Cassaday & Co Wealth Management’s Mondelez International MDLZ Stock Holding History

Cassaday & Co 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	$389K	Sell	6,755 -751	-10%	-$43.5K	0.01%	251
2025 Q4	$404K	Sell	7,506 -2	-0%	-$115	0.01%	244
2025 Q3	$469K	Buy	7,508 +1	+0%	+$64	0.01%	220
2025 Q2	$506K	Buy	7,507 +578	+8%	+$38.6K	0.01%	208
2025 Q1	$470K	Buy	6,929 +322	+5%	+$19.8K	0.01%	207
2024 Q4	$395K	Sell	6,607 -445	-6%	-$29.4K	0.01%	215
2024 Q3	$520K	Sell	7,052 -58	-0.8%	-$4.08K	0.01%	180
2024 Q2	$465K	Buy	7,110 +119	+2%	+$8.16K	0.01%	181
2024 Q1	$489K	Sell	6,991 -173	-2%	-$12.6K	0.02%	172
2023 Q4	$519K	Hold	7,164	–	–	0.02%	161
2023 Q3	$497K	Buy	7,164 +61	+0.9%	+$4.4K	0.02%	152
2023 Q2	$518K	Sell	7,103 -241	-3%	-$17.8K	0.02%	151
2023 Q1	$512K	Buy	7,344 +240	+3%	+$15.9K	0.02%	151
2022 Q4	$473K	Buy	+7,104	New	+$449K	0.02%	150

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

Cassaday & Co Wealth Management's MDLZ Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Mondelez International (MDLZ) stake by 10% in Q1 2026, selling an estimated $43.5K and leaving 6,755 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #251.

Cassaday & Co Wealth Management first reported a position in MDLZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $520K in Q3 2024. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Cassaday & Co Wealth Management held 6,755 shares of Mondelez International worth $389K as of Q1 2026.
Cassaday & Co Wealth Management sold 751 Mondelez International shares in Q1 2026, an estimated $43.5K.
Mondelez International made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #251 holding.
Cassaday & Co Wealth Management first reported a position in Mondelez International in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's Mondelez International position peaked at $520K in Q3 2024.
1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.