N.E.W. Advisory Services’s Mondelez International MDLZ Stock Holding History

N.E.W. Advisory Services’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	$106K	Sell	1,824 -469	-20%	-$28.3K	0.01%	287
2026 Q1	$132K	Buy	2,293 +5	+0.2%	+$290	0.01%	255
2025 Q4	$123K	Buy	2,288 +5	+0.2%	+$288	0.01%	258
2025 Q3	$143K	Buy	2,283 +4	+0.2%	+$258	0.01%	216
2025 Q2	$154K	Sell	2,279 -488	-18%	-$32.6K	0.01%	206
2025 Q1	$188K	Buy	+2,767	New	+$171K	0.01%	212
2024 Q1	–	Sell	-2,796	Closed	-$203K	–	176
2023 Q4	$203K	Buy	+2,796	New	+$192K	0.02%	157
2023 Q3	–	Sell	-2,811	Closed	-$205K	–	153
2023 Q2	$205K	Buy	+2,811	New	+$208K	0.03%	130

Other funds holding MDLZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

N.E.W. Advisory Services's MDLZ Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Mondelez International (MDLZ) stake by 20% in Q2 2026, selling an estimated $28.3K and leaving 1,824 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #287.

N.E.W. Advisory Services first reported a position in MDLZ in Q2 2023 and has held it in 8 quarters since. The position peaked at $205K in Q2 2023. 1,302 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

N.E.W. Advisory Services held 1,824 shares of Mondelez International worth $106K as of Q2 2026.
N.E.W. Advisory Services sold 469 Mondelez International shares in Q2 2026, an estimated $28.3K.
Mondelez International made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #287 holding.
N.E.W. Advisory Services first reported a position in Mondelez International in Q2 2023 and has held it in 8 quarters since.
N.E.W. Advisory Services's Mondelez International position peaked at $205K in Q2 2023.
1,302 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.