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Provenance Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Provenance 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 		$636 Buy
+11
New +$663 ﹤0.01% 554
2024
Q4 		– Sell
-100
Closed -$7.37K – 581
2024
Q3 		$7.37K Hold
100
– – ﹤0.01% 369
2024
Q2 		$6.54K Hold
100
– – ﹤0.01% 313
2024
Q1 		$7K Sell
100
-73
-42% -$5.33K ﹤0.01% 340
2023
Q4 		$12.5K Buy
173
+73
+73% +$5K ﹤0.01% 296
2023
Q3 		$6.94K Buy
+100
New +$7.21K ﹤0.01% 260

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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Provenance Wealth Advisors opened a new position in Mondelez International (MDLZ) in Q2 2026: 11 shares worth $636. The stake represents ﹤0.01% of the portfolio and ranks #554 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in MDLZ as recently as Q3 2024.

Provenance Wealth Advisors first reported a position in MDLZ in Q3 2023 and has held it in 6 quarters since. The position peaked at $12.5K in Q4 2023. 555 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Provenance Wealth Advisors held 11 shares of Mondelez International worth $636 as of Q2 2026.
  • Mondelez International was a new Provenance Wealth Advisors position in Q2 2026.
  • Mondelez International made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #554 holding.
  • Provenance Wealth Advisors first reported a position in Mondelez International in Q3 2023 and has held it in 6 quarters since.
  • Provenance Wealth Advisors's Mondelez International position peaked at $12.5K in Q4 2023.
  • 555 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.