BKM Wealth Management’s Mondelez International MDLZ Stock Holding History

BKM 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	-12,684	Closed	-$683K	–	151
2025 Q4	$683K	Buy	12,684 +447	+4%	+$25.7K	0.25%	88
2025 Q3	$764K	Buy	12,237 +369	+3%	+$23.8K	0.28%	81
2025 Q2	$800K	Sell	11,868 -1,178	-9%	-$78.6K	0.31%	80
2025 Q1	$885K	Buy	13,046 +1,617	+14%	+$99.7K	0.36%	71
2024 Q4	$683K	Sell	11,429 -780	-6%	-$51.6K	0.28%	86
2024 Q3	$899K	Buy	12,209 +2,547	+26%	+$179K	0.37%	74
2024 Q2	$632K	Buy	9,662 +475	+5%	+$32.6K	0.3%	90
2024 Q1	$643K	Buy	9,187 +2,219	+32%	+$162K	0.28%	87
2023 Q4	$505K	Buy	+6,968	New	+$477K	0.22%	99

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

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

BKM Wealth Management sold out of Mondelez International (MDLZ) in Q1 2026, closing a stake of 12,684 shares — an estimated $683K sold.

BKM Wealth Management first reported a position in MDLZ in Q4 2023 and held it in 9 quarters. The position peaked at $899K in Q3 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

BKM Wealth Management reported no remaining Mondelez International position as of Q1 2026 after selling out during the quarter.
BKM Wealth Management sold 12,684 Mondelez International shares in Q1 2026, an estimated $683K.
BKM Wealth Management first reported a position in Mondelez International in Q4 2023 and held it in 9 quarters.
BKM Wealth Management's Mondelez International position peaked at $899K in Q3 2024.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.