VisionPoint Advisory Group
MDLZ icon

VisionPoint Advisory Group’s Mondelez International MDLZ Stock Holding History

VisionPoint Advisory Group’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
Q3 		$216K Buy
3,730
+222
+6% +$13.7K 0.03% 429
2026
Q2 		$203K Buy
+3,508
New +$211K 0.03% 459
2024
Q2 		– Sell
-72
Closed -$5.04K – 856
2024
Q1 		$5.04K Buy
72
+7
+11% +$511 ﹤0.01% 539
2023
Q4 		$4.71K Buy
+65
New +$4.45K ﹤0.01% 501

Other funds holding MDLZ

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

VisionPoint Advisory Group's MDLZ Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Mondelez International (MDLZ) stake by 6.3% in Q3 2026, buying an estimated $13.7K and bringing the position to 3,730 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #429.

VisionPoint Advisory Group first reported a position in MDLZ in Q4 2023 and has held it in 4 quarters since. 353 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • VisionPoint Advisory Group held 3,730 shares of Mondelez International worth $216K as of Q3 2026.
  • VisionPoint Advisory Group bought 222 Mondelez International shares in Q3 2026, an estimated $13.7K.
  • Mondelez International made up 0.03% of VisionPoint Advisory Group's portfolio in Q3 2026, its #429 holding.
  • VisionPoint Advisory Group first reported a position in Mondelez International in Q4 2023 and has held it in 4 quarters since.
  • 353 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.