PWA
MDLZ icon

Principia Wealth Advisory’s Mondelez International MDLZ Stock Holding History

Principia Wealth Advisory’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 		$5.44K Buy
94
+21
+29% +$1.26K ﹤0.01% 349
2026
Q1 		$4.21K Buy
73
+29
+66% +$1.68K ﹤0.01% 335
2025
Q4 		$2.37K Sell
44
-23
-34% -$1.32K ﹤0.01% 420
2025
Q3 		$4.18K Hold
67
– – ﹤0.01% 298
2025
Q2 		$4.52K Buy
67
+33
+97% +$2.2K ﹤0.01% 247
2025
Q1 		$2.25K Hold
34
– – ﹤0.01% 272
2024
Q4 		$2.03K Buy
+34
New +$2.25K ﹤0.01% 244

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 $3.38T AUM 44.17% 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

Principia Wealth Advisory's MDLZ Position: Q2 2026 in Review

Principia Wealth Advisory increased its Mondelez International (MDLZ) stake by 29% in Q2 2026, buying an estimated $1.26K and bringing the position to 94 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Principia Wealth Advisory first reported a position in MDLZ in Q4 2024 and has held it in 7 quarters since. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Principia Wealth Advisory held 94 shares of Mondelez International worth $5.44K as of Q2 2026.
  • Principia Wealth Advisory bought 21 Mondelez International shares in Q2 2026, an estimated $1.26K.
  • Mondelez International made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #349 holding.
  • Principia Wealth Advisory first reported a position in Mondelez International in Q4 2024 and has held it in 7 quarters since.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.