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 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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Asset Planning Inc's MDLZ Position: Q2 2026 in Review

Asset Planning Inc increased its Mondelez International (MDLZ) stake by 0.92% in Q2 2026, buying an estimated $301 and bringing the position to 546 shares worth $31.6K. The position accounts for 0.02% of the portfolio, ranked #184.

Asset Planning Inc first reported a position in MDLZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.3K in Q4 2024. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Asset Planning Inc held 546 shares of Mondelez International worth $31.6K as of Q2 2026.
Asset Planning Inc bought 5 Mondelez International shares in Q2 2026, an estimated $301.
Mondelez International made up 0.02% of Asset Planning Inc's portfolio in Q2 2026, its #184 holding.
Asset Planning Inc first reported a position in Mondelez International in Q4 2024 and has held it in 7 quarters since.
Asset Planning Inc's Mondelez International position peaked at $43.3K in Q4 2024.
1,898 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.