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 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 $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

Asset Planning Inc's MDLZ Position: Q1 2026 in Review

Asset Planning Inc increased its Mondelez International (MDLZ) stake by 0.93% in Q1 2026, buying an estimated $290 and bringing the position to 541 shares worth $31.2K. The position accounts for 0.02% of the portfolio, ranked #181.

Asset Planning Inc first reported a position in MDLZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $43.3K in Q4 2024. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Asset Planning Inc held 541 shares of Mondelez International worth $31.2K as of Q1 2026.
Asset Planning Inc bought 5 Mondelez International shares in Q1 2026, an estimated $290.
Mondelez International made up 0.02% of Asset Planning Inc's portfolio in Q1 2026, its #181 holding.
Asset Planning Inc first reported a position in Mondelez International in Q4 2024 and has held it in 6 quarters since.
Asset Planning Inc's Mondelez International position peaked at $43.3K in Q4 2024.
1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.