KA
MDLZ icon

Kovack Advisors’s Mondelez International MDLZ Stock Holding History

Kovack 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 		$235K Sell
4,118
-1,282
-24% -$74.2K 0.01% 853
2025
Q4 		$291K Buy
5,400
+1,316
+32% +$75.8K 0.01% 766
2025
Q3 		$255K Sell
4,084
-120
-3% -$7.74K 0.02% 511
2025
Q2 		$283K Sell
4,204
-830
-16% -$55.4K 0.03% 479
2025
Q1 		$342K Sell
5,034
-68
-1% -$4.19K 0.04% 392
2024
Q4 		$305K Buy
5,102
+867
+20% +$57.3K 0.03% 443
2024
Q3 		$312K Buy
+4,235
New +$298K 0.03% 429
2024
Q2 		– Sell
-3,381
Closed -$237K – 589
2024
Q1 		$237K Buy
+3,381
New +$247K 0.03% 402
2021
Q4 		– Sell
-3,621
Closed -$211K – 749
2021
Q3 		$211K Buy
+3,621
New +$225K 0.02% 641
2020
Q3 		– Sell
-4,050
Closed -$207K – 547
2020
Q2 		$207K Sell
4,050
-4,777
-54% -$245K 0.04% 401
2020
Q1 		$442K Buy
8,827
+1,622
+23% +$87.9K 0.1% 207
2019
Q4 		$397K Sell
7,205
-60
-0.8% -$3.21K 0.07% 297
2019
Q3 		$402K Buy
7,265
+1,224
+20% +$67K 0.08% 273
2019
Q2 		$326K Buy
6,041
+124
+2% +$6.44K 0.07% 290
2019
Q1 		$295K Sell
5,917
-1,012
-15% -$46.4K 0.07% 296
2018
Q4 		$277K Buy
6,929
+945
+16% +$40.3K 0.08% 274
2018
Q3 		$257K Sell
5,984
-3,505
-37% -$150K 0.07% 330
2018
Q2 		$389K Buy
9,489
+1,298
+16% +$52.2K 0.11% 220
2018
Q1 		$342K Buy
8,191
+2,135
+35% +$92.7K 0.09% 272
2017
Q4 		$259K Buy
+6,056
New +$254K 0.07% 339
2017
Q3 		– Sell
-6,807
Closed -$294K – 401
2017
Q2 		$294K Buy
+6,807
New +$307K 0.09% 255

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

Kovack Advisors's MDLZ Position: Q1 2026 in Review

Kovack Advisors reduced its Mondelez International (MDLZ) stake by 24% in Q1 2026, selling an estimated $74.2K and leaving 4,118 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #853.

Kovack Advisors first reported a position in MDLZ in Q2 2017 and has held it in 21 quarters since. The position peaked at $442K in Q1 2020. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Kovack Advisors held 4,118 shares of Mondelez International worth $235K as of Q1 2026.
  • Kovack Advisors sold 1,282 Mondelez International shares in Q1 2026, an estimated $74.2K.
  • Mondelez International made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #853 holding.
  • Kovack Advisors first reported a position in Mondelez International in Q2 2017 and has held it in 21 quarters since.
  • Kovack Advisors's Mondelez International position peaked at $442K in Q1 2020.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

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