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WCG Wealth Advisors’s Mondelez International MDLZ Stock Holding History

WCG Wealth Advisors’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 		$1.51M Buy
26,096
+6,155
+31% +$371K 0.04% 342
2026
Q1 		$1.15M Buy
+19,941
New +$1.15M 0.03% 356

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 $3.38T AUM 44.17% 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

WCG Wealth Advisors's MDLZ Position: Q2 2026 in Review

WCG Wealth Advisors increased its Mondelez International (MDLZ) stake by 31% in Q2 2026, buying an estimated $371K and bringing the position to 26,096 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #342.

WCG Wealth Advisors first reported a position in MDLZ in Q1 2026 and has held it in 2 quarters since. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • WCG Wealth Advisors held 26,096 shares of Mondelez International worth $1.51M as of Q2 2026.
  • WCG Wealth Advisors bought 6,155 Mondelez International shares in Q2 2026, an estimated $371K.
  • Mondelez International made up 0.04% of WCG Wealth Advisors's portfolio in Q2 2026, its #342 holding.
  • WCG Wealth Advisors first reported a position in Mondelez International in Q1 2026 and has held it in 2 quarters since.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.