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Prevail Innovative Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Prevail Innovative 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
Q1 		$884K Buy
+15,343
New +$889K 0.15% 130
2025
Q2 		– Sell
-11,077
Closed -$752K – 210
2025
Q1 		$752K Buy
+11,077
New +$683K 0.2% 125

Other funds holding MDLZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prevail Innovative Wealth Advisors's MDLZ Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Mondelez International (MDLZ) in Q1 2026: 15,343 shares worth $884K. The stake represents 0.15% of the portfolio and ranks #130 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in MDLZ as recently as Q1 2025.

Prevail Innovative Wealth Advisors first reported a position in MDLZ in Q1 2025 and has held it in 2 quarters since. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Prevail Innovative Wealth Advisors held 15,343 shares of Mondelez International worth $884K as of Q1 2026.
  • Mondelez International was a new Prevail Innovative Wealth Advisors position in Q1 2026.
  • Mondelez International made up 0.15% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #130 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Mondelez International in Q1 2025 and has held it in 2 quarters since.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.