OW
MDLZ icon

Olistico Wealth’s Mondelez International MDLZ Stock Holding History

Olistico Wealth’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 		$23.9K Hold
413
– – 0.01% 214
2026
Q2 		$23.9K Sell
413
-203
-33% -$12.2K 0.01% 206
2026
Q1 		$35.5K Sell
616
-152
-20% -$8.8K 0.02% 182
2025
Q4 		$41.3K Buy
+768
New +$44.2K 0.02% 171
2025
Q3 		– Sell
-756
Closed -$51K – 241
2025
Q2 		$51K Sell
756
-2,332
-76% -$156K 0.03% 166
2025
Q1 		$210K Hold
3,088
– – 0.13% 95
2024
Q4 		$184K Sell
3,088
-1,522
-33% -$101K 0.11% 104
2024
Q3 		$340K Buy
4,610
+50
+1% +$3.51K 0.21% 80
2024
Q2 		$298K Buy
4,560
+735
+19% +$50.4K 0.19% 85
2024
Q1 		$268K Hold
3,825
– – 0.19% 92
2023
Q4 		$277K Buy
3,825
+71
+2% +$4.87K 0.22% 87
2023
Q3 		$260K Sell
3,754
-10
-0.3% -$721 0.23% 87
2023
Q2 		$275K Buy
+3,764
New +$278K 0.23% 95

Other funds holding MDLZ

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Olistico Wealth's MDLZ Position: Q3 2026 in Review

Olistico Wealth held its Mondelez International (MDLZ) position steady in Q3 2026 at 413 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #214.

Olistico Wealth first reported a position in MDLZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $340K in Q3 2024. 89 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • Olistico Wealth held 413 shares of Mondelez International worth $23.9K as of Q3 2026.
  • Olistico Wealth left its Mondelez International share count unchanged in Q3 2026.
  • Mondelez International made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #214 holding.
  • Olistico Wealth first reported a position in Mondelez International in Q2 2023 and has held it in 13 quarters since.
  • Olistico Wealth's Mondelez International position peaked at $340K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.