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
2015
Q4
Sell
-300
Closed -$1K 4507
2015
Q3
$1K Buy
+300
New +$12.9K ﹤0.01% 4111

Other funds holding MDLZ

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.