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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

VisionPoint Advisory Group's MDLZ Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in Mondelez International (MDLZ) in Q2 2026: 3,508 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #459 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in MDLZ as recently as Q1 2024.

VisionPoint Advisory Group first reported a position in MDLZ in Q4 2023 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • VisionPoint Advisory Group held 3,508 shares of Mondelez International worth $203K as of Q2 2026.
  • Mondelez International was a new VisionPoint Advisory Group position in Q2 2026.
  • Mondelez International made up 0.03% of VisionPoint Advisory Group's portfolio in Q2 2026, its #459 holding.
  • VisionPoint Advisory Group first reported a position in Mondelez International in Q4 2023 and has held it in 3 quarters since.
  • 299 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.