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Medallion Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Medallion 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 		$44.1K Sell
710
-444
-38% -$26.8K 0.01% 490
2026
Q1 		$66.5K Hold
1,154
– – 0.02% 420
2025
Q4 		$62.1K Buy
1,154
+346
+43% +$19.9K 0.02% 438
2025
Q3 		$50.5K Sell
808
-78
-9% -$5.03K 0.02% 468
2025
Q2 		$60.3K Buy
886
+275
+45% +$18.3K 0.02% 431
2025
Q1 		$41.4K Hold
611
– – 0.02% 455
2024
Q4 		$40.6K Buy
+611
New +$40.4K 0.02% 446

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its Mondelez International (MDLZ) stake by 38% in Q2 2026, selling an estimated $26.8K and leaving 710 shares worth $44.1K. The position accounts for 0.01% of the portfolio, ranked #490.

Medallion Wealth Advisors first reported a position in MDLZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $66.5K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Medallion Wealth Advisors held 710 shares of Mondelez International worth $44.1K as of Q2 2026.
  • Medallion Wealth Advisors sold 444 Mondelez International shares in Q2 2026, an estimated $26.8K.
  • Mondelez International made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #490 holding.
  • Medallion Wealth Advisors first reported a position in Mondelez International in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Mondelez International position peaked at $66.5K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.