AWM
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Aprio Wealth Management’s Mondelez International MDLZ Stock Holding History

Aprio Wealth Management’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 		$737K Buy
12,784
+7,550
+144% +$437K 0.04% 255
2025
Q4 		$654K Buy
5,234
+672
+15% +$38.7K 0.04% 269
2025
Q3 		$285K Buy
4,562
+274
+6% +$17.7K 0.03% 340
2025
Q2 		$289K Buy
4,288
+102
+2% +$6.81K 0.03% 299
2025
Q1 		$284K Buy
+4,186
New +$258K 0.04% 279
2024
Q4 		– Sell
-3,367
Closed -$248K – 320
2024
Q3 		$248K Sell
3,367
-1,178
-26% -$82.8K 0.04% 226
2024
Q2 		$297K Buy
+4,545
New +$312K 0.05% 167

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

Aprio Wealth Management's MDLZ Position: Q1 2026 in Review

Aprio Wealth Management increased its Mondelez International (MDLZ) stake by 144% in Q1 2026, buying an estimated $437K and bringing the position to 12,784 shares worth $737K. The position accounts for 0.04% of the portfolio, ranked #255.

Aprio Wealth Management first reported a position in MDLZ in Q2 2024 and has held it in 7 quarters since. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Aprio Wealth Management held 12,784 shares of Mondelez International worth $737K as of Q1 2026.
  • Aprio Wealth Management bought 7,550 Mondelez International shares in Q1 2026, an estimated $437K.
  • Mondelez International made up 0.04% of Aprio Wealth Management's portfolio in Q1 2026, its #255 holding.
  • Aprio Wealth Management first reported a position in Mondelez International in Q2 2024 and has held it in 7 quarters since.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.