Cherry Tree Wealth Management’s Mondelez International MDLZ Stock Holding History

Cherry Tree 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	$29K	Buy	503 +2	+0.4%	+$116	0.01%	315
2025 Q4	$27K	Buy	501 +3	+0.6%	+$173	0.01%	321
2025 Q3	$31.1K	Buy	498 +2	+0.4%	+$129	0.01%	295
2025 Q2	$33.5K	Sell	496 -20	-4%	-$1.33K	0.01%	286
2025 Q1	$35K	Sell	516 -248	-32%	-$15.3K	0.01%	288
2024 Q4	$45.6K	Buy	764 +2	+0.3%	+$132	0.01%	261
2024 Q3	$56.1K	Buy	762 +2	+0.3%	+$141	0.01%	250
2024 Q2	$49.8K	Sell	760 -24	-3%	-$1.65K	0.01%	251
2024 Q1	$54.8K	Buy	784 +1	+0.1%	+$73	0.01%	244
2023 Q4	$56.7K	Buy	783 +2	+0.3%	+$137	0.02%	235
2023 Q3	$54.2K	Buy	781 +1	+0.1%	+$72	0.02%	226
2023 Q2	$56.9K	Buy	+780	New	+$57.6K	0.02%	220

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

Cherry Tree Wealth Management's MDLZ Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Mondelez International (MDLZ) stake by 0.4% in Q1 2026, buying an estimated $116 and bringing the position to 503 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #315.

Cherry Tree Wealth Management first reported a position in MDLZ in Q2 2023 and has held it in 12 quarters since. The position peaked at $56.9K in Q2 2023. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Cherry Tree Wealth Management held 503 shares of Mondelez International worth $29K as of Q1 2026.
Cherry Tree Wealth Management bought 2 Mondelez International shares in Q1 2026, an estimated $116.
Mondelez International made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #315 holding.
Cherry Tree Wealth Management first reported a position in Mondelez International in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Mondelez International position peaked at $56.9K in Q2 2023.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.