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Capital Performance Advisors’s Mondelez International MDLZ Stock Holding History

Capital Performance 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 		$208K Buy
+3,610
New +$209K 0.01% 444
2024
Q4 		– Sell
-273
Closed -$20.1K – 1638
2024
Q3 		$20.1K Buy
+273
New +$19.2K 0.01% 602

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

Capital Performance Advisors's MDLZ Position: Q1 2026 in Review

Capital Performance Advisors opened a new position in Mondelez International (MDLZ) in Q1 2026: 3,610 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: Capital Performance Advisors previously reported a position in MDLZ as recently as Q3 2024.

Capital Performance Advisors first reported a position in MDLZ in Q3 2024 and has held it in 2 quarters since. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Capital Performance Advisors held 3,610 shares of Mondelez International worth $208K as of Q1 2026.
  • Mondelez International was a new Capital Performance Advisors position in Q1 2026.
  • Mondelez International made up 0.01% of Capital Performance Advisors's portfolio in Q1 2026, its #444 holding.
  • Capital Performance Advisors first reported a position in Mondelez International in Q3 2024 and has held it in 2 quarters since.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.