Aviso Financial
MDLZ icon

Aviso Financial’s Mondelez International MDLZ Stock Holding History

Aviso Financial’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
Q3 		$1.46M Sell
25,269
-1,061
-4% -$65.3K 0.05% 109
2026
Q2 		$1.52M Sell
26,330
-1,159
-4% -$69.8K 0.05% 111
2026
Q1 		$1.58M Buy
27,489
+5,316
+24% +$308K 0.06% 124
2025
Q4 		$1.19M Buy
22,173
+2,910
+15% +$168K 0.05% 141
2025
Q3 		$1.2M Buy
19,263
+2,005
+12% +$129K 0.05% 150
2025
Q2 		$1.16M Sell
17,258
-248
-1% -$16.5K 0.05% 142
2025
Q1 		$1.19M Buy
17,506
+482
+3% +$29.7K 0.06% 132
2024
Q4 		$1.02M Sell
17,024
-108
-0.6% -$7.14K 0.05% 148
2024
Q3 		$1.26M Sell
17,132
-6,249
-27% -$439K 0.06% 127
2024
Q2 		$1.53M Buy
+23,381
New +$1.6M 0.09% 100

Other funds holding MDLZ

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Aviso Financial's MDLZ Position: Q3 2026 in Review

Aviso Financial reduced its Mondelez International (MDLZ) stake by 4% in Q3 2026, selling an estimated $65.3K and leaving 25,269 shares worth $1.46M. The position accounts for 0.05% of the portfolio, ranked #109.

Aviso Financial first reported a position in MDLZ in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.58M in Q1 2026. 1,290 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • Aviso Financial held 25,269 shares of Mondelez International worth $1.46M as of Q3 2026.
  • Aviso Financial sold 1,061 Mondelez International shares in Q3 2026, an estimated $65.3K.
  • Mondelez International made up 0.05% of Aviso Financial's portfolio in Q3 2026, its #109 holding.
  • Aviso Financial first reported a position in Mondelez International in Q2 2024 and has held it in 10 quarters since.
  • Aviso Financial's Mondelez International position peaked at $1.58M in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on Aviso Financial's 13F filing for Q3 2026, filed 12 Nov 2026.