Nicholson Wealth Management Group’s Mondelez International MDLZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.82M Sell
31,519
-1,024
-3% -$61.7K 1.07% 50
2026
Q1
$1.88M Buy
32,543
+455
+1% +$26.4K 1.09% 42
2025
Q4
$1.73M Buy
32,088
+6,312
+24% +$363K 1.01% 64
2025
Q3
$1.61M Buy
25,776
+1,935
+8% +$125K 0.94% 58
2025
Q2
$1.61M Buy
23,841
+266
+1% +$17.7K 0.99% 48
2025
Q1
$1.6M Sell
23,575
-922
-4% -$56.8K 1.05% 38
2024
Q4
$1.46M Buy
24,497
+12,898
+111% +$853K 0.98% 53
2024
Q3
$854K Buy
+11,599
New +$815K 0.7% 51

Other funds holding MDLZ

Nicholson Wealth Management Group's MDLZ Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its Mondelez International (MDLZ) stake by 3.1% in Q2 2026, selling an estimated $61.7K and leaving 31,519 shares worth $1.82M. The position accounts for 1.07% of the portfolio, ranked #50.

Nicholson Wealth Management Group first reported a position in MDLZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.88M in Q1 2026. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Nicholson Wealth Management Group held 31,519 shares of Mondelez International worth $1.82M as of Q2 2026.
  • Nicholson Wealth Management Group sold 1,024 Mondelez International shares in Q2 2026, an estimated $61.7K.
  • Mondelez International made up 1.07% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #50 holding.
  • Nicholson Wealth Management Group first reported a position in Mondelez International in Q3 2024 and has held it in 8 quarters since.
  • Nicholson Wealth Management Group's Mondelez International position peaked at $1.88M in Q1 2026.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.