Cascade Financial Partners’s Mondelez International MDLZ Stock Holding History

Cascade Financial 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	$293K	Hold	5,082	–	–	0.03%	212
2025 Q4	$274K	Hold	5,082	–	–	0.03%	221
2025 Q3	$317K	Sell	5,082 -150	-3%	-$9.68K	0.04%	198
2025 Q2	$353K	Hold	5,232	–	–	0.04%	188
2025 Q1	$355K	Buy	5,232 +26	+0.5%	+$1.6K	0.04%	185
2024 Q4	$311K	Sell	5,206 -11	-0.2%	-$727	0.04%	183
2024 Q3	$372K	Buy	5,217 +150	+3%	+$10.5K	0.05%	167
2024 Q2	$332K	Hold	5,067	–	–	0.04%	169
2024 Q1	$338K	Buy	+5,067	New	+$370K	0.05%	169

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

Cascade Financial Partners's MDLZ Position: Q1 2026 in Review

Cascade Financial Partners held its Mondelez International (MDLZ) position steady in Q1 2026 at 5,082 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #212.

Cascade Financial Partners first reported a position in MDLZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $372K in Q3 2024. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Cascade Financial Partners held 5,082 shares of Mondelez International worth $293K as of Q1 2026.
Cascade Financial Partners left its Mondelez International share count unchanged in Q1 2026.
Mondelez International made up 0.03% of Cascade Financial Partners's portfolio in Q1 2026, its #212 holding.
Cascade Financial Partners first reported a position in Mondelez International in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Mondelez International position peaked at $372K in Q3 2024.
1,898 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.