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Kingswood Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Kingswood 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 		$233K Sell
4,034
-151
-4% -$9.1K 0.01% 894
2026
Q1 		$241K Sell
4,185
-463
-10% -$26.8K 0.01% 806
2025
Q4 		$250K Buy
4,648
+69
+2% +$3.97K 0.01% 745
2025
Q3 		$286K Sell
4,579
-1,461
-24% -$94.2K 0.02% 649
2025
Q2 		$407K Sell
6,040
-393
-6% -$26.2K 0.03% 478
2025
Q1 		$436K Sell
6,433
-322
-5% -$19.8K 0.04% 431
2024
Q4 		$404K Sell
6,755
-13,555
-67% -$896K 0.03% 510
2024
Q3 		$1.5M Buy
20,310
+1,150
+6% +$80.8K 0.11% 220
2024
Q2 		$1.25M Buy
19,160
+1,368
+8% +$93.9K 0.11% 192
2024
Q1 		$1.25M Sell
17,792
-273
-2% -$19.9K 0.14% 163
2023
Q4 		$1.31M Buy
+18,065
New +$1.24M 0.15% 157

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its Mondelez International (MDLZ) stake by 3.6% in Q2 2026, selling an estimated $9.1K and leaving 4,034 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #894.

Kingswood Wealth Advisors first reported a position in MDLZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.5M in Q3 2024. 648 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Kingswood Wealth Advisors held 4,034 shares of Mondelez International worth $233K as of Q2 2026.
  • Kingswood Wealth Advisors sold 151 Mondelez International shares in Q2 2026, an estimated $9.1K.
  • Mondelez International made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #894 holding.
  • Kingswood Wealth Advisors first reported a position in Mondelez International in Q4 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's Mondelez International position peaked at $1.5M in Q3 2024.
  • 648 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.