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Wallace Advisory Group’s Mondelez International MDLZ Stock Holding History

Wallace 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 		$424K Buy
7,328
+500
+7% +$30.1K 0.4% 67
2026
Q1 		$394K Buy
6,828
+1,701
+33% +$98.5K 0.42% 52
2025
Q4 		$276K Sell
5,127
-3,045
-37% -$175K 0.29% 94
2025
Q3 		$551K Sell
8,172
-913
-10% -$58.9K 0.44% 65
2025
Q2 		$616K Buy
9,085
+2,982
+49% +$199K 0.45% 57
2025
Q1 		$365K Buy
6,103
+316
+5% +$19.5K 0.25% 116
2024
Q4 		$426K Buy
+5,787
New +$383K 0.29% 92

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

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

Wallace Advisory Group increased its Mondelez International (MDLZ) stake by 7.3% in Q2 2026, buying an estimated $30.1K and bringing the position to 7,328 shares worth $424K. The position accounts for 0.4% of the portfolio, ranked #67.

Wallace Advisory Group first reported a position in MDLZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $616K in Q2 2025. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Wallace Advisory Group held 7,328 shares of Mondelez International worth $424K as of Q2 2026.
  • Wallace Advisory Group bought 500 Mondelez International shares in Q2 2026, an estimated $30.1K.
  • Mondelez International made up 0.4% of Wallace Advisory Group's portfolio in Q2 2026, its #67 holding.
  • Wallace Advisory Group first reported a position in Mondelez International in Q4 2024 and has held it in 7 quarters since.
  • Wallace Advisory Group's Mondelez International position peaked at $616K in Q2 2025.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.