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Valued Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Valued 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 		– Sell
-16
Closed -$870 – 764
2025
Q4 		$870 Hold
16
– – ﹤0.01% 483
2025
Q3 		$1.01K Hold
16
– – ﹤0.01% 457
2025
Q2 		$1.09K Buy
+16
New +$1.07K ﹤0.01% 437
2025
Q1 		– Sell
-22
Closed -$1.32K – 664
2024
Q4 		$1.32K Sell
22
-94
-81% -$6.22K ﹤0.01% 447
2024
Q3 		$8.6K Buy
116
+16
+16% +$1.13K 0.01% 234
2024
Q2 		$6.59K Hold
100
– – ﹤0.01% 246
2024
Q1 		$7.04K Sell
100
-12
-11% -$876 0.01% 223
2023
Q4 		$7.82K Buy
+112
New +$7.67K 0.01% 145

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

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

Valued Wealth Advisors sold out of Mondelez International (MDLZ) in Q1 2026, closing a stake of 16 shares — an estimated $870 sold.

Valued Wealth Advisors first reported a position in MDLZ in Q4 2023 and held it in 8 quarters. The position peaked at $8.6K in Q3 2024. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Valued Wealth Advisors reported no remaining Mondelez International position as of Q1 2026 after selling out during the quarter.
  • Valued Wealth Advisors sold 16 Mondelez International shares in Q1 2026, an estimated $870.
  • Valued Wealth Advisors first reported a position in Mondelez International in Q4 2023 and held it in 8 quarters.
  • Valued Wealth Advisors's Mondelez International position peaked at $8.6K in Q3 2024.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Valued Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.