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Visionary Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Visionary 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 		$208K Sell
3,600
-272
-7% -$15.8K 0.01% 609
2025
Q4 		$208K Sell
3,872
-281
-7% -$16.2K 0.01% 583
2025
Q3 		$259K Sell
4,153
-146
-3% -$9.42K 0.01% 519
2025
Q2 		$290K Sell
4,299
-19
-0.4% -$1.27K 0.01% 466
2025
Q1 		$293K Sell
4,318
-30
-0.7% -$1.85K 0.02% 447
2024
Q4 		$260K Sell
4,348
-295
-6% -$19.5K 0.02% 473
2024
Q3 		$342K Buy
4,643
+1
+0% +$70 0.02% 405
2024
Q2 		$304K Sell
4,642
-543
-10% -$37.3K 0.02% 411
2024
Q1 		$363K Sell
5,185
-12
-0.2% -$876 0.02% 384
2023
Q4 		$376K Sell
5,197
-394
-7% -$27K 0.03% 358
2023
Q3 		$388K Buy
5,591
+1
+0% +$72 0.03% 330
2023
Q2 		$408K Sell
5,590
-163
-3% -$12K 0.03% 320
2023
Q1 		$401K Buy
5,753
+1,014
+21% +$67.2K 0.03% 303
2022
Q4 		$316K Buy
+4,739
New +$300K 0.03% 308
2022
Q3 		– Sell
-4,013
Closed -$249K – 432
2022
Q2 		$249K Sell
4,013
-1,182
-23% -$74.7K 0.02% 355
2022
Q1 		$326K Buy
5,195
+1,233
+31% +$80.3K 0.03% 312
2021
Q4 		$263K Hold
3,962
– – 0.02% 316
2021
Q3 		$231K Buy
3,962
+146
+4% +$9.08K 0.02% 279
2021
Q2 		$238K Buy
3,816
+19
+0.5% +$1.17K 0.02% 297
2021
Q1 		$222K Sell
3,797
-452
-11% -$25.5K 0.02% 295
2020
Q4 		$248K Buy
4,249
+453
+12% +$25.9K 0.03% 259
2020
Q3 		$218K Buy
+3,796
New +$211K 0.03% 234

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

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

Visionary Wealth Advisors reduced its Mondelez International (MDLZ) stake by 7% in Q1 2026, selling an estimated $15.8K and leaving 3,600 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #609.

Visionary Wealth Advisors first reported a position in MDLZ in Q3 2020 and has held it in 22 quarters since. The position peaked at $408K in Q2 2023. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Visionary Wealth Advisors held 3,600 shares of Mondelez International worth $208K as of Q1 2026.
  • Visionary Wealth Advisors sold 272 Mondelez International shares in Q1 2026, an estimated $15.8K.
  • Mondelez International made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #609 holding.
  • Visionary Wealth Advisors first reported a position in Mondelez International in Q3 2020 and has held it in 22 quarters since.
  • Visionary Wealth Advisors's Mondelez International position peaked at $408K in Q2 2023.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

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