ARS Wealth Advisors Group’s Mondelez International MDLZ Stock Holding History

ARS Wealth Advisors Group’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	–	Sell	-3,786	Closed	-$204K	–	207
2025 Q4	$204K	Buy	3,786 +136	+4%	+$7.83K	0.02%	183
2025 Q3	$228K	Hold	3,650	–	–	0.02%	179
2025 Q2	$246K	Hold	3,650	–	–	0.03%	159
2025 Q1	$248K	Sell	3,650 -30	-0.8%	-$1.85K	0.04%	139
2024 Q4	$220K	Sell	3,680 -292	-7%	-$19.3K	0.03%	150
2024 Q3	$293K	Sell	3,972 -49	-1%	-$3.44K	0.04%	139
2024 Q2	$263K	Sell	4,021 -103	-2%	-$7.07K	0.03%	138
2024 Q1	$289K	Sell	4,124 -40	-1%	-$2.92K	0.04%	131
2023 Q4	$302K	Buy	4,164 +440	+12%	+$30.2K	0.04%	118
2023 Q3	$258K	Hold	3,724	–	–	0.04%	125
2023 Q2	$272K	Hold	3,724	–	–	0.04%	124
2023 Q1	$260K	Buy	+3,724	New	+$247K	0.05%	108

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

ARS Wealth Advisors Group's MDLZ Position: Q1 2026 in Review

ARS Wealth Advisors Group sold out of Mondelez International (MDLZ) in Q1 2026, closing a stake of 3,786 shares — an estimated $204K sold.

ARS Wealth Advisors Group first reported a position in MDLZ in Q1 2023 and held it in 12 quarters. The position peaked at $302K in Q4 2023. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

ARS Wealth Advisors Group reported no remaining Mondelez International position as of Q1 2026 after selling out during the quarter.
ARS Wealth Advisors Group sold 3,786 Mondelez International shares in Q1 2026, an estimated $204K.
ARS Wealth Advisors Group first reported a position in Mondelez International in Q1 2023 and held it in 12 quarters.
ARS Wealth Advisors Group's Mondelez International position peaked at $302K in Q4 2023.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q1 2026, filed 15 Apr 2026.