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Beta Wealth Group’s Mondelez International MDLZ Stock Holding History

Beta Wealth Group’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 		$416K Buy
7,223
+204
+3% +$11.8K 0.17% 92
2025
Q4 		$378K Sell
7,019
-297
-4% -$17.1K 0.15% 95
2025
Q3 		$457K Buy
7,316
+87
+1% +$5.61K 0.18% 92
2025
Q2 		$488K Sell
7,229
-95
-1% -$6.34K 0.18% 74
2025
Q1 		$497K Buy
7,324
+103
+1% +$6.35K 0.18% 69
2024
Q4 		$431K Sell
7,221
-48,045
-87% -$3.18M 0.19% 83
2024
Q3 		$4.07M Buy
55,266
+1,095
+2% +$77K 1.84% 18
2024
Q2 		$3.54M Buy
54,171
+4,365
+9% +$299K 1.68% 19
2024
Q1 		$3.49M Sell
49,806
-2,782
-5% -$203K 1.7% 19
2023
Q4 		$3.81M Buy
52,588
+1,485
+3% +$102K 2% 16
2023
Q3 		$3.55M Sell
51,103
-279
-0.5% -$20.1K 2.1% 14
2023
Q2 		$3.75M Sell
51,382
-846
-2% -$62.5K 2.17% 15
2023
Q1 		$3.64M Sell
52,228
-3,724
-7% -$247K 2.08% 16
2022
Q4 		$3.73M Buy
55,952
+3,465
+7% +$219K 2.5% 13
2022
Q3 		$2.88M Sell
52,487
-556
-1% -$34.5K 2.07% 17
2022
Q2 		$3.29M Sell
53,043
-2,018
-4% -$127K 2.21% 18
2022
Q1 		$3.46M Buy
55,061
+2,339
+4% +$152K 2.31% 13
2021
Q4 		$3.07M Hold
52,722
– – 2.21% 19
2021
Q3 		$3.07M Buy
52,722
+287
+0.5% +$17.9K 2.21% 19
2021
Q2 		$3.27M Buy
52,435
+2,627
+5% +$162K 2.28% 17
2021
Q1 		$2.92M Buy
49,808
+3,978
+9% +$225K 2.12% 17
2020
Q4 		$2.68M Buy
+45,830
New +$2.62M 2.3% 17

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

Beta Wealth Group's MDLZ Position: Q1 2026 in Review

Beta Wealth Group increased its Mondelez International (MDLZ) stake by 2.9% in Q1 2026, buying an estimated $11.8K and bringing the position to 7,223 shares worth $416K. The position accounts for 0.17% of the portfolio, ranked #92.

Beta Wealth Group first reported a position in MDLZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.07M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Beta Wealth Group held 7,223 shares of Mondelez International worth $416K as of Q1 2026.
  • Beta Wealth Group bought 204 Mondelez International shares in Q1 2026, an estimated $11.8K.
  • Mondelez International made up 0.17% of Beta Wealth Group's portfolio in Q1 2026, its #92 holding.
  • Beta Wealth Group first reported a position in Mondelez International in Q4 2020 and has held it in 22 quarters since.
  • Beta Wealth Group's Mondelez International position peaked at $4.07M in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.