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ARC
Advisor Resource Council’s
Mondelez International
MDLZ
Stock Holding History
Advisor Resource Council’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
2025
Q2
–
Sell
-5,784
Closed
-$392K
–
417
2025
Q1
$392K
Buy
+5,784
New
+$356K
0.03%
408
2024
Q1
–
Sell
-5,829
Closed
-$422K
–
391
2023
Q4
$422K
Buy
+5,829
New
+$399K
0.05%
289
2022
Q3
–
Sell
-5,811
Closed
-$360K
–
350
2022
Q2
$360K
Buy
+5,811
New
+$367K
0.03%
348
2022
Q1
–
Sell
-5,020
Closed
-$332K
–
398
2021
Q4
$332K
Buy
+5,020
New
+$310K
0.03%
411
2021
Q3
–
Sell
-4,984
Closed
-$311K
–
362
2021
Q2
$311K
Buy
+4,984
New
+$307K
0.03%
387
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
JP Morgan Chase
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1-Year Est. Return
Capital Research Global Investors
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$645B AUM
30.41%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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