Avantax Planning Partners’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $316K | Sell |
5,474
-2,205
| -29% | -$128K | 0.01% | 344 |
|
|
2025
Q4 | $413K | Buy |
7,679
+56
| +0.7% | +$3.22K | 0.01% | 304 |
|
|
2025
Q3 | $476K | Sell |
7,623
-27
| -0.4% | -$1.74K | 0.01% | 275 |
|
|
2025
Q2 | $516K | Sell |
7,650
-2
| -0% | -$133 | 0.02% | 262 |
|
|
2025
Q1 | $519K | Buy |
7,652
+63
| +0.8% | +$3.88K | 0.02% | 252 |
|
|
2024
Q4 | $453K | Sell |
7,589
-218
| -3% | -$14.4K | 0.02% | 272 |
|
|
2024
Q3 | $575K | Sell |
7,807
-1,549
| -17% | -$109K | 0.02% | 235 |
|
|
2024
Q2 | $612K | Sell |
9,356
-298
| -3% | -$20.4K | 0.02% | 260 |
|
|
2024
Q1 | $676K | Buy |
9,654
+478
| +5% | +$34.9K | 0.02% | 255 |
|
|
2023
Q4 | $665K | Sell |
9,176
-91
| -1% | -$6.24K | 0.03% | 210 |
|
|
2023
Q3 | $643K | Sell |
9,267
-1,029
| -10% | -$74.1K | 0.03% | 200 |
|
|
2023
Q2 | $751K | Buy |
10,296
+145
| +1% | +$10.7K | 0.03% | 196 |
|
|
2023
Q1 | $708K | Sell |
10,151
-56
| -0.5% | -$3.71K | 0.03% | 200 |
|
|
2022
Q4 | $680K | Buy |
10,207
+802
| +9% | +$50.7K | 0.03% | 203 |
|
|
2022
Q3 | $516K | Sell |
9,405
-236
| -2% | -$14.7K | 0.02% | 220 |
|
|
2022
Q2 | $599K | Sell |
9,641
-531
| -5% | -$33.5K | 0.03% | 199 |
|
|
2022
Q1 | $639K | Sell |
10,172
-152
| -1% | -$9.89K | 0.03% | 207 |
|
|
2021
Q4 | $685K | Buy |
10,324
+133
| +1% | +$8.21K | 0.03% | 189 |
|
|
2021
Q3 | $593K | Sell |
10,191
-226
| -2% | -$14.1K | 0.03% | 184 |
|
|
2021
Q2 | $650K | Buy |
10,417
+200
| +2% | +$12.3K | 0.03% | 173 |
|
|
2021
Q1 | $598K | Sell |
10,217
-571
| -5% | -$32.2K | 0.03% | 174 |
|
|
2020
Q4 | $631K | Sell |
10,788
-792
| -7% | -$45.3K | 0.03% | 162 |
|
|
2020
Q3 | $665K | Sell |
11,580
-1,145
| -9% | -$63.7K | 0.04% | 157 |
|
|
2020
Q2 | $651K | Buy |
12,725
+2,583
| +25% | +$133K | 0.04% | 149 |
|
|
2020
Q1 | $508K | Sell |
10,142
-703
| -6% | -$38.1K | 0.04% | 151 |
|
|
2019
Q4 | $597K | Sell |
10,845
-182
| -2% | -$9.74K | 0.04% | 155 |
|
|
2019
Q3 | $610K | Buy |
11,027
+122
| +1% | +$6.67K | 0.04% | 146 |
|
|
2019
Q2 | $605K | Buy |
10,905
+2,968
| +37% | +$154K | 0.04% | 147 |
|
|
2019
Q1 | $396K | Buy |
7,937
+1,656
| +26% | +$76K | 0.03% | 193 |
|
|
2018
Q4 | $251K | Buy |
6,281
+152
| +2% | +$6.48K | 0.02% | 223 |
|
|
2018
Q3 | $263K | Buy |
6,129
+1,165
| +23% | +$49.7K | 0.02% | 208 |
|
|
2018
Q2 | $204K | Sell |
4,964
-13,514
| -73% | -$543K | 0.02% | 226 |
|
|
2018
Q1 | $771K | Buy |
18,478
+17
| +0.1% | +$738 | 0.07% | 123 |
|
|
2017
Q4 | $790K | Sell |
18,461
-1,745
| -9% | -$73.3K | 0.07% | 120 |
|
|
2017
Q3 | $822K | Buy |
20,206
+692
| +4% | +$29.4K | 0.06% | 139 |
|
|
2017
Q2 | $843K | Buy |
19,514
+170
| +0.9% | +$7.67K | 0.07% | 130 |
|
|
2017
Q1 | $833K | Sell |
19,344
-354
| -2% | -$15.7K | 0.07% | 124 |
|
|
2016
Q4 | $873K | Buy |
+19,698
| New | +$849K | 0.09% | 109 |
|
Other funds holding MDLZ
VCM
VPM
Avantax Planning Partners's MDLZ Position: Q1 2026 in Review
Avantax Planning Partners reduced its Mondelez International (MDLZ) stake by 29% in Q1 2026, selling an estimated $128K and leaving 5,474 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #344.
Avantax Planning Partners first reported a position in MDLZ in Q4 2016 and has held it in 38 quarters since. The position peaked at $873K in Q4 2016. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.
- Avantax Planning Partners held 5,474 shares of Mondelez International worth $316K as of Q1 2026.
- Avantax Planning Partners sold 2,205 Mondelez International shares in Q1 2026, an estimated $128K.
- Mondelez International made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #344 holding.
- Avantax Planning Partners first reported a position in Mondelez International in Q4 2016 and has held it in 38 quarters since.
- Avantax Planning Partners's Mondelez International position peaked at $873K in Q4 2016.
- 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.
Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.