Ballast Advisors’s Mondelez International MDLZ Stock Holding History

Ballast 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	$34K	Buy	+589	New	+$34.1K	0.01%	247

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

Ballast Advisors's MDLZ Position: Q1 2026 in Review

Ballast Advisors opened a new position in Mondelez International (MDLZ) in Q1 2026: 589 shares worth $34K. The stake represents 0.01% of the portfolio and ranks #247 among its holdings.

1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Ballast Advisors held 589 shares of Mondelez International worth $34K as of Q1 2026.
Mondelez International was a new Ballast Advisors position in Q1 2026.
Mondelez International made up 0.01% of Ballast Advisors's portfolio in Q1 2026, its #247 holding.
1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

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