Wealth Enhancement Advisory Services
MDLZ icon

Wealth Enhancement Advisory Services’s Mondelez International MDLZ Stock Holding History

Wealth Enhancement Advisory Services’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 		$26.2M Buy
460,102
+56,420
+14% +$3.4M 0.04% 363
2026
Q1 		$22.5M Sell
403,682
-188,133
-32% -$10.9M 0.05% 363
2025
Q4 		$31.2M Sell
591,815
-758
-0.1% -$43.6K 0.04% 359
2025
Q3 		$37.1M Buy
592,573
+1,923
+0.3% +$124K 0.06% 297
2025
Q2 		$40.7M Buy
590,650
+92,882
+19% +$6.2M 0.07% 262
2025
Q1 		$33.8M Buy
497,768
+9,386
+2% +$578K 0.06% 275
2024
Q4 		$29.2M Sell
488,382
-1,477
-0.3% -$97.7K 0.06% 301
2024
Q3 		$36.1M Buy
489,859
+8,729
+2% +$614K 0.08% 242
2024
Q2 		$31.5M Sell
481,130
-32,108
-6% -$2.2M 0.07% 251
2024
Q1 		$35.9M Buy
513,238
+47,735
+10% +$3.48M 0.09% 214
2023
Q4 		$33.7M Sell
465,503
-38,234
-8% -$2.62M 0.1% 204
2023
Q3 		$35M Buy
503,737
+499,531
+11,877% +$36M 0.12% 185
2023
Q2 		$307K Sell
4,206
-33,801
-89% -$2.5M ﹤0.01% 433
2023
Q1 		$2.65M Buy
+38,007
New +$2.52M 0.03% 180
2022
Q3 		– Sell
-70,790
Closed -$4.42M – 361
2022
Q2 		$4.42M Sell
70,790
-14,855
-17% -$938K 0.06% 140
2022
Q1 		$5.4M Buy
85,645
+4,257
+5% +$277K 0.07% 127
2021
Q4 		$5.45M Sell
81,388
-30,964
-28% -$1.91M 0.08% 114
2021
Q3 		$6.83M Buy
+112,352
New +$6.99M 0.1% 93

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 Enhancement Advisory Services's MDLZ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Mondelez International (MDLZ) stake by 14% in Q2 2026, buying an estimated $3.4M and bringing the position to 460,102 shares worth $26.2M. The position accounts for 0.04% of the portfolio, ranked #363.

Wealth Enhancement Advisory Services first reported a position in MDLZ in Q3 2021 and has held it in 18 quarters since. The position peaked at $40.7M in Q2 2025. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 460,102 shares of Mondelez International worth $26.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 56,420 Mondelez International shares in Q2 2026, an estimated $3.4M.
  • Mondelez International made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #363 holding.
  • Wealth Enhancement Advisory Services first reported a position in Mondelez International in Q3 2021 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's Mondelez International position peaked at $40.7M in Q2 2025.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.