Axim Planning & Wealth’s Mondelez International MDLZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$267K Hold
4,628
0.32% 59
2025
Q4
$249K Sell
4,628
-96
-2% -$5.53K 0.26% 58
2025
Q3
$295K Buy
4,724
+217
+5% +$14K 0.23% 51
2025
Q2
$304K Hold
4,507
0.28% 28
2025
Q1
$306K Hold
4,507
0.27% 16
2024
Q4
$269K Buy
4,507
+139
+3% +$9.19K 0.29% 28
2024
Q3
$322K Hold
4,368
0.36% 18
2024
Q2
$286K Hold
4,368
0.34% 16
2024
Q1
$306K Hold
4,368
0.25% 14
2023
Q4
$316K Hold
4,368
0.29% 14
2023
Q3
$303K Hold
4,368
0.27% 17
2023
Q2
$319K Hold
4,368
0.29% 16
2023
Q1
$305K Hold
4,368
0.3% 16
2022
Q4
$291K Buy
+4,368
New +$276K 0.3% 19

Other funds holding MDLZ

Axim Planning & Wealth's MDLZ Position: Q1 2026 in Review

Axim Planning & Wealth held its Mondelez International (MDLZ) position steady in Q1 2026 at 4,628 shares worth $267K. The position accounts for 0.32% of the portfolio, ranked #59.

Axim Planning & Wealth first reported a position in MDLZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $322K in Q3 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Axim Planning & Wealth held 4,628 shares of Mondelez International worth $267K as of Q1 2026.
  • Axim Planning & Wealth left its Mondelez International share count unchanged in Q1 2026.
  • Mondelez International made up 0.32% of Axim Planning & Wealth's portfolio in Q1 2026, its #59 holding.
  • Axim Planning & Wealth first reported a position in Mondelez International in Q4 2022 and has held it in 14 quarters since.
  • Axim Planning & Wealth's Mondelez International position peaked at $322K in Q3 2024.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.