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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
Q2 		– Sell
-515
Closed -$29.7K – 1396
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 $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 $3.37T AUM 44.26% 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

Twin Peaks Wealth Advisors's MDLZ Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Mondelez International (MDLZ) in Q2 2026, closing a stake of 515 shares — an estimated $29.7K sold.

Twin Peaks Wealth Advisors first reported a position in MDLZ in Q2 2025 and held it in 2 quarters. The position peaked at $64.3K in Q2 2025. 1,903 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Mondelez International position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 515 Mondelez International shares in Q2 2026, an estimated $29.7K.
  • Twin Peaks Wealth Advisors first reported a position in Mondelez International in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Mondelez International position peaked at $64.3K in Q2 2025.
  • 1,903 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.