Icon Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Icon 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	$2.4M	Sell	41,535 -132	-0.3%	-$7.95K	0.14%	102
2026 Q1	$2.54M	Sell	41,667 -12,602	-23%	-$730K	0.17%	90
2025 Q4	$2.92M	Sell	54,269 -15,323	-22%	-$882K	0.19%	81
2025 Q3	$4.35M	Buy	69,592 +980	+1%	+$63.2K	0.29%	61
2025 Q2	$4.63M	Buy	68,612 +3,260	+5%	+$218K	0.33%	63
2025 Q1	$4.43M	Buy	65,352 +7,374	+13%	+$454K	0.36%	59
2024 Q4	$3.46M	Sell	57,978 -1,154	-2%	-$76.3K	0.28%	65
2024 Q3	$4.36M	Buy	59,132 +7,466	+14%	+$525K	0.36%	58
2024 Q2	$3.53M	Sell	51,666 -1,921	-4%	-$132K	0.31%	61
2024 Q1	$3.75M	Sell	53,587 -4,970	-8%	-$363K	0.35%	59
2023 Q4	$4.24M	Buy	+58,557	New	+$4.01M	0.44%	47
2022 Q4	$6.47M	Buy	97,017 +492	+0.5%	+$31.1K	0.74%	26
2022 Q3	$5.29M	Buy	+96,525	New	+$6M	0.64%	36

Other funds holding MDLZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Icon Wealth Advisors reduced its Mondelez International (MDLZ) stake by 0.32% in Q2 2026, selling an estimated $7.95K and leaving 41,535 shares worth $2.4M. The position accounts for 0.14% of the portfolio, ranked #102.

Icon Wealth Advisors first reported a position in MDLZ in Q3 2022 and has held it in 13 quarters since. The position peaked at $6.47M in Q4 2022. 1,901 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Icon Wealth Advisors held 41,535 shares of Mondelez International worth $2.4M as of Q2 2026.
Icon Wealth Advisors sold 132 Mondelez International shares in Q2 2026, an estimated $7.95K.
Mondelez International made up 0.14% of Icon Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Icon Wealth Advisors first reported a position in Mondelez International in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's Mondelez International position peaked at $6.47M in Q4 2022.
1,901 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.