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Beacon Pointe Advisors’s Mondelez International MDLZ Stock Holding History

Beacon Pointe 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 		$22.3M Buy
387,673
+19,934
+5% +$1.15M 0.12% 169
2025
Q4 		$19.8M Sell
367,739
-2,565
-0.7% -$148K 0.14% 163
2025
Q3 		$23.1M Buy
370,304
+92,393
+33% +$5.96M 0.2% 113
2025
Q2 		$18.7M Sell
277,911
-6,594
-2% -$440K 0.2% 116
2025
Q1 		$19.3M Sell
284,505
-106
-0% -$6.53K 0.22% 112
2024
Q4 		$17M Sell
284,611
-8,165
-3% -$540K 0.19% 121
2024
Q3 		$21.6M Buy
292,776
+2,540
+0.9% +$179K 0.25% 94
2024
Q2 		$19M Sell
290,236
-9,958
-3% -$683K 0.22% 106
2024
Q1 		$21M Sell
300,194
-84,170
-22% -$6.14M 0.23% 98
2023
Q4 		$27.8M Buy
384,364
+20,712
+6% +$1.42M 0.33% 63
2023
Q3 		$25.2M Buy
363,652
+289,296
+389% +$20.8M 0.31% 75
2023
Q2 		$5.42M Sell
74,356
-8,004
-10% -$591K 0.09% 202
2023
Q1 		$5.74M Buy
82,360
+17,001
+26% +$1.13M 0.1% 190
2022
Q4 		$4.36M Buy
65,359
+6,053
+10% +$383K 0.08% 212
2022
Q3 		$3.25M Sell
59,306
-821
-1% -$51K 0.07% 226
2022
Q2 		$3.73M Sell
60,127
-20,180
-25% -$1.27M 0.08% 223
2022
Q1 		$5.04M Buy
80,307
+44,590
+125% +$2.9M 0.07% 252
2021
Q4 		$2.37M Sell
35,717
-8,410
-19% -$519K 0.06% 238
2021
Q3 		$2.57M Buy
44,127
+10,455
+31% +$650K 0.06% 248
2021
Q2 		$2.1M Buy
+33,672
New +$2.07M 0.07% 213
2021
Q1 		– Sell
-5,319
Closed -$311K – 558
2020
Q4 		$311K Buy
+5,319
New +$304K 0.02% 358

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

Beacon Pointe Advisors's MDLZ Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Mondelez International (MDLZ) stake by 5.4% in Q1 2026, buying an estimated $1.15M and bringing the position to 387,673 shares worth $22.3M. The position accounts for 0.12% of the portfolio, ranked #169.

Beacon Pointe Advisors first reported a position in MDLZ in Q4 2020 and has held it in 21 quarters since. The position peaked at $27.8M in Q4 2023. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Beacon Pointe Advisors held 387,673 shares of Mondelez International worth $22.3M as of Q1 2026.
  • Beacon Pointe Advisors bought 19,934 Mondelez International shares in Q1 2026, an estimated $1.15M.
  • Mondelez International made up 0.12% of Beacon Pointe Advisors's portfolio in Q1 2026, its #169 holding.
  • Beacon Pointe Advisors first reported a position in Mondelez International in Q4 2020 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's Mondelez International position peaked at $27.8M in Q4 2023.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.