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Twin Peaks Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Twin Peaks 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
Q1 		$29.7K Buy
+515
New +$29.8K 0.01% 576
2025
Q3 		– Sell
-1,048
Closed -$64.3K – 1322
2025
Q2 		$64.3K Buy
+1,048
New +$69.9K 0.02% 302

Other funds holding MDLZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's MDLZ Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Mondelez International (MDLZ) in Q1 2026: 515 shares worth $29.7K. The stake represents 0.01% of the portfolio and ranks #576 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in MDLZ as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in MDLZ in Q2 2025 and has held it in 2 quarters since. The position peaked at $64.3K in Q2 2025. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Twin Peaks Wealth Advisors held 515 shares of Mondelez International worth $29.7K as of Q1 2026.
  • Mondelez International was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Mondelez International made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #576 holding.
  • Twin Peaks Wealth Advisors first reported a position in Mondelez International in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Mondelez International position peaked at $64.3K in Q2 2025.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.