Connecticut Wealth Management’s Mondelez International MDLZ Stock Holding History

Connecticut 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	$502K	Buy	8,705 +1,447	+20%	+$83.8K	0.02%	227
2025 Q4	$391K	Sell	7,258 -300	-4%	-$17.3K	0.02%	241
2025 Q3	$472K	Sell	7,558 -2,000	-21%	-$129K	0.02%	239
2025 Q2	$645K	Sell	9,558 -28	-0.3%	-$1.87K	0.03%	197
2025 Q1	$650K	Sell	9,586 -1,491	-13%	-$91.9K	0.03%	189
2024 Q4	$662K	Buy	11,077 +208	+2%	+$13.8K	0.03%	163
2024 Q3	$801K	Buy	10,869 +150	+1%	+$10.5K	0.04%	177
2024 Q2	$701K	Buy	10,719 +1,903	+22%	+$131K	0.04%	192
2024 Q1	$617K	Sell	8,816 -117	-1%	-$8.54K	0.03%	196
2023 Q4	$647K	Sell	8,933 -473	-5%	-$32.4K	0.04%	188
2023 Q3	$653K	Buy	9,406 +5,075	+117%	+$366K	0.04%	146
2023 Q2	$316K	Buy	+4,331	New	+$320K	0.02%	197

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

Connecticut Wealth Management's MDLZ Position: Q1 2026 in Review

Connecticut Wealth Management increased its Mondelez International (MDLZ) stake by 20% in Q1 2026, buying an estimated $83.8K and bringing the position to 8,705 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #227.

Connecticut Wealth Management first reported a position in MDLZ in Q2 2023 and has held it in 12 quarters since. The position peaked at $801K in Q3 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Connecticut Wealth Management held 8,705 shares of Mondelez International worth $502K as of Q1 2026.
Connecticut Wealth Management bought 1,447 Mondelez International shares in Q1 2026, an estimated $83.8K.
Mondelez International made up 0.02% of Connecticut Wealth Management's portfolio in Q1 2026, its #227 holding.
Connecticut Wealth Management first reported a position in Mondelez International in Q2 2023 and has held it in 12 quarters since.
Connecticut Wealth Management's Mondelez International position peaked at $801K in Q3 2024.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.