Asset Planning Inc’s Mondelez International MDLZ Stock Holding History

Asset Planning Inc’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	$25.5K	Sell	441 -105	-19%	-$6.46K	0.02%	195
2026 Q2	$31.6K	Buy	546 +5	+0.9%	+$301	0.02%	184
2026 Q1	$31.2K	Buy	541 +5	+0.9%	+$290	0.02%	181
2025 Q4	$28.9K	Buy	536 +3	+0.6%	+$173	0.02%	186
2025 Q3	$33.3K	Buy	533 +3	+0.6%	+$193	0.02%	179
2025 Q2	$35.7K	Buy	530 +3	+0.6%	+$200	0.03%	173
2025 Q1	$35.7K	Sell	527 -198	-27%	-$12.2K	0.03%	168
2024 Q4	$43.3K	Buy	+725	New	+$47.9K	0.03%	156

Other funds holding MDLZ

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Asset Planning Inc's MDLZ Position: Q3 2026 in Review

Asset Planning Inc reduced its Mondelez International (MDLZ) stake by 19% in Q3 2026, selling an estimated $6.46K and leaving 441 shares worth $25.5K. The position accounts for 0.02% of the portfolio, ranked #195.

Asset Planning Inc first reported a position in MDLZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $43.3K in Q4 2024. 1,655 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

Asset Planning Inc held 441 shares of Mondelez International worth $25.5K as of Q3 2026.
Asset Planning Inc sold 105 Mondelez International shares in Q3 2026, an estimated $6.46K.
Mondelez International made up 0.02% of Asset Planning Inc's portfolio in Q3 2026, its #195 holding.
Asset Planning Inc first reported a position in Mondelez International in Q4 2024 and has held it in 8 quarters since.
Asset Planning Inc's Mondelez International position peaked at $43.3K in Q4 2024.
1,655 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.