Aviso Wealth Management’s Mondelez International MDLZ Stock Holding History

Aviso Wealth Management’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	$311K	Sell	5,369 -1,409	-21%	-$84.9K	0.11%	118
2026 Q1	$391K	Sell	6,778 -456	-6%	-$26.4K	0.18%	105
2025 Q4	$389K	Sell	7,234 -2,504	-26%	-$144K	0.16%	106
2025 Q3	$608K	Sell	9,738 -3,215	-25%	-$207K	0.27%	80
2025 Q2	$874K	Sell	12,953 -793	-6%	-$52.9K	0.41%	63
2025 Q1	$933K	Sell	13,746 -2,096	-13%	-$129K	0.5%	56
2024 Q4	$946K	Sell	15,842 -3,988	-20%	-$264K	0.48%	55
2024 Q3	$1.46M	Buy	19,830 +1,068	+6%	+$75.1K	0.79%	33
2024 Q2	$1.23M	Buy	18,762 +12,569	+203%	+$862K	0.73%	33
2024 Q1	$433K	Buy	6,193 +1,935	+45%	+$141K	0.27%	86
2023 Q4	$308K	Buy	+4,258	New	+$292K	0.22%	102

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

Aviso Wealth Management's MDLZ Position: Q2 2026 in Review

Aviso Wealth Management reduced its Mondelez International (MDLZ) stake by 21% in Q2 2026, selling an estimated $84.9K and leaving 5,369 shares worth $311K. The position accounts for 0.11% of the portfolio, ranked #118.

Aviso Wealth Management first reported a position in MDLZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.46M in Q3 2024. 1,901 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

Aviso Wealth Management held 5,369 shares of Mondelez International worth $311K as of Q2 2026.
Aviso Wealth Management sold 1,409 Mondelez International shares in Q2 2026, an estimated $84.9K.
Mondelez International made up 0.11% of Aviso Wealth Management's portfolio in Q2 2026, its #118 holding.
Aviso Wealth Management first reported a position in Mondelez International in Q4 2023 and has held it in 11 quarters since.
Aviso Wealth Management's Mondelez International position peaked at $1.46M in Q3 2024.
1,901 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.