VSM Wealth Advisory’s Mondelez International MDLZ Stock Holding History

VSM Wealth Advisory’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	$79K	Buy	+1,366	New	+$82.3K	0.02%	179
2026 Q1	–	Sell	-1,366	Closed	-$78.5K	–	509
2025 Q4	$78.5K	Hold	1,366	–	–	0.02%	160
2025 Q3	$85.3K	Hold	1,366	–	–	0.03%	147
2025 Q2	$92.1K	Hold	1,366	–	–	0.03%	144
2025 Q1	$92.7K	Hold	1,366	–	–	0.03%	136
2024 Q4	$81.6K	Buy	+1,366	New	+$90.3K	0.03%	147

Other funds holding MDLZ

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

VSM Wealth Advisory's MDLZ Position: Q2 2026 in Review

VSM Wealth Advisory opened a new position in Mondelez International (MDLZ) in Q2 2026: 1,366 shares worth $79K. The stake represents 0.02% of the portfolio and ranks #179 among its holdings. This is a return to the name: VSM Wealth Advisory previously reported a position in MDLZ as recently as Q4 2025.

VSM Wealth Advisory first reported a position in MDLZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $92.7K in Q1 2025. 619 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

VSM Wealth Advisory held 1,366 shares of Mondelez International worth $79K as of Q2 2026.
Mondelez International was a new VSM Wealth Advisory position in Q2 2026.
Mondelez International made up 0.02% of VSM Wealth Advisory's portfolio in Q2 2026, its #179 holding.
VSM Wealth Advisory first reported a position in Mondelez International in Q4 2024 and has held it in 6 quarters since.
VSM Wealth Advisory's Mondelez International position peaked at $92.7K in Q1 2025.
619 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.