Herold Advisors’s Mondelez International MDLZ Stock Holding History

Herold 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	$282K	Sell	4,895 -200	-4%	-$11.6K	0.06%	223
2025 Q4	$274K	Buy	5,095 +1,795	+54%	+$103K	0.06%	216
2025 Q3	$206K	Hold	3,300	–	–	0.05%	235
2025 Q2	$223K	Hold	3,300	–	–	0.05%	282
2025 Q1	$224K	Sell	3,300 -252	-7%	-$15.5K	0.05%	249
2024 Q4	$212K	Buy	3,552 +252	+8%	+$16.7K	0.05%	259
2024 Q3	$243K	Hold	3,300	–	–	0.05%	241
2024 Q2	$216K	Hold	3,300	–	–	0.05%	243
2024 Q1	$231K	Buy	3,300 +300	+10%	+$21.9K	0.06%	240
2023 Q4	$217K	Hold	3,000	–	–	0.06%	227
2023 Q3	$208K	Hold	3,000	–	–	0.06%	231
2023 Q2	$219K	Hold	3,000	–	–	0.07%	225
2023 Q1	$209K	Buy	+3,000	New	+$199K	0.07%	218
2022 Q2	–	Sell	-3,000	Closed	-$188K	–	466
2022 Q1	$188K	Buy	+3,000	New	+$195K	0.07%	206
2021 Q4	–	Sell	-3,000	Closed	-$174K	–	454
2021 Q3	$174K	Buy	+3,000	New	+$187K	0.07%	216

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

Herold Advisors's MDLZ Position: Q1 2026 in Review

Herold Advisors reduced its Mondelez International (MDLZ) stake by 3.9% in Q1 2026, selling an estimated $11.6K and leaving 4,895 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #223.

Herold Advisors first reported a position in MDLZ in Q3 2021 and has held it in 15 quarters since. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Herold Advisors held 4,895 shares of Mondelez International worth $282K as of Q1 2026.
Herold Advisors sold 200 Mondelez International shares in Q1 2026, an estimated $11.6K.
Mondelez International made up 0.06% of Herold Advisors's portfolio in Q1 2026, its #223 holding.
Herold Advisors first reported a position in Mondelez International in Q3 2021 and has held it in 15 quarters since.
1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.