SOA Wealth Advisors’s Mondelez International MDLZ Stock Holding History

SOA 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	$17.6K	Buy	304 +1	+0.3%	+$60	﹤0.01%	539
2026 Q1	$17.4K	Buy	303 +2	+0.7%	+$116	﹤0.01%	514
2025 Q4	$16.2K	Sell	301 -159	-35%	-$9.15K	﹤0.01%	534
2025 Q3	$28.7K	Buy	460 +1	+0.2%	+$64	﹤0.01%	457
2025 Q2	$31K	Buy	459 +58	+14%	+$3.87K	0.01%	439
2025 Q1	$27.2K	Hold	401	–	–	0.01%	418
2024 Q4	$24K	Hold	401	–	–	﹤0.01%	428
2024 Q3	$29.5K	Hold	401	–	–	0.01%	392
2024 Q2	$26.2K	Hold	401	–	–	0.01%	398
2024 Q1	$28.1K	Hold	401	–	–	0.01%	389
2023 Q4	$29K	Hold	401	–	–	0.01%	365
2023 Q3	$27.8K	Hold	401	–	–	0.01%	360
2023 Q2	$29.2K	Hold	401	–	–	0.01%	364
2023 Q1	$28K	Hold	401	–	–	0.01%	364
2022 Q4	$26.7K	Hold	401	–	–	0.01%	362
2022 Q3	$21K	Hold	401	–	–	0.01%	381
2022 Q2	$24K	Sell	401 -19	-5%	-$1.2K	0.01%	351
2022 Q1	$26K	Hold	420	–	–	0.01%	411
2021 Q4	$27K	Hold	420	–	–	0.01%	394
2021 Q3	$24K	Hold	420	–	–	0.01%	420
2021 Q2	$26K	Sell	420 -21	-5%	-$1.29K	0.01%	414
2021 Q1	$25K	Buy	441 +6	+1%	+$339	0.01%	364
2020 Q4	$24K	Buy	+435	New	+$24.9K	0.01%	371

Other funds holding MDLZ

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

SOA Wealth Advisors increased its Mondelez International (MDLZ) stake by 0.33% in Q2 2026, buying an estimated $60 and bringing the position to 304 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

SOA Wealth Advisors first reported a position in MDLZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $31K in Q2 2025. 608 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

SOA Wealth Advisors held 304 shares of Mondelez International worth $17.6K as of Q2 2026.
SOA Wealth Advisors bought 1 Mondelez International share in Q2 2026, an estimated $60.
Mondelez International made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #539 holding.
SOA Wealth Advisors first reported a position in Mondelez International in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Mondelez International position peaked at $31K in Q2 2025.
608 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.