AAS
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Avantax Advisory Services’s Mondelez International MDLZ Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$7.18M Buy
106,535
+8,520
+9% +$568K 0.04% 342
2025
Q1 		$6.65M Buy
98,015
+4,691
+5% +$289K 0.04% 335
2024
Q4 		$5.57M Sell
93,324
-3,025
-3% -$200K 0.04% 366
2024
Q3 		$7.1M Buy
96,349
+1,520
+2% +$107K 0.05% 307
2024
Q2 		$6.21M Buy
94,829
+53,854
+131% +$3.69M 0.04% 316
2024
Q1 		$2.87M Sell
40,975
-5,643
-12% -$412K 0.03% 446
2023
Q4 		$3.38M Buy
46,618
+1,541
+3% +$106K 0.03% 364
2023
Q3 		$3.13M Sell
45,077
-1,386
-3% -$99.9K 0.04% 348
2023
Q2 		$3.39M Buy
46,463
+1,910
+4% +$141K 0.04% 329
2023
Q1 		$3.11M Buy
44,553
+2,954
+7% +$196K 0.04% 341
2022
Q4 		$2.77M Buy
41,599
+690
+2% +$43.6K 0.04% 345
2022
Q3 		$2.24M Sell
40,909
-2,595
-6% -$161K 0.03% 350
2022
Q2 		$2.7M Buy
43,504
+3,962
+10% +$250K 0.04% 315
2022
Q1 		$2.48M Sell
39,542
-805
-2% -$52.4K 0.03% 331
2021
Q4 		$2.68M Buy
40,347
+1,195
+3% +$73.7K 0.04% 307
2021
Q3 		$2.28M Buy
39,152
+646
+2% +$40.2K 0.04% 316
2021
Q2 		$2.4M Sell
38,506
-1,361
-3% -$83.8K 0.04% 295
2021
Q1 		$2.34M Buy
39,867
+2,834
+8% +$160K 0.05% 260
2020
Q4 		$2.17M Sell
37,033
-27,234
-42% -$1.56M 0.05% 258
2020
Q3 		$3.69M Buy
64,267
+28,790
+81% +$1.6M 0.06% 248
2020
Q2 		$1.81M Buy
35,477
+1,457
+4% +$74.8K 0.05% 233
2020
Q1 		$1.71M Buy
34,020
+467
+1% +$25.3K 0.05% 214
2019
Q4 		$1.86M Buy
33,553
+9,881
+42% +$529K 0.04% 224
2019
Q3 		$1.31M Buy
23,672
+70
+0.3% +$3.83K 0.05% 179
2019
Q2 		$1.27M Sell
23,602
-2,213
-9% -$115K 0.06% 162
2019
Q1 		$1.29M Buy
25,815
+1,919
+8% +$88K 0.07% 150
2018
Q4 		$960K Buy
+23,896
New +$1.02M 0.16% 133

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's MDLZ Position: Q2 2025 in Review

Avantax Advisory Services increased its Mondelez International (MDLZ) stake by 8.7% in Q2 2025, buying an estimated $568K and bringing the position to 106,535 shares worth $7.18M. The position accounts for 0.04% of the portfolio, ranked #342.

Avantax Advisory Services first reported a position in MDLZ in Q4 2018 and has held it in 27 quarters since. 1,987 funds tracked by Wall St. Rank hold MDLZ as of Q2 2025.

  • Avantax Advisory Services held 106,535 shares of Mondelez International worth $7.18M as of Q2 2025.
  • Avantax Advisory Services bought 8,520 Mondelez International shares in Q2 2025, an estimated $568K.
  • Mondelez International made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #342 holding.
  • Avantax Advisory Services first reported a position in Mondelez International in Q4 2018 and has held it in 27 quarters since.
  • 1,987 funds tracked by Wall St. Rank held Mondelez International as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.