Creative Planning’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 | $24.5M | Buy |
425,022
+60,379
| +17% | +$3.5M | 0.02% | 365 |
|
|
2025
Q4 | $19.6M | Sell |
364,643
-48,477
| -12% | -$2.79M | 0.01% | 387 |
|
|
2025
Q3 | $25.8M | Sell |
413,120
-30,758
| -7% | -$1.98M | 0.02% | 304 |
|
|
2025
Q2 | $29.9M | Buy |
443,878
+34,717
| +8% | +$2.32M | 0.03% | 252 |
|
|
2025
Q1 | $27.8M | Buy |
409,161
+66,721
| +19% | +$4.11M | 0.03% | 253 |
|
|
2024
Q4 | $20.5M | Sell |
342,440
-786
| -0.2% | -$52K | 0.02% | 291 |
|
|
2024
Q3 | $25.3M | Buy |
343,226
+15,845
| +5% | +$1.11M | 0.03% | 239 |
|
|
2024
Q2 | $21.4M | Sell |
327,381
-145,855
| -31% | -$10M | 0.02% | 250 |
|
|
2024
Q1 | $33.1M | Buy |
473,236
+13,433
| +3% | +$981K | 0.04% | 182 |
|
|
2023
Q4 | $33.3M | Sell |
459,803
-177,592
| -28% | -$12.2M | 0.06% | 172 |
|
|
2023
Q3 | $44.2M | Buy |
637,395
+162,864
| +34% | +$11.7M | 0.06% | 136 |
|
|
2023
Q2 | $34.6M | Buy |
474,531
+18,286
| +4% | +$1.35M | 0.05% | 156 |
|
|
2023
Q1 | $31.8M | Sell |
456,245
-1,234
| -0.3% | -$81.7K | 0.05% | 156 |
|
|
2022
Q4 | $30.5M | Buy |
457,479
+10,518
| +2% | +$665K | 0.05% | 155 |
|
|
2022
Q3 | $24.5M | Sell |
446,961
-13,607
| -3% | -$845K | 0.04% | 160 |
|
|
2022
Q2 | $28.6M | Sell |
460,568
-1,819
| -0.4% | -$115K | 0.05% | 153 |
|
|
2022
Q1 | $29M | Buy |
462,387
+246,684
| +114% | +$16.1M | 0.05% | 155 |
|
|
2021
Q4 | $14.3M | Sell |
215,703
-2,235
| -1% | -$138K | 0.02% | 229 |
|
|
2021
Q3 | $12.7M | Buy |
217,938
+7,134
| +3% | +$444K | 0.02% | 231 |
|
|
2021
Q2 | $13.2M | Buy |
210,804
+5,232
| +3% | +$322K | 0.02% | 222 |
|
|
2021
Q1 | $12M | Buy |
205,572
+3,761
| +2% | +$212K | 0.02% | 242 |
|
|
2020
Q4 | $11.8M | Buy |
201,811
+9,737
| +5% | +$557K | 0.03% | 228 |
|
|
2020
Q3 | $11M | Sell |
192,074
-2,348
| -1% | -$131K | 0.03% | 194 |
|
|
2020
Q2 | $9.94M | Sell |
194,422
-2,334
| -1% | -$120K | 0.03% | 193 |
|
|
2020
Q1 | $9.85M | Sell |
196,756
-12,506
| -6% | -$677K | 0.03% | 175 |
|
|
2019
Q4 | $11.5M | Sell |
209,262
-7,235
| -3% | -$387K | 0.03% | 170 |
|
|
2019
Q3 | $12M | Buy |
216,497
+7,489
| +4% | +$410K | 0.04% | 159 |
|
|
2019
Q2 | $11.3M | Sell |
209,008
-4,514
| -2% | -$234K | 0.04% | 166 |
|
|
2019
Q1 | $10.7M | Sell |
213,522
-8,385
| -4% | -$385K | 0.04% | 157 |
|
|
2018
Q4 | $8.88M | Buy |
221,907
+16,420
| +8% | +$700K | 0.04% | 162 |
|
|
2018
Q3 | $8.83M | Buy |
205,487
+1,121
| +0.5% | +$47.8K | 0.03% | 181 |
|
|
2018
Q2 | $8.38M | Sell |
204,366
-7,621
| -4% | -$306K | 0.03% | 175 |
|
|
2018
