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Curio Wealth’s Mondelez International MDLZ Stock Holding History

Curio 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 		$519 Buy
+9
New +$521 ﹤0.01% 500
2025
Q1 		– Sell
-276
Closed -$16.5K – 400
2024
Q4 		$16.5K Buy
+276
New +$18.3K 0.01% 183

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

Curio Wealth's MDLZ Position: Q1 2026 in Review

Curio Wealth opened a new position in Mondelez International (MDLZ) in Q1 2026: 9 shares worth $519. The stake represents ﹤0.01% of the portfolio and ranks #500 among its holdings. This is a return to the name: Curio Wealth previously reported a position in MDLZ as recently as Q4 2024.

Curio Wealth first reported a position in MDLZ in Q4 2024 and has held it in 2 quarters since. The position peaked at $16.5K in Q4 2024. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Curio Wealth held 9 shares of Mondelez International worth $519 as of Q1 2026.
  • Mondelez International was a new Curio Wealth position in Q1 2026.
  • Mondelez International made up ﹤0.01% of Curio Wealth's portfolio in Q1 2026, its #500 holding.
  • Curio Wealth first reported a position in Mondelez International in Q4 2024 and has held it in 2 quarters since.
  • Curio Wealth's Mondelez International position peaked at $16.5K in Q4 2024.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.