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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aviso Wealth Management's MDLZ Position: Q1 2026 in Review

Aviso Wealth Management reduced its Mondelez International (MDLZ) stake by 6.3% in Q1 2026, selling an estimated $26.4K and leaving 6,778 shares worth $391K. The position accounts for 0.18% of the portfolio, ranked #105.

Aviso Wealth Management first reported a position in MDLZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.46M in Q3 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Aviso Wealth Management held 6,778 shares of Mondelez International worth $391K as of Q1 2026.
Aviso Wealth Management sold 456 Mondelez International shares in Q1 2026, an estimated $26.4K.
Mondelez International made up 0.18% of Aviso Wealth Management's portfolio in Q1 2026, its #105 holding.
Aviso Wealth Management first reported a position in Mondelez International in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Mondelez International position peaked at $1.46M in Q3 2024.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.