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Claris Financial’s Mondelez International MDLZ Stock Holding History

Claris Financial’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 		$212K Buy
+3,670
New +$213K 0.12% 167
2025
Q4 		– Sell
-3,647
Closed -$228K – 187
2025
Q3 		$228K Buy
+3,647
New +$235K 0.13% 148
2025
Q2 		– Sell
-4,207
Closed -$251K – 154
2025
Q1 		$251K Hold
4,207
– – 0.17% 133
2024
Q4 		$251K Buy
+4,207
New +$278K 0.17% 133

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

Claris Financial's MDLZ Position: Q1 2026 in Review

Claris Financial opened a new position in Mondelez International (MDLZ) in Q1 2026: 3,670 shares worth $212K. The stake represents 0.12% of the portfolio and ranks #167 among its holdings. This is a return to the name: Claris Financial previously reported a position in MDLZ as recently as Q3 2025.

Claris Financial first reported a position in MDLZ in Q4 2024 and has held it in 4 quarters since. The position peaked at $251K in Q1 2025. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Claris Financial held 3,670 shares of Mondelez International worth $212K as of Q1 2026.
  • Mondelez International was a new Claris Financial position in Q1 2026.
  • Mondelez International made up 0.12% of Claris Financial's portfolio in Q1 2026, its #167 holding.
  • Claris Financial first reported a position in Mondelez International in Q4 2024 and has held it in 4 quarters since.
  • Claris Financial's Mondelez International position peaked at $251K in Q1 2025.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.