Advocacy Wealth Management Services’s Mondelez International MDLZ Stock Holding History

Advocacy Wealth Management 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 Q1	$230K	Sell	3,987 -160	-4%	-$9.27K	0.01%	140
2025 Q4	$223K	Buy	4,147 +74	+2%	+$4.26K	0.01%	141
2025 Q3	$254K	Buy	+4,073	New	+$263K	0.01%	139
2022 Q4	–	Sell	-109	Closed	-$6K	–	94
2022 Q3	$6K	Hold	109	–	–	﹤0.01%	102
2022 Q2	$7K	Hold	109	–	–	﹤0.01%	104
2022 Q1	$7K	Hold	109	–	–	﹤0.01%	113
2021 Q4	$7K	Hold	109	–	–	﹤0.01%	127
2021 Q3	$6K	Sell	109 -80	-42%	-$4.98K	﹤0.01%	131
2021 Q2	$12K	Hold	189	–	–	﹤0.01%	131
2021 Q1	$11K	Hold	189	–	–	﹤0.01%	118
2020 Q4	$11K	Sell	189 -91	-33%	-$5.2K	﹤0.01%	115
2020 Q3	$16K	Hold	280	–	–	﹤0.01%	92
2020 Q2	$14K	Hold	280	–	–	﹤0.01%	99
2020 Q1	$14K	Hold	280	–	–	﹤0.01%	89
2019 Q4	$15K	Hold	280	–	–	﹤0.01%	109
2019 Q3	$15K	Sell	280 -90	-24%	-$4.92K	0.01%	109
2019 Q2	$20K	Hold	370	–	–	0.01%	99
2019 Q1	$18K	Hold	370	–	–	0.02%	86
2018 Q4	$15K	Hold	370	–	–	0.01%	96
2018 Q3	$16K	Hold	370	–	–	0.01%	103
2018 Q2	$15K	Hold	370	–	–	0.01%	105
2018 Q1	$15K	Hold	370	–	–	0.01%	110
2017 Q4	$16K	Hold	370	–	–	0.01%	124
2017 Q3	$15K	Sell	370 -50	-12%	-$2.12K	0.01%	156
2017 Q2	$18K	Sell	420 -77	-15%	-$3.47K	0.01%	142
2017 Q1	$21K	Buy	497 +397	+397%	+$17.6K	0.01%	149
2016 Q4	$4K	Sell	100 -397	-80%	-$17.1K	﹤0.01%	259
2016 Q3	$22K	Hold	497	–	–	0.01%	200
2016 Q2	$23K	Sell	497 -219	-31%	-$9.54K	0.01%	219
2016 Q1	$29K	Buy	716 +19	+3%	+$774	0.02%	239
2015 Q4	$31K	Buy	+697	New	+$31.2K	0.04%	219
2013 Q3	$51K	Buy	1,597 +297	+23%	+$9.21K	0.14%	111
2013 Q2	$37K	Buy	+1,300	New	+$39.6K	0.15%	101

Other funds holding MDLZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advocacy Wealth Management Services's MDLZ Position: Q1 2026 in Review

Advocacy Wealth Management Services reduced its Mondelez International (MDLZ) stake by 3.9% in Q1 2026, selling an estimated $9.27K and leaving 3,987 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #140.

Advocacy Wealth Management Services first reported a position in MDLZ in Q2 2013 and has held it in 33 quarters since. The position peaked at $254K in Q3 2025. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Advocacy Wealth Management Services held 3,987 shares of Mondelez International worth $230K as of Q1 2026.
Advocacy Wealth Management Services sold 160 Mondelez International shares in Q1 2026, an estimated $9.27K.
Mondelez International made up 0.01% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #140 holding.
Advocacy Wealth Management Services first reported a position in Mondelez International in Q2 2013 and has held it in 33 quarters since.
Advocacy Wealth Management Services's Mondelez International position peaked at $254K in Q3 2025.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.