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Acumen Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Acumen Wealth 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
Q1 		– Sell
-74
Closed -$4.02K – 526
2025
Q4 		$4.02K Buy
+74
New +$4.26K ﹤0.01% 397

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acumen Wealth Advisors's MDLZ Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of Mondelez International (MDLZ) in Q1 2026, closing a stake of 74 shares — an estimated $4.02K sold.

Acumen Wealth Advisors first reported a position in MDLZ in Q4 2025 and held it in 1 quarter. The position peaked at $4.02K in Q4 2025. 1,907 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Acumen Wealth Advisors reported no remaining Mondelez International position as of Q1 2026 after selling out during the quarter.
  • Acumen Wealth Advisors sold 74 Mondelez International shares in Q1 2026, an estimated $4.02K.
  • Acumen Wealth Advisors first reported a position in Mondelez International in Q4 2025 and held it in 1 quarter.
  • Acumen Wealth Advisors's Mondelez International position peaked at $4.02K in Q4 2025.
  • 1,907 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.