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AssuredPartners Investment Advisors’s Mondelez International MDLZ Stock Holding History

AssuredPartners Investment Advisors’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 		$218K Sell
3,728
-2,278
-38% -$132K 0.02% 373
2025
Q4 		$323K Buy
6,006
+2,597
+76% +$150K 0.05% 263
2025
Q3 		$213K Buy
+3,409
New +$220K 0.05% 251
2025
Q2 		– Sell
-8,889
Closed -$603K – 299
2025
Q1 		$603K Buy
8,889
+688
+8% +$42.4K 0.12% 177
2024
Q4 		$490K Buy
+8,201
New +$542K 0.1% 202

Other funds holding MDLZ

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AssuredPartners Investment Advisors's MDLZ Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Mondelez International (MDLZ) stake by 38% in Q1 2026, selling an estimated $132K and leaving 3,728 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #373.

AssuredPartners Investment Advisors first reported a position in MDLZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $603K in Q1 2025. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • AssuredPartners Investment Advisors held 3,728 shares of Mondelez International worth $218K as of Q1 2026.
  • AssuredPartners Investment Advisors sold 2,278 Mondelez International shares in Q1 2026, an estimated $132K.
  • Mondelez International made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #373 holding.
  • AssuredPartners Investment Advisors first reported a position in Mondelez International in Q4 2024 and has held it in 5 quarters since.
  • AssuredPartners Investment Advisors's Mondelez International position peaked at $603K in Q1 2025.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.