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Advyzon Investment Management’s Mondelez International MDLZ Stock Holding History

Advyzon Investment Management’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 		$502K Buy
+8,713
New +$505K 0.05% 398
2025
Q1 		– Sell
-3,653
Closed -$218K – 298
2024
Q4 		$218K Buy
+3,653
New +$242K 0.08% 214

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.56T AUM 27.86% 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 $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advyzon Investment Management's MDLZ Position: Q1 2026 in Review

Advyzon Investment Management opened a new position in Mondelez International (MDLZ) in Q1 2026: 8,713 shares worth $502K. The stake represents 0.05% of the portfolio and ranks #398 among its holdings. This is a return to the name: Advyzon Investment Management previously reported a position in MDLZ as recently as Q4 2024.

Advyzon Investment Management first reported a position in MDLZ in Q4 2024 and has held it in 2 quarters since. 1,905 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Advyzon Investment Management held 8,713 shares of Mondelez International worth $502K as of Q1 2026.
  • Mondelez International was a new Advyzon Investment Management position in Q1 2026.
  • Mondelez International made up 0.05% of Advyzon Investment Management's portfolio in Q1 2026, its #398 holding.
  • Advyzon Investment Management first reported a position in Mondelez International in Q4 2024 and has held it in 2 quarters since.
  • 1,905 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.