Wealth Alliance Advisory Group’s Mondelez International MDLZ Stock Holding History

Wealth Alliance 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	$353K	Hold	6,095	–	–	0.05%	143
2026 Q1	$351K	Sell	6,095 -5	-0.1%	-$290	0.06%	145
2025 Q4	$328K	Sell	6,100 -85	-1%	-$4.89K	0.06%	151
2025 Q3	$386K	Hold	6,185	–	–	0.07%	133
2025 Q2	$417K	Sell	6,185 -652	-10%	-$43.5K	0.08%	121
2025 Q1	$464K	Hold	6,837	–	–	0.1%	116
2024 Q4	$408K	Hold	6,837	–	–	0.09%	120
2024 Q3	$504K	Hold	6,837	–	–	0.11%	109
2024 Q2	$447K	Hold	6,837	–	–	0.1%	117
2024 Q1	$479K	Sell	6,837 -680	-9%	-$49.6K	0.11%	111
2023 Q4	$544K	Hold	7,517	–	–	0.14%	93
2023 Q3	$522K	Sell	7,517 -380	-5%	-$27.4K	0.15%	86
2023 Q2	$576K	Hold	7,897	–	–	0.2%	74
2023 Q1	$551K	Sell	7,897 -803	-9%	-$53.2K	0.21%	77
2022 Q4	$580K	Hold	8,700	–	–	0.22%	72
2022 Q3	$477K	Sell	8,700 -300	-3%	-$18.6K	0.21%	74
2022 Q2	$559K	Hold	9,000	–	–	0.26%	65
2022 Q1	$565K	Hold	9,000	–	–	0.25%	68
2021 Q4	$597K	Hold	9,000	–	–	0.26%	70
2021 Q3	$524K	Hold	9,000	–	–	0.25%	66
2021 Q2	$562K	Hold	9,000	–	–	0.27%	65
2021 Q1	$527K	Hold	9,000	–	–	0.27%	64
2020 Q4	$526K	Sell	9,000 -128	-1%	-$7.32K	0.28%	58
2020 Q3	$524K	Hold	9,128	–	–	0.31%	52
2020 Q2	$467K	Buy	9,128 +255	+3%	+$13.1K	0.29%	58
2020 Q1	$444K	Hold	8,873	–	–	0.34%	55
2019 Q4	$489K	Hold	8,873	–	–	0.28%	60
2019 Q3	$486K	Hold	8,873	–	–	0.3%	55
2019 Q2	$485K	Hold	8,873	–	–	0.3%	56
2019 Q1	$453K	Buy	8,873 +300	+3%	+$13.8K	0.29%	58
2018 Q4	$343K	Buy	8,573 +1,952	+29%	+$83.2K	0.26%	67
2018 Q3	$284K	Hold	6,621	–	–	0.15%	104
2018 Q2	$271K	Buy	6,621 +200	+3%	+$8.04K	0.15%	101
2018 Q1	$268K	Buy	+6,421	New	+$279K	0.16%	88

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Wealth Alliance Advisory Group's MDLZ Position: Q2 2026 in Review

Wealth Alliance Advisory Group held its Mondelez International (MDLZ) position steady in Q2 2026 at 6,095 shares worth $353K. The position accounts for 0.05% of the portfolio, ranked #143.

Wealth Alliance Advisory Group first reported a position in MDLZ in Q1 2018 and has held it in 34 quarters since. The position peaked at $597K in Q4 2021. 660 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Wealth Alliance Advisory Group held 6,095 shares of Mondelez International worth $353K as of Q2 2026.
Wealth Alliance Advisory Group left its Mondelez International share count unchanged in Q2 2026.
Mondelez International made up 0.05% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #143 holding.
Wealth Alliance Advisory Group first reported a position in Mondelez International in Q1 2018 and has held it in 34 quarters since.
Wealth Alliance Advisory Group's Mondelez International position peaked at $597K in Q4 2021.
660 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

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