LVW Advisors
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LVW Advisors’s Mondelez International MDLZ Stock Holding History

LVW 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
Q3 		$218K Sell
3,768
-60
-2% -$3.69K 0.02% 429
2026
Q2 		$221K Buy
+3,828
New +$231K 0.02% 422
2026
Q1 		– Sell
-5,436
Closed -$293K – 450
2025
Q4 		$293K Buy
5,436
+843
+18% +$48.5K 0.03% 279
2025
Q3 		$287K Buy
4,593
+838
+22% +$54K 0.03% 283
2025
Q2 		$253K Buy
+3,755
New +$251K 0.03% 287

Other funds holding MDLZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

LVW Advisors's MDLZ Position: Q3 2026 in Review

LVW Advisors reduced its Mondelez International (MDLZ) stake by 1.6% in Q3 2026, selling an estimated $3.69K and leaving 3,768 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #429.

LVW Advisors first reported a position in MDLZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $293K in Q4 2025. 1,117 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • LVW Advisors held 3,768 shares of Mondelez International worth $218K as of Q3 2026.
  • LVW Advisors sold 60 Mondelez International shares in Q3 2026, an estimated $3.69K.
  • Mondelez International made up 0.02% of LVW Advisors's portfolio in Q3 2026, its #429 holding.
  • LVW Advisors first reported a position in Mondelez International in Q2 2025 and has held it in 5 quarters since.
  • LVW Advisors's Mondelez International position peaked at $293K in Q4 2025.
  • 1,117 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.