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Clearstead Advisors’s Mondelez International MDLZ Stock Holding History

Clearstead Advisors’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 		$2.07M Sell
35,879
-3,902
-10% -$226K 0.02% 358
2025
Q4 		$2.14M Buy
39,781
+943
+2% +$54.3K 0.03% 318
2025
Q3 		$2.43M Buy
38,838
+4,590
+13% +$296K 0.03% 291
2025
Q2 		$2.31M Buy
34,248
+1,116
+3% +$74.5K 0.03% 290
2025
Q1 		$2.25M Sell
33,132
-801
-2% -$49.4K 0.03% 280
2024
Q4 		$2.03M Sell
33,933
-1,578
-4% -$104K 0.03% 292
2024
Q3 		$2.62M Buy
35,511
+1,577
+5% +$111K 0.04% 260
2024
Q2 		$2.22M Buy
33,934
+19,600
+137% +$1.34M 0.04% 265
2024
Q1 		$1.03M Sell
14,334
-1,258
-8% -$91.8K 0.05% 224
2023
Q4 		$1.13M Sell
15,592
-14,656
-48% -$1M 0.06% 211
2023
Q3 		$2.1M Buy
30,248
+17,207
+132% +$1.24M 0.06% 208
2023
Q2 		$951K Sell
13,041
-4,412
-25% -$326K 0.06% 209
2023
Q1 		$1.22M Buy
17,453
+5,517
+46% +$365K 0.09% 163
2022
Q4 		$796K Buy
11,936
+37
+0.3% +$2.34K 0.06% 191
2022
Q3 		$652K Buy
11,899
+89
+0.8% +$5.53K 0.06% 194
2022
Q2 		$733K Buy
11,810
+31
+0.3% +$1.96K 0.06% 202
2022
Q1 		$740K Buy
11,779
+1,032
+10% +$67.2K 0.05% 219
2021
Q4 		$713K Buy
10,747
+3,440
+47% +$212K 0.05% 213
2021
Q3 		$425K Buy
7,307
+62
+0.9% +$3.86K 0.03% 265
2021
Q2 		$452K Buy
7,245
+81
+1% +$4.99K 0.03% 240
2021
Q1 		$419K Hold
7,164
– – 0.03% 239
2020
Q4 		$419K Buy
7,164
+51
+0.7% +$2.92K 0.04% 221
2020
Q3 		$409K Sell
7,113
-379
-5% -$21.1K 0.04% 203
2020
Q2 		$383K Buy
7,492
+350
+5% +$18K 0.04% 201
2020
Q1 		$358K Sell
7,142
-1,257
-15% -$68.1K 0.05% 182
2019
Q4 		$463K Sell
8,399
-322
-4% -$17.2K 0.06% 183
2019
Q3 		$482K Sell
8,721
-344
-4% -$18.8K 0.06% 171
2019
Q2 		$489K Buy
9,065
+3,445
+61% +$179K 0.07% 173
2019
Q1 		$281K Sell
5,620
-633
-10% -$29K 0.04% 220
2018
Q4 		$250K Sell
6,253
-319
-5% -$13.6K 0.04% 218
2018
Q3 		$282K Sell
6,572
-1,009
-13% -$43K 0.04% 200
2018
Q2 		$311K Sell
7,581
-1,915
-20% -$77K 0.04% 189
2018
Q1 		$396K Buy
9,496
+1,301
+16% +$56.5K 0.06% 156
2017
Q4 		$351K Sell
8,195
-200
-2% -$8.4K 0.05% 165
2017
Q3 		$341K Sell
8,395
-146
-2% -$6.2K 0.04% 186
2017
Q2 		$369K Buy
8,541
+511
+6% +$23K 0.05% 167
2017
Q1 		$346K Sell
8,030
-150
-2% -$6.65K 0.05% 165
2016
Q4 		$363K Buy
+8,180
New +$352K 0.06% 153

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

Clearstead Advisors's MDLZ Position: Q1 2026 in Review

Clearstead Advisors reduced its Mondelez International (MDLZ) stake by 9.8% in Q1 2026, selling an estimated $226K and leaving 35,879 shares worth $2.07M. The position accounts for 0.02% of the portfolio, ranked #358.

Clearstead Advisors first reported a position in MDLZ in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.62M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Clearstead Advisors held 35,879 shares of Mondelez International worth $2.07M as of Q1 2026.
  • Clearstead Advisors sold 3,902 Mondelez International shares in Q1 2026, an estimated $226K.
  • Mondelez International made up 0.02% of Clearstead Advisors's portfolio in Q1 2026, its #358 holding.
  • Clearstead Advisors first reported a position in Mondelez International in Q4 2016 and has held it in 38 quarters since.
  • Clearstead Advisors's Mondelez International position peaked at $2.62M in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.