Ameritas Advisory Services
MDLZ icon

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
Q3 		$360K Buy
6,233
+371
+6% +$22.8K 0.01% 882
2026
Q2 		$339K Buy
5,862
+1,799
+44% +$108K 0.01% 903
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Ameritas Advisory Services's MDLZ Position: Q3 2026 in Review

Ameritas Advisory Services increased its Mondelez International (MDLZ) stake by 6.3% in Q3 2026, buying an estimated $22.8K and bringing the position to 6,233 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #882.

Ameritas Advisory Services first reported a position in MDLZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $510K in Q4 2023. 1,655 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • Ameritas Advisory Services held 6,233 shares of Mondelez International worth $360K as of Q3 2026.
  • Ameritas Advisory Services bought 371 Mondelez International shares in Q3 2026, an estimated $22.8K.
  • Mondelez International made up 0.01% of Ameritas Advisory Services's portfolio in Q3 2026, its #882 holding.
  • Ameritas Advisory Services first reported a position in Mondelez International in Q4 2021 and has held it in 19 quarters since.
  • Ameritas Advisory Services's Mondelez International position peaked at $510K in Q4 2023.
  • 1,655 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on Ameritas Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.