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Tred Avon Family Wealth’s Mondelez International MDLZ Stock Holding History

Tred Avon Family Wealth’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 		$241K Sell
4,173
-44
-1% -$2.65K 0.07% 249
2026
Q1 		$243K Buy
+4,217
New +$244K 0.08% 245
2025
Q4 		– Sell
-3,595
Closed -$225K – 262
2025
Q3 		$225K Buy
+3,595
New +$232K 0.08% 229

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

Tred Avon Family Wealth's MDLZ Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Mondelez International (MDLZ) stake by 1% in Q2 2026, selling an estimated $2.65K and leaving 4,173 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #249.

Tred Avon Family Wealth first reported a position in MDLZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $243K in Q1 2026. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Tred Avon Family Wealth held 4,173 shares of Mondelez International worth $241K as of Q2 2026.
  • Tred Avon Family Wealth sold 44 Mondelez International shares in Q2 2026, an estimated $2.65K.
  • Mondelez International made up 0.07% of Tred Avon Family Wealth's portfolio in Q2 2026, its #249 holding.
  • Tred Avon Family Wealth first reported a position in Mondelez International in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Mondelez International position peaked at $243K in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.