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Dakota Wealth Management’s Mondelez International MDLZ Stock Holding History

Dakota 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 		$1.66M Buy
28,668
+1,035
+4% +$59.9K 0.04% 315
2025
Q4 		$1.5M Sell
27,633
-5,560
-17% -$320K 0.03% 329
2025
Q3 		$2.08M Sell
33,193
-3,762
-10% -$243K 0.04% 255
2025
Q2 		$2.5M Sell
36,955
-260
-0.7% -$17.3K 0.05% 235
2025
Q1 		$2.53M Buy
37,215
+490
+1% +$30.2K 0.06% 231
2024
Q4 		$2.2M Sell
36,725
-13,502
-27% -$893K 0.05% 246
2024
Q3 		$3.71M Buy
50,227
+615
+1% +$43.2K 0.08% 203
2024
Q2 		$3.26M Buy
49,612
+771
+2% +$52.9K 0.08% 211
2024
Q1 		$3.43M Buy
48,841
+7,499
+18% +$547K 0.09% 199
2023
Q4 		$3M Buy
41,342
+2,107
+5% +$144K 0.12% 170
2023
Q3 		$2.72M Buy
39,235
+5,588
+17% +$403K 0.12% 167
2023
Q2 		$2.45M Sell
33,647
-1,208
-3% -$89.2K 0.12% 155
2023
Q1 		$2.43M Buy
34,855
+1,452
+4% +$96.2K 0.16% 140
2022
Q4 		$2.23M Buy
33,403
+451
+1% +$28.5K 0.16% 144
2022
Q3 		$1.81M Buy
32,952
+24,010
+269% +$1.49M 0.15% 157
2022
Q2 		$555K Buy
8,942
+1
+0% +$63 0.05% 263
2022
Q1 		$561K Buy
+8,941
New +$582K 0.05% 270

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

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

Dakota Wealth Management increased its Mondelez International (MDLZ) stake by 3.7% in Q1 2026, buying an estimated $59.9K and bringing the position to 28,668 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #315.

Dakota Wealth Management first reported a position in MDLZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.71M in Q3 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Dakota Wealth Management held 28,668 shares of Mondelez International worth $1.66M as of Q1 2026.
  • Dakota Wealth Management bought 1,035 Mondelez International shares in Q1 2026, an estimated $59.9K.
  • Mondelez International made up 0.04% of Dakota Wealth Management's portfolio in Q1 2026, its #315 holding.
  • Dakota Wealth Management first reported a position in Mondelez International in Q1 2022 and has held it in 17 quarters since.
  • Dakota Wealth Management's Mondelez International position peaked at $3.71M in Q3 2024.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.