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Wealth Science Advisors’s Mondelez International MDLZ Stock Holding History

Wealth Science Advisors’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
Q3 		$275K Sell
4,749
-148
-3% -$9.11K 0.12% 69
2026
Q2 		$283K Buy
4,897
+4,707
+2,477% +$284K 0.13% 84
2026
Q1 		$10.2K Buy
+190
New +$11K 0.01% 140

Other funds holding MDLZ

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Science Advisors's MDLZ Position: Q3 2026 in Review

Wealth Science Advisors reduced its Mondelez International (MDLZ) stake by 3% in Q3 2026, selling an estimated $9.11K and leaving 4,749 shares worth $275K. The position accounts for 0.12% of the portfolio, ranked #69.

Wealth Science Advisors first reported a position in MDLZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $283K in Q2 2026. 89 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • Wealth Science Advisors held 4,749 shares of Mondelez International worth $275K as of Q3 2026.
  • Wealth Science Advisors sold 148 Mondelez International shares in Q3 2026, an estimated $9.11K.
  • Mondelez International made up 0.12% of Wealth Science Advisors's portfolio in Q3 2026, its #69 holding.
  • Wealth Science Advisors first reported a position in Mondelez International in Q1 2026 and has held it in 3 quarters since.
  • Wealth Science Advisors's Mondelez International position peaked at $283K in Q2 2026.
  • 89 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on Wealth Science Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.