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CreativeOne Wealth’s Mondelez International MDLZ Stock Holding History

CreativeOne Wealth’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 		$321K Sell
5,577
-2,602
-32% -$151K 0.01% 955
2025
Q4 		$440K Buy
8,179
+600
+8% +$34.5K 0.01% 831
2025
Q3 		$473K Sell
7,579
-331
-4% -$21.3K 0.01% 786
2025
Q2 		$533K Sell
7,910
-14,499
-65% -$967K 0.01% 715
2025
Q1 		$1.52M Sell
22,409
-12,624
-36% -$778K 0.05% 363
2024
Q4 		$2.09M Buy
35,033
+19,468
+125% +$1.29M 0.06% 283
2024
Q3 		$1.15M Buy
15,565
+5,922
+61% +$416K 0.04% 394
2024
Q2 		$631K Buy
9,643
+5,242
+119% +$360K 0.03% 423
2024
Q1 		$308K Sell
4,401
-313
-7% -$22.8K 0.01% 711
2023
Q4 		$341K Buy
4,714
+215
+5% +$14.7K 0.02% 463
2023
Q3 		$312K Sell
4,499
-555
-11% -$40K 0.02% 433
2023
Q2 		$369K Sell
5,054
-789
-14% -$58.3K 0.02% 578
2023
Q1 		$407K Buy
5,843
+68
+1% +$4.5K 0.02% 527
2022
Q4 		$385K Buy
5,775
+12
+0.2% +$759 0.02% 503
2022
Q3 		$316K Sell
5,763
-1,665
-22% -$103K 0.02% 521
2022
Q2 		$461K Sell
7,428
-396
-5% -$25K 0.03% 437
2022
Q1 		$491K Buy
7,824
+55
+0.7% +$3.58K 0.03% 435
2021
Q4 		$515K Sell
7,769
-735
-9% -$45.4K 0.03% 446
2021
Q3 		$495K Buy
8,504
+81
+1% +$5.04K 0.03% 411
2021
Q2 		$526K Buy
8,423
+450
+6% +$27.7K 0.03% 371
2021
Q1 		$467K Buy
7,973
+4,451
+126% +$251K 0.04% 339
2020
Q4 		$206K Buy
+3,522
New +$201K 0.02% 478
2020
Q1 		– Sell
-3,951
Closed -$218K – 219
2019
Q4 		$218K Buy
+3,951
New +$211K 0.04% 205

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

CreativeOne Wealth's MDLZ Position: Q1 2026 in Review

CreativeOne Wealth reduced its Mondelez International (MDLZ) stake by 32% in Q1 2026, selling an estimated $151K and leaving 5,577 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #955.

CreativeOne Wealth first reported a position in MDLZ in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.09M in Q4 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • CreativeOne Wealth held 5,577 shares of Mondelez International worth $321K as of Q1 2026.
  • CreativeOne Wealth sold 2,602 Mondelez International shares in Q1 2026, an estimated $151K.
  • Mondelez International made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #955 holding.
  • CreativeOne Wealth first reported a position in Mondelez International in Q4 2019 and has held it in 23 quarters since.
  • CreativeOne Wealth's Mondelez International position peaked at $2.09M in Q4 2024.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.