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J.W. Cole Advisors’s Mondelez International MDLZ Stock Holding History

J.W. Cole 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 		$4.28M Buy
+73,913
New +$4.45M 0.07% 275
2026
Q1 		– Sell
-75,336
Closed -$3.98M – 1197
2025
Q4 		$3.98M Buy
75,336
+636
+0.9% +$36.6K 0.1% 210
2025
Q3 		$4.67M Buy
74,700
+3,463
+5% +$223K 0.09% 224
2025
Q2 		$4.8M Buy
71,237
+5,135
+8% +$343K 0.1% 197
2025
Q1 		$4.49M Buy
66,102
+56,621
+597% +$3.49M 0.14% 159
2024
Q4 		$566K Buy
9,481
+576
+6% +$38.1K 0.02% 571
2024
Q3 		$656K Sell
8,905
-1,085
-11% -$76.3K 0.03% 509
2024
Q2 		$654K Buy
9,990
+53
+0.5% +$3.64K 0.03% 444
2024
Q1 		$696K Buy
9,937
+800
+9% +$58.4K 0.04% 437
2023
Q4 		$662K Buy
9,137
+443
+5% +$30.4K 0.04% 399
2023
Q3 		$603K Buy
8,694
+468
+6% +$33.7K 0.04% 370
2023
Q2 		$600K Sell
8,226
-512
-6% -$37.8K 0.04% 380
2023
Q1 		$609K Buy
8,738
+435
+5% +$28.8K 0.04% 399
2022
Q4 		$553K Sell
8,303
-788
-9% -$49.8K 0.04% 395
2022
Q3 		$498K Buy
9,091
+379
+4% +$23.5K 0.04% 398
2022
Q2 		$541K Sell
8,712
-1,661
-16% -$105K 0.04% 389
2022
Q1 		$651K Sell
10,373
-46
-0.4% -$2.99K 0.04% 383
2021
Q4 		$691K Sell
10,419
-302
-3% -$18.6K 0.05% 373
2021
Q3 		$624K Buy
10,721
+522
+5% +$32.5K 0.04% 222
2021
Q2 		$637K Sell
10,199
-22
-0.2% -$1.35K 0.05% 362
2021
Q1 		$598K Buy
10,221
+145
+1% +$8.19K 0.06% 339
2020
Q4 		$589K Sell
10,076
-48,830
-83% -$2.79M 0.06% 304
2020
Q3 		$3.38M Buy
+58,906
New +$3.28M 0.26% 93
2020
Q1 		– Sell
-8,945
Closed -$493K – 346
2019
Q4 		$493K Buy
+8,945
New +$479K 0.06% 306

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
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

J.W. Cole Advisors's MDLZ Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Mondelez International (MDLZ) in Q2 2026: 73,913 shares worth $4.28M. The stake represents 0.07% of the portfolio and ranks #275 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in MDLZ as recently as Q4 2025.

J.W. Cole Advisors first reported a position in MDLZ in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.8M in Q2 2025. 555 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • J.W. Cole Advisors held 73,913 shares of Mondelez International worth $4.28M as of Q2 2026.
  • Mondelez International was a new J.W. Cole Advisors position in Q2 2026.
  • Mondelez International made up 0.07% of J.W. Cole Advisors's portfolio in Q2 2026, its #275 holding.
  • J.W. Cole Advisors first reported a position in Mondelez International in Q4 2019 and has held it in 24 quarters since.
  • J.W. Cole Advisors's Mondelez International position peaked at $4.8M in Q2 2025.
  • 555 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.