Guardian Wealth Advisors (North Carolina)’s Mondelez International MDLZ Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$299K	Sell	5,196 -14	-0.3%	-$811	0.02%	284
2025 Q4	$280K	Sell	5,210 -1,987	-28%	-$114K	0.02%	302
2025 Q3	$450K	Sell	7,197 -961	-12%	-$62K	0.03%	225
2025 Q2	$550K	Buy	8,158 +385	+5%	+$25.7K	0.04%	189
2025 Q1	$527K	Buy	7,773 +1,754	+29%	+$108K	0.04%	181
2024 Q4	$360K	Buy	6,019 +492	+9%	+$32.5K	0.03%	229
2024 Q3	$407K	Sell	5,527 -278	-5%	-$19.5K	0.04%	184
2024 Q2	$380K	Sell	5,805 -1,532	-21%	-$105K	0.04%	180
2024 Q1	$514K	Buy	7,337 +69	+0.9%	+$5.04K	0.06%	151
2023 Q4	$526K	Hold	7,268	–	–	0.08%	130
2023 Q3	$508K	Sell	7,268 -121	-2%	-$8.72K	0.09%	121
2023 Q2	$542K	Buy	7,389 +379	+5%	+$28K	0.09%	113
2023 Q1	$492K	Buy	7,010 +2,623	+60%	+$174K	0.09%	118
2022 Q4	$294K	Hold	4,387	–	–	0.06%	155
2022 Q3	$242K	Buy	+4,387	New	+$272K	0.05%	163

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

Guardian Wealth Advisors (North Carolina)'s MDLZ Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Mondelez International (MDLZ) stake by 0.27% in Q1 2026, selling an estimated $811 and leaving 5,196 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #284.

Guardian Wealth Advisors (North Carolina) first reported a position in MDLZ in Q3 2022 and has held it in 15 quarters since. The position peaked at $550K in Q2 2025. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 5,196 shares of Mondelez International worth $299K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 14 Mondelez International shares in Q1 2026, an estimated $811.
Mondelez International made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #284 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Mondelez International in Q3 2022 and has held it in 15 quarters since.
Guardian Wealth Advisors (North Carolina)'s Mondelez International position peaked at $550K in Q2 2025.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.