Investmark Advisory Group’s Mondelez International MDLZ Stock Holding History

Investmark Advisory Group’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	$645K	Buy	11,189 +4,479	+67%	+$259K	0.28%	66
2025 Q4	$361K	Sell	6,710 -1,000	-13%	-$57.6K	0.15%	93
2025 Q3	$482K	Hold	7,710	–	–	0.21%	78
2025 Q2	$520K	Hold	7,710	–	–	0.24%	71
2025 Q1	$523K	Buy	+7,710	New	+$475K	0.26%	64
2024 Q4	–	Sell	-12,006	Closed	-$885K	–	122
2024 Q3	$885K	Buy	+12,006	New	+$844K	0.43%	47
2022 Q1	–	Sell	-863	Closed	-$57K	–	260
2021 Q4	$57K	Buy	+863	New	+$53.3K	0.05%	155

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

Investmark Advisory Group's MDLZ Position: Q1 2026 in Review

Investmark Advisory Group increased its Mondelez International (MDLZ) stake by 67% in Q1 2026, buying an estimated $259K and bringing the position to 11,189 shares worth $645K. The position accounts for 0.28% of the portfolio, ranked #66.

Investmark Advisory Group first reported a position in MDLZ in Q4 2021 and has held it in 7 quarters since. The position peaked at $885K in Q3 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Investmark Advisory Group held 11,189 shares of Mondelez International worth $645K as of Q1 2026.
Investmark Advisory Group bought 4,479 Mondelez International shares in Q1 2026, an estimated $259K.
Mondelez International made up 0.28% of Investmark Advisory Group's portfolio in Q1 2026, its #66 holding.
Investmark Advisory Group first reported a position in Mondelez International in Q4 2021 and has held it in 7 quarters since.
Investmark Advisory Group's Mondelez International position peaked at $885K in Q3 2024.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.