Premier Path Wealth Partners
MDLZ icon

Premier Path Wealth Partners’s Mondelez International MDLZ Stock Holding History

Premier Path Wealth Partners’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 		$298K Sell
5,160
-429
-8% -$26.4K 0.03% 324
2026
Q2 		$323K Buy
5,589
+961
+21% +$57.9K 0.04% 350
2026
Q1 		$267K Buy
4,628
+581
+14% +$33.6K 0.03% 361
2025
Q4 		$218K Sell
4,047
-73
-2% -$4.2K 0.03% 382
2025
Q3 		$257K Buy
4,120
+27
+0.7% +$1.74K 0.03% 354
2025
Q2 		$276K Buy
4,093
+57
+1% +$3.8K 0.04% 338
2025
Q1 		$274K Sell
4,036
-71
-2% -$4.38K 0.04% 317
2024
Q4 		$245K Sell
4,107
-708
-15% -$46.8K 0.04% 333
2024
Q3 		$355K Buy
4,815
+252
+6% +$17.7K 0.06% 279
2024
Q2 		$299K Sell
4,563
-541
-11% -$37.1K 0.05% 292
2024
Q1 		$357K Buy
5,104
+15
+0.3% +$1.1K 0.07% 246
2023
Q4 		$369K Buy
+5,089
New +$349K 0.08% 223

Other funds holding MDLZ

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Premier Path Wealth Partners's MDLZ Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Mondelez International (MDLZ) stake by 7.7% in Q3 2026, selling an estimated $26.4K and leaving 5,160 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #324.

Premier Path Wealth Partners first reported a position in MDLZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $369K in Q4 2023. 402 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • Premier Path Wealth Partners held 5,160 shares of Mondelez International worth $298K as of Q3 2026.
  • Premier Path Wealth Partners sold 429 Mondelez International shares in Q3 2026, an estimated $26.4K.
  • Mondelez International made up 0.03% of Premier Path Wealth Partners's portfolio in Q3 2026, its #324 holding.
  • Premier Path Wealth Partners first reported a position in Mondelez International in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's Mondelez International position peaked at $369K in Q4 2023.
  • 402 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.