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

Axxcess 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 		– Sell
-42,896
Closed -$2.31M – 751
2025
Q4 		$2.31M Buy
42,896
+1,045
+2% +$60.2K 0.04% 349
2025
Q3 		$2.61M Sell
41,851
-7,665
-15% -$494K 0.06% 263
2025
Q2 		$3.34M Buy
49,516
+1,148
+2% +$76.6K 0.08% 199
2025
Q1 		$3.28M Buy
48,368
+5,551
+13% +$342K 0.09% 184
2024
Q4 		$2.56M Sell
42,817
-6,979
-14% -$462K 0.06% 232
2024
Q3 		$3.67M Sell
49,796
-19,797
-28% -$1.39M 0.09% 173
2024
Q2 		$4.55M Buy
69,593
+5,906
+9% +$405K 0.12% 142
2024
Q1 		$4.46M Buy
63,687
+1,244
+2% +$90.8K 0.12% 140
2023
Q4 		$4.52M Buy
62,443
+18,235
+41% +$1.25M 0.13% 136
2023
Q3 		$3.07M Buy
44,208
+23,737
+116% +$1.71M 0.1% 152
2023
Q2 		$1.49M Sell
20,471
-275
-1% -$20.3K 0.11% 174
2023
Q1 		$1.45M Buy
20,746
+787
+4% +$52.1K 0.11% 175
2022
Q4 		$1.33M Buy
19,959
+3,732
+23% +$236K 0.11% 178
2022
Q3 		$890K Sell
16,227
-1,190
-7% -$73.9K 0.08% 206
2022
Q2 		$1.08M Buy
17,417
+4,037
+30% +$255K 0.1% 179
2022
Q1 		$840K Buy
13,380
+3,918
+41% +$255K 0.07% 247
2021
Q4 		$627K Buy
+9,462
New +$584K 0.05% 310

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

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

Axxcess Wealth Management sold out of Mondelez International (MDLZ) in Q1 2026, closing a stake of 42,896 shares — an estimated $2.31M sold.

Axxcess Wealth Management first reported a position in MDLZ in Q4 2021 and held it in 17 quarters. The position peaked at $4.55M in Q2 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Mondelez International position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 42,896 Mondelez International shares in Q1 2026, an estimated $2.31M.
  • Axxcess Wealth Management first reported a position in Mondelez International in Q4 2021 and held it in 17 quarters.
  • Axxcess Wealth Management's Mondelez International position peaked at $4.55M in Q2 2024.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.