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Physician Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Physician 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 		$35.7K Buy
617
+146
+31% +$8.8K ﹤0.01% 518
2026
Q1 		$27.1K Buy
471
+145
+44% +$8.4K ﹤0.01% 554
2025
Q4 		$17.5K Sell
326
-388
-54% -$22.3K ﹤0.01% 621
2025
Q3 		$44.6K Buy
714
+488
+216% +$31.5K 0.01% 395
2025
Q2 		$15.2K Buy
226
+23
+11% +$1.53K ﹤0.01% 567
2025
Q1 		$13.8K Sell
203
-212
-51% -$13.1K ﹤0.01% 558
2024
Q4 		$24.8K Buy
+415
New +$27.4K ﹤0.01% 465

Other funds holding MDLZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Physician Wealth Advisors increased its Mondelez International (MDLZ) stake by 31% in Q2 2026, buying an estimated $8.8K and bringing the position to 617 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Physician Wealth Advisors first reported a position in MDLZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $44.6K in Q3 2025. 418 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Physician Wealth Advisors held 617 shares of Mondelez International worth $35.7K as of Q2 2026.
  • Physician Wealth Advisors bought 146 Mondelez International shares in Q2 2026, an estimated $8.8K.
  • Mondelez International made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #518 holding.
  • Physician Wealth Advisors first reported a position in Mondelez International in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Mondelez International position peaked at $44.6K in Q3 2025.
  • 418 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.