AE Wealth Management’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.06M | Buy |
105,153
+19,464
| +23% | +$1.13M | 0.03% | 374 |
|
|
2025
Q4 | $4.61M | Buy |
85,689
+5,071
| +6% | +$292K | 0.03% | 410 |
|
|
2025
Q3 | $5.04M | Buy |
80,618
+15,298
| +23% | +$987K | 0.03% | 361 |
|
|
2025
Q2 | $4.41M | Buy |
65,320
+13,652
| +26% | +$911K | 0.03% | 373 |
|
|
2025
Q1 | $3.51M | Sell |
51,668
-2,132
| -4% | -$131K | 0.03% | 416 |
|
|
2024
Q4 | $3.21M | Buy |
53,800
+7,681
| +17% | +$508K | 0.03% | 431 |
|
|
2024
Q3 | $3.4M | Buy |
46,119
+6,045
| +15% | +$425K | 0.03% | 415 |
|
|
2024
Q2 | $2.62M | Buy |
40,074
+2,718
| +7% | +$186K | 0.03% | 460 |
|
|
2024
Q1 | $2.62M | Sell |
37,356
-60,113
| -62% | -$4.39M | 0.03% | 435 |
|
|
2023
Q4 | $7.32M | Buy |
97,469
+2,476
| +3% | +$170K | 0.04% | 478 |
|
|
2023
Q3 | $6.59M | Buy |
94,993
+4,239
| +5% | +$305K | 0.04% | 469 |
|
|
2023
Q2 | $6.62M | Sell |
90,754
-31,196
| -26% | -$2.3M | 0.04% | 464 |
|
|
2023
Q1 | $8.5M | Buy |
121,950
+31,978
| +36% | +$2.12M | 0.05% | 377 |
|
|
2022
Q4 | $6M | Buy |
89,972
+1,808
| +2% | +$114K | 0.04% | 430 |
|
|
2022
Q3 | $4.83M | Buy |
88,164
+33,895
| +62% | +$2.11M | 0.04% | 435 |
|
|
2022
Q2 | $3.37M | Buy |
54,269
+2,219
| +4% | +$140K | 0.03% | 503 |
|
|
2022
Q1 | $3.27M | Buy |
52,050
+3,830
| +8% | +$249K | 0.02% | 562 |
|
|
2021
Q4 | $3.2M | Buy |
48,220
+3,758
| +8% | +$232K | 0.02% | 546 |
|
|
2021
Q3 | $2.59M | Buy |
44,462
+1,413
| +3% | +$87.9K | 0.02% | 568 |
|
|
2021
Q2 | $2.69M | Sell |
43,049
-15,923
| -27% | -$981K | 0.02% | 549 |
|
|
2021
Q1 | $3.45M | Sell |
58,972
-6,558
| -10% | -$370K | 0.03% | 410 |
|
|
2020
Q4 | $3.83M | Buy |
65,530
+8,565
| +15% | +$490K | 0.04% | 325 |
|
|
2020
Q3 | $3.27M | Buy |
56,965
+17,973
| +46% | +$1M | 0.05% | 311 |
|
|
2020
Q2 | $1.99M | Buy |
38,992
+5,657
| +17% | +$291K | 0.03% | 411 |
|
|
2020
Q1 | $1.67M | Buy |
33,335
+3,061
| +10% | +$166K | 0.04% | 351 |
|
|
2019
Q4 | $1.67M | Buy |
30,274
+7,766
| +35% | +$415K | 0.04% | 392 |
|
|
2019
Q3 | $1.25M | Buy |
22,508
+6,049
| +37% | +$331K | 0.04% | 391 |
|
|
2019
Q2 | $887K | Buy |
16,459
+1,776
| +12% | +$92.2K | 0.03% | 434 |
|
|
2019
Q1 | $733K | Buy |
14,683
+2,221
| +18% | +$102K | 0.05% | 265 |
|
|
2018
Q4 | $499K | Buy |
12,462
+803
| +7% | +$34.2K | 0.09% | 247 |
|
|
2018
Q3 | $501K | Buy |
11,659
+1,259
| +12% | +$53.7K | 0.03% | 320 |
|
|
2018
Q2 | $426K | Buy |
10,400
+1,154
| +12% | +$46.4K | 0.03% | 279 |
|
|
2018
Q1 | $386K | Sell |
9,246
-124
| -1% | -$5.39K | 0.03% | 284 |
|
|
2017
Q4 | $401K | Buy |
9,370
+2,039
| +28% | +$85.6K | 0.04% | 264 |
|
|
2017
Q3 | $298K | Buy |
7,331
+1,537
| +27% | +$65.3K | 0.03% | 312 |
|
|
2017
Q2 | $250K | Buy |
5,794
+951
| +20% | +$42.9K | 0.03% | 321 |
|
|
2017
Q1 | $209K | Buy |
+4,843
| New | +$215K | 0.04% | 258 |
|
Other funds holding MDLZ
VCM
VPM
AE Wealth Management's MDLZ Position: Q1 2026 in Review
AE Wealth Management increased its Mondelez International (MDLZ) stake by 23% in Q1 2026, buying an estimated $1.13M and bringing the position to 105,153 shares worth $6.06M. The position accounts for 0.03% of the portfolio, ranked #374.
AE Wealth Management first reported a position in MDLZ in Q1 2017 and has held it in 37 quarters since. The position peaked at $8.5M in Q1 2023. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.
- AE Wealth Management held 105,153 shares of Mondelez International worth $6.06M as of Q1 2026.
- AE Wealth Management bought 19,464 Mondelez International shares in Q1 2026, an estimated $1.13M.
- Mondelez International made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #374 holding.
- AE Wealth Management first reported a position in Mondelez International in Q1 2017 and has held it in 37 quarters since.
- AE Wealth Management's Mondelez International position peaked at $8.5M in Q1 2023.
- 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.