Heritage Wealth Management (Ohio)’s Mondelez International MDLZ Stock Holding History

Heritage Wealth Management (Ohio)’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	-18,565	Closed	-$999K	–	208
2025 Q4	$999K	Sell	18,565 -350	-2%	-$20.2K	0.28%	87
2025 Q3	$1.18M	Buy	18,915 +50	+0.3%	+$3.23K	0.35%	75
2025 Q2	$1.27M	Sell	18,865 -794	-4%	-$53K	0.41%	64
2025 Q1	$1.33M	Sell	19,659 -100	-0.5%	-$6.16K	0.45%	56
2024 Q4	$1.18M	Sell	19,759 -200	-1%	-$13.2K	0.39%	67
2024 Q3	$1.47M	Sell	19,959 -1,144	-5%	-$80.4K	0.48%	52
2024 Q2	$1.41M	Buy	+21,103	New	+$1.45M	0.47%	55

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

Heritage Wealth Management (Ohio)'s MDLZ Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Mondelez International (MDLZ) in Q1 2026, closing a stake of 18,565 shares — an estimated $999K sold.

Heritage Wealth Management (Ohio) first reported a position in MDLZ in Q2 2024 and held it in 7 quarters. The position peaked at $1.47M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Heritage Wealth Management (Ohio) reported no remaining Mondelez International position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 18,565 Mondelez International shares in Q1 2026, an estimated $999K.
Heritage Wealth Management (Ohio) first reported a position in Mondelez International in Q2 2024 and held it in 7 quarters.
Heritage Wealth Management (Ohio)'s Mondelez International position peaked at $1.47M in Q3 2024.
1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.