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Garton & Associates Financial Advisors’s Mondelez International MDLZ Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-229
Closed -$12.4K – 455
2025
Q4 		$12.4K Buy
+229
New +$13.2K 0.01% 780

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Garton & Associates Financial Advisors's MDLZ Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Mondelez International (MDLZ) in Q1 2026, closing a stake of 229 shares — an estimated $12.4K sold.

Garton & Associates Financial Advisors first reported a position in MDLZ in Q4 2025 and held it in 1 quarter. The position peaked at $12.4K in Q4 2025. 1,907 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Mondelez International position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 229 Mondelez International shares in Q1 2026, an estimated $12.4K.
  • Garton & Associates Financial Advisors first reported a position in Mondelez International in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Mondelez International position peaked at $12.4K in Q4 2025.
  • 1,907 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.