Alpha Family Trust’s Mondelez International MDLZ Stock Holding History

Alpha Family Trust’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	$319K	Buy	+5,535	New	+$321K	0.15%	128
2025 Q4	–	Sell	-13,040	Closed	-$815K	–	203
2025 Q3	$815K	Hold	13,040	–	–	0.38%	51
2025 Q2	$879K	Hold	13,040	–	–	0.44%	43
2025 Q1	$885K	Hold	13,040	–	–	0.52%	42
2024 Q4	$779K	Buy	13,040 +3,755	+40%	+$248K	0.44%	37
2024 Q3	$684K	Sell	9,285 -1,585	-15%	-$111K	0.38%	48
2024 Q2	$711K	Buy	10,870 +1,585	+17%	+$109K	0.42%	42
2024 Q1	$650K	Hold	9,285	–	–	0.39%	47
2023 Q4	$673K	Hold	9,285	–	–	0.45%	39
2023 Q3	$644K	Hold	9,285	–	–	0.49%	39
2023 Q2	$677K	Hold	9,285	–	–	0.47%	36
2023 Q1	$647K	Hold	9,285	–	–	0.51%	36
2022 Q4	$619K	Buy	+9,285	New	+$587K	0.56%	39

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

Alpha Family Trust's MDLZ Position: Q1 2026 in Review

Alpha Family Trust opened a new position in Mondelez International (MDLZ) in Q1 2026: 5,535 shares worth $319K. The stake represents 0.15% of the portfolio and ranks #128 among its holdings. This is a return to the name: Alpha Family Trust previously reported a position in MDLZ as recently as Q3 2025.

Alpha Family Trust first reported a position in MDLZ in Q4 2022 and has held it in 13 quarters since. The position peaked at $885K in Q1 2025. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Alpha Family Trust held 5,535 shares of Mondelez International worth $319K as of Q1 2026.
Mondelez International was a new Alpha Family Trust position in Q1 2026.
Mondelez International made up 0.15% of Alpha Family Trust's portfolio in Q1 2026, its #128 holding.
Alpha Family Trust first reported a position in Mondelez International in Q4 2022 and has held it in 13 quarters since.
Alpha Family Trust's Mondelez International position peaked at $885K in Q1 2025.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.