Ameritas Advisory Services’s Mondelez International MDLZ Stock Holding History

Ameritas Advisory 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	$234K	Sell	4,063 -889	-18%	-$51.5K	0.01%	868
2025 Q4	$267K	Buy	4,952 +2,168	+78%	+$125K	0.01%	806
2025 Q3	$174K	Sell	2,784 -3,573	-56%	-$230K	0.01%	654
2025 Q2	$429K	Buy	6,357 +944	+17%	+$63K	0.02%	538
2025 Q1	$345K	Buy	5,413 +510	+10%	+$31.4K	0.01%	666
2024 Q4	$293K	Buy	4,903 +1,771	+57%	+$117K	0.01%	734
2024 Q3	$231K	Sell	3,132 -1,934	-38%	-$136K	0.01%	760
2024 Q2	$332K	Sell	5,066 -23	-0.5%	-$1.58K	0.01%	704
2024 Q1	$358K	Sell	5,089 -1,915	-27%	-$140K	0.01%	654
2023 Q4	$510K	Sell	7,004 -62	-0.9%	-$4.25K	0.03%	425
2023 Q3	$474K	Buy	+7,066	New	+$509K	0.02%	506
2023 Q2	–	Sell	-4,956	Closed	-$350K	–	1737
2023 Q1	$350K	Sell	4,956 -334	-6%	-$22.1K	0.02%	598
2022 Q4	$353K	Buy	5,290 +1,373	+35%	+$86.8K	0.02%	656
2022 Q3	$215K	Buy	3,917 +13	+0.3%	+$807	0.01%	694
2022 Q2	$242K	Sell	3,904 -65	-2%	-$4.11K	0.01%	691
2022 Q1	$249K	Buy	3,969 +602	+18%	+$39.2K	0.01%	726
2021 Q4	$223K	Buy	+3,367	New	+$208K	0.01%	747

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

Ameritas Advisory Services's MDLZ Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Mondelez International (MDLZ) stake by 18% in Q1 2026, selling an estimated $51.5K and leaving 4,063 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #868.

Ameritas Advisory Services first reported a position in MDLZ in Q4 2021 and has held it in 17 quarters since. The position peaked at $510K in Q4 2023. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Ameritas Advisory Services held 4,063 shares of Mondelez International worth $234K as of Q1 2026.
Ameritas Advisory Services sold 889 Mondelez International shares in Q1 2026, an estimated $51.5K.
Mondelez International made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #868 holding.
Ameritas Advisory Services first reported a position in Mondelez International in Q4 2021 and has held it in 17 quarters since.
Ameritas Advisory Services's Mondelez International position peaked at $510K in Q4 2023.
1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.