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Heritage Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Heritage Wealth 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 		$1.72M Sell
29,904
-519
-2% -$30.1K 0.07% 58
2025
Q4 		$1.64M Sell
30,423
-349
-1% -$20.1K 0.06% 76
2025
Q3 		$1.92M Hold
30,772
– – 0.08% 58
2025
Q2 		$2.08M Sell
30,772
-472
-2% -$31.5K 0.1% 57
2025
Q1 		$2.12M Sell
31,244
-2,093
-6% -$129K 0.11% 55
2024
Q4 		$1.99M Sell
33,337
-119
-0.4% -$7.87K 0.1% 60
2024
Q3 		$2.46M Sell
33,456
-59
-0.2% -$4.15K 0.12% 54
2024
Q2 		$2.19M Sell
33,515
-1,600
-5% -$110K 0.1% 56
2024
Q1 		$2.46M Sell
35,115
-200
-0.6% -$14.6K 0.11% 55
2023
Q4 		$2.56M Buy
35,315
+321
+0.9% +$22K 0.13% 52
2023
Q3 		$2.43M Hold
34,994
– – 0.13% 50
2023
Q2 		$2.55M Buy
34,994
+2,427
+7% +$179K 0.14% 48
2023
Q1 		$2.27M Sell
32,567
-2,267
-7% -$150K 0.13% 49
2022
Q4 		$2.32M Buy
34,834
+23
+0.1% +$1.45K 0.13% 52
2022
Q3 		$1.91M Hold
34,811
– – 0.14% 50
2022
Q2 		$2.16M Sell
34,811
-304
-0.9% -$19.2K 0.15% 47
2022
Q1 		$2.21M Sell
35,115
-783
-2% -$51K 0.12% 53
2021
Q4 		$2.38M Hold
35,898
– – 0.13% 57
2021
Q3 		$2.09M Buy
35,898
+622
+2% +$38.7K 0.13% 56
2021
Q2 		$2.2M Buy
35,276
+2,101
+6% +$129K 0.14% 55
2021
Q1 		$1.94M Sell
33,175
-2,027
-6% -$114K 0.12% 58
2020
Q4 		$2.06M Buy
35,202
+2,288
+7% +$131K 0.13% 58
2020
Q3 		$1.89M Buy
32,914
+419
+1% +$23.3K 0.24% 43
2020
Q2 		$1.66M Sell
32,495
-240
-0.7% -$12.3K 0.23% 41
2020
Q1 		$1.64M Buy
32,735
+730
+2% +$39.5K 0.29% 41
2019
Q4 		$1.76M Buy
32,005
+609
+2% +$32.6K 0.23% 39
2019
Q3 		$1.74M Sell
31,396
-1,079
-3% -$59K 0.26% 38
2019
Q2 		$1.75M Hold
32,475
– – 0.27% 39
2019
Q1 		$1.62M Sell
32,475
-100
-0.3% -$4.59K 0.27% 38
2018
Q4 		$1.3M Hold
32,575
– – 0.25% 48
2018
Q3 		$1.4M Sell
32,575
-1,200
-4% -$51.2K 0.27% 43
2018
Q2 		$1.39M Sell
33,775
-292
-0.9% -$11.7K 0.52% 41
2018
Q1 		$1.42M Buy
34,067
+1
+0% +$43 0.59% 36
2017
Q4 		$1.46M Buy
34,066
+2
+0% +$84 0.62% 35
2017
Q3 		$1.39M Buy
34,064
+138
+0.4% +$5.86K 0.7% 33
2017
Q2 		$1.46M Buy
33,926
+2,428
+8% +$109K 0.76% 31
2017
Q1 		$1.36M Buy
31,498
+2
+0% +$89 0.73% 31
2016
Q4 		$1.4M Buy
31,496
+1
+0% +$43 0.91% 18
2016
Q3 		$1.38M Buy
31,495
+602
+2% +$26.4K 0.96% 17
2016
Q2 		$1.41M Buy
30,893
+1,600
+5% +$69.7K 0.95% 17
2016
Q1 		$1.18M Hold
29,293
– – 0.92% 16
2015
Q4 		$1.31M Sell
29,293
-228
-0.8% -$10.2K 1.11% 13
2015
Q3 		$1.24M Buy
29,521
+194
+0.7% +$8.36K 1.06% 14
2015
Q2 		$1.21M Hold
29,327
– – 1% 18
2015
Q1 		$1.06M Hold
29,327
– – 0.87% 18
2014
Q4 		$1.06M Buy
29,327
+1,893
+7% +$68.9K 0.95% 15
2014
Q3 		$939K Buy
27,434
+283
+1% +$10.3K 0.98% 19
2014
Q2 		$1.02M Hold
27,151
– – 1.09% 15
2014
Q1 		$937K Buy
27,151
+7,369
+37% +$252K 1.08% 16
2013
Q4 		$697K Buy
+19,782
New +$657K 0.88% 22

Other funds holding MDLZ

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Advisors's MDLZ Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Mondelez International (MDLZ) stake by 1.7% in Q1 2026, selling an estimated $30.1K and leaving 29,904 shares worth $1.72M. The position accounts for 0.07% of the portfolio, ranked #58.

Heritage Wealth Advisors first reported a position in MDLZ in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.56M in Q4 2023. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Heritage Wealth Advisors held 29,904 shares of Mondelez International worth $1.72M as of Q1 2026.
  • Heritage Wealth Advisors sold 519 Mondelez International shares in Q1 2026, an estimated $30.1K.
  • Mondelez International made up 0.07% of Heritage Wealth Advisors's portfolio in Q1 2026, its #58 holding.
  • Heritage Wealth Advisors first reported a position in Mondelez International in Q4 2013 and has held it in 50 quarters since.
  • Heritage Wealth Advisors's Mondelez International position peaked at $2.56M in Q4 2023.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.