Center for Wealth Management Advisory’s Mondelez International MDLZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.82M Buy
31,552
+6,338
+25% +$367K 1.31% 20
2025
Q4
$1.36M Buy
+25,214
New +$1.45M 1% 34

Other funds holding MDLZ

Center for Wealth Management Advisory's MDLZ Position: Q1 2026 in Review

Center for Wealth Management Advisory increased its Mondelez International (MDLZ) stake by 25% in Q1 2026, buying an estimated $367K and bringing the position to 31,552 shares worth $1.82M. The position accounts for 1.31% of the portfolio, ranked #20.

Center for Wealth Management Advisory first reported a position in MDLZ in Q4 2025 and has held it in 2 quarters since. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Center for Wealth Management Advisory held 31,552 shares of Mondelez International worth $1.82M as of Q1 2026.
  • Center for Wealth Management Advisory bought 6,338 Mondelez International shares in Q1 2026, an estimated $367K.
  • Mondelez International made up 1.31% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #20 holding.
  • Center for Wealth Management Advisory first reported a position in Mondelez International in Q4 2025 and has held it in 2 quarters since.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.