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Burling Wealth Partners’s Mondelez International MDLZ Stock Holding History

Burling Wealth Partners’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 		$2.94M Buy
51,002
+15,475
+44% +$896K 0.48% 56
2025
Q4 		$1.91M Buy
35,527
+8,253
+30% +$475K 0.3% 72
2025
Q3 		$1.7M Buy
27,274
+3,467
+15% +$224K 0.28% 74
2025
Q2 		$1.61M Sell
23,807
-271
-1% -$18.1K 0.3% 75
2025
Q1 		$1.63M Sell
24,078
-146
-0.6% -$9K 0.34% 69
2024
Q4 		$1.45M Buy
+24,224
New +$1.6M 0.3% 80

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

Burling Wealth Partners's MDLZ Position: Q1 2026 in Review

Burling Wealth Partners increased its Mondelez International (MDLZ) stake by 44% in Q1 2026, buying an estimated $896K and bringing the position to 51,002 shares worth $2.94M. The position accounts for 0.48% of the portfolio, ranked #56.

Burling Wealth Partners first reported a position in MDLZ in Q4 2024 and has held it in 6 quarters since. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Burling Wealth Partners held 51,002 shares of Mondelez International worth $2.94M as of Q1 2026.
  • Burling Wealth Partners bought 15,475 Mondelez International shares in Q1 2026, an estimated $896K.
  • Mondelez International made up 0.48% of Burling Wealth Partners's portfolio in Q1 2026, its #56 holding.
  • Burling Wealth Partners first reported a position in Mondelez International in Q4 2024 and has held it in 6 quarters since.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.