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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
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

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

LVW Advisors's MDLZ Position: Q2 2026 in Review

LVW Advisors opened a new position in Mondelez International (MDLZ) in Q2 2026: 3,828 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #422 among its holdings. This is a return to the name: LVW Advisors previously reported a position in MDLZ as recently as Q4 2025.

LVW Advisors first reported a position in MDLZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $293K in Q4 2025. 775 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • LVW Advisors held 3,828 shares of Mondelez International worth $221K as of Q2 2026.
  • Mondelez International was a new LVW Advisors position in Q2 2026.
  • Mondelez International made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #422 holding.
  • LVW Advisors first reported a position in Mondelez International in Q2 2025 and has held it in 4 quarters since.
  • LVW Advisors's Mondelez International position peaked at $293K in Q4 2025.
  • 775 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.