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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
Q2 		$2.37M Buy
40,953
+25,610
+167% +$1.54M 0.35% 96
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prevail Innovative Wealth Advisors's MDLZ Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Mondelez International (MDLZ) stake by 167% in Q2 2026, buying an estimated $1.54M and bringing the position to 40,953 shares worth $2.37M. The position accounts for 0.35% of the portfolio, ranked #96.

Prevail Innovative Wealth Advisors first reported a position in MDLZ in Q1 2025 and has held it in 3 quarters since. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 40,953 shares of Mondelez International worth $2.37M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 25,610 Mondelez International shares in Q2 2026, an estimated $1.54M.
  • Mondelez International made up 0.35% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Mondelez International in Q1 2025 and has held it in 3 quarters since.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

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