Valeo Financial Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.86M | Sell |
32,172
-1,678
| -5% | -$101K | 0.04% | 193 |
|
|
2026
Q1 | $1.95M | Buy |
33,850
+6,270
| +23% | +$363K | 0.05% | 164 |
|
|
2025
Q4 | $1.48M | Sell |
27,580
-6,147
| -18% | -$354K | 0.03% | 217 |
|
|
2025
Q3 | $2.11M | Sell |
33,727
-9,034
| -21% | -$583K | 0.05% | 165 |
|
|
2025
Q2 | $2.88M | Sell |
42,761
-248
| -0.6% | -$16.5K | 0.07% | 132 |
|
|
2025
Q1 | $2.92M | Buy |
43,009
+4,628
| +12% | +$285K | 0.08% | 114 |
|
|
2024
Q4 | $2.29M | Buy |
38,381
+4,683
| +14% | +$310K | 0.06% | 135 |
|
|
2024
Q3 | $2.48M | Buy |
33,698
+1,076
| +3% | +$75.6K | 0.07% | 129 |
|
|
2024
Q2 | $2.13M | Buy |
32,622
+625
| +2% | +$42.9K | 0.07% | 135 |
|
|
2024
Q1 | $2.28M | Sell |
31,997
-31
| -0.1% | -$2.26K | 0.08% | 131 |
|
|
2023
Q4 | $2.32M | Sell |
32,028
-1,798
| -5% | -$123K | 0.09% | 122 |
|
|
2023
Q3 | $2.35M | Sell |
33,826
-19
| -0.1% | -$1.37K | 0.11% | 110 |
|
|
2023
Q2 | $2.47M | Buy |
33,845
+2,326
| +7% | +$172K | 0.11% | 103 |
|
|
2023
Q1 | $2.2M | Buy |
31,519
+3,245
| +11% | +$215K | 0.11% | 114 |
|
|
2022
Q4 | $1.88M | Buy |
28,274
+1,114
| +4% | +$70.4K | 0.1% | 112 |
|
|
2022
Q3 | $1.49M | Buy |
27,160
+4,131
| +18% | +$257K | 0.09% | 129 |
|
|
2022
Q2 | $1.43M | Sell |
23,029
-1,425
| -6% | -$90K | 0.09% | 130 |
|
|
2022
Q1 | $1.53M | Buy |
24,454
+1,018
| +4% | +$66.3K | 0.08% | 149 |
|
|
2021
Q4 | $1.55M | Buy |
23,436
+484
| +2% | +$29.9K | 0.08% | 140 |
|
|
2021
Q3 | $1.33M | Buy |
22,952
+2,420
| +12% | +$151K | 0.08% | 150 |
|
|
2021
Q2 | $1.28M | Sell |
20,532
-5,460
| -21% | -$336K | 0.08% | 144 |
|
|
2021
Q1 | $1.52M | Buy |
25,992
+3,758
| +17% | +$212K | 0.07% | 146 |
|
|
2020
Q4 | $1.3M | Buy |
22,234
+4,236
| +24% | +$242K | 0.07% | 140 |
|
|
2020
Q3 | $1.03M | Sell |
17,998
-151
| -0.8% | -$8.41K | 0.09% | 130 |
|
|
2020
Q2 | $928K | Buy |
18,149
+902
| +5% | +$46.3K | 0.08% | 133 |
|
|
2020
Q1 | $902K | Buy |
17,247
+474
| +3% | +$25.7K | 0.1% | 127 |
|
|
2019
Q4 | $924K | Sell |
16,773
-366
| -2% | -$19.6K | 0.09% | 138 |
|
|
2019
Q3 | $948K | Sell |
17,139
-58
| -0.3% | -$3.17K | 0.1% | 130 |
|
|
2019
Q2 | $927K | Sell |
17,197
-1,941
| -10% | -$101K | 0.11% | 132 |
|
|
2019
Q1 | $955K | Sell |
19,138
-26,536
| -58% | -$1.22M | 0.12% | 127 |
|
|
2018
Q4 | $1.83M | Buy |
45,674
+1,104
| +2% | +$47.1K | 0.26% | 63 |
|
|
2018
Q3 | $1.87M | Buy |
44,570
+860
| +2% | +$36.7K | 0.25% | 63 |
|
|
2018
Q2 | $1.83M | Sell |
43,710
-3,087
| -7% | -$124K | 0.26% | 62 |
|
|
2018
Q1 | $1.95M | Buy |
46,797
+22,115
| +90% | +$961K | 0.31% | 60 |
|
|
2017
Q4 | $1.06M | Sell |
24,682
-1,683
| -6% | -$70.7K | 0.17% | 98 |
|
|
2017
Q3 | $1.07M | Buy |
+26,365
| New | +$1.12M | 0.24% | 84 |
|
Other funds holding MDLZ
Valeo Financial Advisors's MDLZ Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Mondelez International (MDLZ) stake by 5% in Q2 2026, selling an estimated $101K and leaving 32,172 shares worth $1.86M. The position accounts for 0.04% of the portfolio, ranked #193.
Valeo Financial Advisors first reported a position in MDLZ in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.92M in Q1 2025. 1,895 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.
- Valeo Financial Advisors held 32,172 shares of Mondelez International worth $1.86M as of Q2 2026.
- Valeo Financial Advisors sold 1,678 Mondelez International shares in Q2 2026, an estimated $101K.
- Mondelez International made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #193 holding.
- Valeo Financial Advisors first reported a position in Mondelez International in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Mondelez International position peaked at $2.92M in Q1 2025.
- 1,895 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.