Q1 | $8.85M | Buy |
211,987
+11,508
| +6% | +$500K | 0.04% | 159 |
|
|
2017
Q4 | $8.58M | Buy |
200,479
+16,423
| +9% | +$690K | 0.04% | 159 |
|
|
2017
Q3 | $7.48M | Sell |
184,056
-635
| -0.3% | -$27K | 0.03% | 176 |
|
|
2017
Q2 | $7.98M | Sell |
184,691
-1,518
| -0.8% | -$68.4K | 0.04% | 162 |
|
|
2017
Q1 | $8.02M | Sell |
186,209
-1,999
| -1% | -$88.6K | 0.04% | 159 |
|
|
2016
Q4 | $8.34M | Buy |
188,208
+8,116
| +5% | +$350K | 0.05% | 151 |
|
|
2016
Q3 | $7.91M | Buy |
180,092
+38,001
| +27% | +$1.67M | 0.05% | 150 |
|
|
2016
Q2 | $6.47M | Buy |
142,091
+7,237
| +5% | +$315K | 0.05% | 143 |
|
|
2016
Q1 | $5.41M | Buy |
134,854
+955
| +0.7% | +$38.9K | 0.04% | 154 |
|
|
2015
Q4 | $6M | Buy |
133,899
+1,879
| +1% | +$84.1K | 0.05% | 145 |
|
|
2015
Q3 | $5.53M | Buy |
132,020
+12,132
| +10% | +$523K | 0.05% | 152 |
|
|
2015
Q2 | $4.93M | Buy |
119,888
+10,100
| +9% | +$396K | 0.04% | 148 |
|
|
2015
Q1 | $3.96M | Buy |
109,788
+9,589
| +10% | +$347K | 0.04% | 176 |
|
|
2014
Q4 | $3.64M | Buy |
100,199
+2,411
| +2% | +$87.8K | 0.04% | 173 |
|
|
2014
Q3 | $3.35M | Buy |
97,788
+9,749
| +11% | +$355K | 0.04% | 169 |
|
|
2014
Q2 | $3.31M | Buy |
88,039
+12,123
| +16% | +$443K | 0.04% | 159 |
|
|
2014
Q1 | $2.62M | Sell |
75,916
-2,302
| -3% | -$78.7K | 0.04% | 163 |
|
|
2013
Q4 | $2.76M | Buy |
78,218
+9,645
| +14% | +$321K | 0.05% | 142 |
|
|
2013
Q3 | $2.15M | Buy |
68,573
+1,652
| +2% | +$51.2K | 0.04% | 136 |
|
|
2013
Q2 | $1.91M | Buy |
+66,921
| New | +$2.04M | 0.04% | 138 |
|
Other funds holding MDLZ
VCM
VPM
Creative Planning's MDLZ Position: Q1 2026 in Review
Creative Planning increased its Mondelez International (MDLZ) stake by 17% in Q1 2026, buying an estimated $3.5M and bringing the position to 425,022 shares worth $24.5M. The position accounts for 0.02% of the portfolio, ranked #365.
Creative Planning first reported a position in MDLZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $44.2M in Q3 2023. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.
- Creative Planning held 425,022 shares of Mondelez International worth $24.5M as of Q1 2026.
- Creative Planning bought 60,379 Mondelez International shares in Q1 2026, an estimated $3.5M.
- Mondelez International made up 0.02% of Creative Planning's portfolio in Q1 2026, its #365 holding.
- Creative Planning first reported a position in Mondelez International in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Mondelez International position peaked at $44.2M in Q3 2023.
- 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.