Aries 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
Q3 | $585K | Hold |
10,125
| – | – | 0.11% | 136 |
|
|
2026
Q2 | $586K | Buy |
10,125
+214
| +2% | +$12.9K | 0.12% | 133 |
|
|
2026
Q1 | $571K | Sell |
9,911
-1,441
| -13% | -$83.5K | 0.13% | 134 |
|
|
2025
Q4 | $611K | Sell |
11,352
-895
| -7% | -$51.5K | 0.14% | 129 |
|
|
2025
Q3 | $765K | Sell |
12,247
-16
| -0.1% | -$1.03K | 0.18% | 108 |
|
|
2025
Q2 | $827K | Buy |
12,263
+91
| +0.7% | +$6.07K | 0.22% | 104 |
|
|
2025
Q1 | $826K | Buy |
12,172
+1,371
| +13% | +$84.5K | 0.22% | 99 |
|
|
2024
Q4 | $645K | Buy |
10,801
+1,435
| +15% | +$94.9K | 0.18% | 120 |
|
|
2024
Q3 | $690K | Buy |
9,366
+3,103
| +50% | +$218K | 0.19% | 110 |
|
|
2024
Q2 | $410K | Sell |
6,263
-8
| -0.1% | -$549 | 0.13% | 137 |
|
|
2024
Q1 | $439K | Hold |
6,271
| – | – | 0.14% | 132 |
|
|
2023
Q4 | $454K | Sell |
6,271
-467
| -7% | -$32K | 0.16% | 128 |
|
|
2023
Q3 | $422K | Buy |
6,738
+364
| +6% | +$26.2K | 0.17% | 125 |
|
|
2023
Q2 | $465K | Sell |
6,374
-1,162
| -15% | -$85.8K | 0.18% | 121 |
|
|
2023
Q1 | $525K | Sell |
7,536
-265
| -3% | -$17.6K | 0.22% | 109 |
|
|
2022
Q4 | $520K | Sell |
7,801
-70
| -0.9% | -$4.43K | 0.22% | 109 |
|
|
2022
Q3 | $484K | Buy |
7,871
+371
| +5% | +$23K | 0.21% | 108 |
|
|
2022
Q2 | $466K | Buy |
+7,500
| New | +$474K | 0.21% | 102 |
|
|
2022
Q1 | – | Sell |
-7,500
| Closed | -$497K | – | 159 |
|
|
2021
Q4 | $497K | Hold |
7,500
| – | – | 0.19% | 111 |
|
|
2021
Q3 | $436K | Sell |
7,500
-52
| -0.7% | -$3.24K | 0.18% | 111 |
|
|
2021
Q2 | $472K | Buy |
7,552
+46
| +0.6% | +$2.83K | 0.2% | 102 |
|
|
2021
Q1 | $438K | Buy |
7,506
+705
| +10% | +$39.8K | 0.2% | 105 |
|
|
2020
Q4 | $396K | Buy |
6,801
+552
| +9% | +$31.5K | 0.2% | 105 |
|
|
2020
Q3 | $359K | Hold |
6,249
| – | – | 0.2% | 102 |
|
|
2020
Q2 | $320K | Buy |
6,249
+562
| +10% | +$28.9K | 0.2% | 104 |
|
|
2020
Q1 | $287K | Hold |
5,687
| – | – | 0.22% | 99 |
|
|
2019
Q4 | $308K | Hold |
5,687
| – | – | 0.19% | 112 |
|
|
2019
Q3 | $312K | Buy |
5,687
+280
| +5% | +$15.3K | 0.21% | 108 |
|
|
2019
Q2 | $300K | Hold |
5,407
| – | – | 0.21% | 110 |
|
|
2019
Q1 | $270K | Hold |
5,407
| – | – | 0.2% | 112 |
|
|
2018
Q4 | $216K | Hold |
5,407
| – | – | 0.23% | 100 |
|
|
2018
Q3 | $232K | Hold |
5,407
| – | – | 0.21% | 112 |
|
|
2018
Q2 | $235K | Hold |
5,407
| – | – | 0.22% | 108 |
|
|
2018
Q1 | $226K | Hold |
5,407
| – | – | 0.22% | 107 |
|
|
2017
Q4 | $239K | Buy |
+5,407
| New | +$227K | 0.22% | 101 |
|
Other funds holding MDLZ
Aries Wealth Management's MDLZ Position: Q3 2026 in Review
Aries Wealth Management held its Mondelez International (MDLZ) position steady in Q3 2026 at 10,125 shares worth $585K. The position accounts for 0.11% of the portfolio, ranked #136.
Aries Wealth Management first reported a position in MDLZ in Q4 2017 and has held it in 35 quarters since. The position peaked at $827K in Q2 2025. 1,442 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.
- Aries Wealth Management held 10,125 shares of Mondelez International worth $585K as of Q3 2026.
- Aries Wealth Management left its Mondelez International share count unchanged in Q3 2026.
- Mondelez International made up 0.11% of Aries Wealth Management's portfolio in Q3 2026, its #136 holding.
- Aries Wealth Management first reported a position in Mondelez International in Q4 2017 and has held it in 35 quarters since.
- Aries Wealth Management's Mondelez International position peaked at $827K in Q2 2025.
- 1,442 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.
Based on Aries Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.