has held it in 20 quarters since.
  • HHM Wealth Advisors's Mondelez International position peaked at $107K in Q2 2024.
  • 605 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

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