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

Wealth Enhancement Trust 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 		$766K Sell
13,247
-963
-7% -$58K 0.09% 180
2026
Q1 		$819K Sell
14,210
-4,271
-23% -$247K 0.1% 172
2025
Q4 		$995K Buy
+18,481
New +$1.06M 0.13% 132

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Enhancement Trust Services's MDLZ Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Mondelez International (MDLZ) stake by 6.8% in Q2 2026, selling an estimated $58K and leaving 13,247 shares worth $766K. The position accounts for 0.09% of the portfolio, ranked #180.

Wealth Enhancement Trust Services first reported a position in MDLZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $995K in Q4 2025. 1,459 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Wealth Enhancement Trust Services held 13,247 shares of Mondelez International worth $766K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 963 Mondelez International shares in Q2 2026, an estimated $58K.
  • Mondelez International made up 0.09% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #180 holding.
  • Wealth Enhancement Trust Services first reported a position in Mondelez International in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Mondelez International position peaked at $995K in Q4 2025.
  • 1,459 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

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