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Wealth Alliance’s Mondelez International MDLZ Stock Holding History

Wealth Alliance’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 		$1.81M Sell
31,280
-432
-1% -$26K 0.15% 119
2026
Q1 		$1.83M Buy
31,712
+10,579
+50% +$613K 0.18% 112
2025
Q4 		$1.14M Sell
21,133
-3,034
-13% -$175K 0.11% 164
2025
Q3 		$1.51M Sell
24,167
-251
-1% -$16.2K 0.16% 126
2025
Q2 		$1.65M Buy
24,418
+2,114
+9% +$141K 0.18% 108
2025
Q1 		$1.51M Buy
22,304
+4,171
+23% +$257K 0.18% 111
2024
Q4 		$1.08M Sell
18,133
-2,833
-14% -$187K 0.13% 151
2024
Q3 		$1.54M Buy
20,966
+1,197
+6% +$84.1K 0.18% 111
2024
Q2 		$1.29M Sell
19,769
-1,510
-7% -$104K 0.17% 123
2024
Q1 		$1.49M Buy
21,279
+1
+0% +$73 0.2% 109
2023
Q4 		$1.54M Buy
21,278
+280
+1% +$19.2K 0.22% 98
2023
Q3 		$1.46M Buy
20,998
+254
+1% +$18.3K 0.23% 93
2023
Q2 		$1.51M Buy
20,744
+1,959
+10% +$145K 0.23% 94
2023
Q1 		$1.31M Buy
18,785
+123
+0.7% +$8.15K 0.21% 103
2022
Q4 		$1.24M Buy
18,662
+799
+4% +$50.5K 0.22% 111
2022
Q3 		$980K Buy
17,863
+642
+4% +$39.9K 0.19% 116
2022
Q2 		$1.07M Buy
17,221
+1,011
+6% +$63.9K 0.21% 114
2022
Q1 		$1.02M Sell
16,210
-144
-0.9% -$9.37K 0.21% 112
2021
Q4 		$1.08M Buy
16,354
+524
+3% +$32.3K 0.22% 108
2021
Q3 		$921K Sell
15,830
-167
-1% -$10.4K 0.21% 108
2021
Q2 		$999K Sell
15,997
-4,881
-23% -$301K 0.24% 101
2021
Q1 		$1.22M Sell
20,878
-325
-2% -$18.3K 0.34% 66
2020
Q4 		$1.24M Buy
21,203
+337
+2% +$19.3K 0.37% 60
2020
Q3 		$1.2M Sell
20,866
-640
-3% -$35.6K 0.43% 55
2020
Q2 		$1.1M Buy
21,506
+1,888
+10% +$97K 0.43% 57
2020
Q1 		$982K Sell
19,618
-1,357
-6% -$73.5K 0.53% 45
2019
Q4 		$1.16M Buy
+20,975
New +$1.12M 0.82% 36

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

Wealth Alliance's MDLZ Position: Q2 2026 in Review

Wealth Alliance reduced its Mondelez International (MDLZ) stake by 1.4% in Q2 2026, selling an estimated $26K and leaving 31,280 shares worth $1.81M. The position accounts for 0.15% of the portfolio, ranked #119.

Wealth Alliance first reported a position in MDLZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.83M in Q1 2026. 1,900 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Wealth Alliance held 31,280 shares of Mondelez International worth $1.81M as of Q2 2026.
  • Wealth Alliance sold 432 Mondelez International shares in Q2 2026, an estimated $26K.
  • Mondelez International made up 0.15% of Wealth Alliance's portfolio in Q2 2026, its #119 holding.
  • Wealth Alliance first reported a position in Mondelez International in Q4 2019 and has held it in 27 quarters since.
  • Wealth Alliance's Mondelez International position peaked at $1.83M in Q1 2026.
  • 1,900 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.