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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
LT
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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. 299 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.
  • 299 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.