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Daymark Wealth Partners’s Mondelez International MDLZ Stock Holding History

Daymark Wealth Partners’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 		$832K Sell
14,437
-820
-5% -$47.5K 0.03% 328
2025
Q4 		$821K Sell
15,257
-1,226
-7% -$70.6K 0.03% 310
2025
Q3 		$1.03M Buy
16,483
+397
+2% +$25.6K 0.04% 280
2025
Q2 		$1.08M Buy
16,086
+1,516
+10% +$101K 0.04% 251
2025
Q1 		$989K Sell
14,570
-2,061
-12% -$127K 0.04% 242
2024
Q4 		$993K Buy
16,631
+542
+3% +$35.8K 0.04% 243
2024
Q3 		$1.19M Sell
16,089
-83
-0.5% -$5.83K 0.05% 228
2024
Q2 		$1.06M Buy
16,172
+120
+0.7% +$8.23K 0.05% 230
2024
Q1 		$1.12M Sell
16,052
-623
-4% -$45.5K 0.06% 185
2023
Q4 		$1.21M Buy
16,675
+44
+0.3% +$3.02K 0.07% 166
2023
Q3 		$1.15M Sell
16,631
-359
-2% -$25.9K 0.08% 158
2023
Q2 		$1.24M Buy
16,990
+1,148
+7% +$84.8K 0.09% 151
2023
Q1 		$1.1M Sell
15,842
-2,733
-15% -$181K 0.15% 115
2022
Q4 		$1.24M Buy
+18,575
New +$1.17M 0.22% 82

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

Daymark Wealth Partners's MDLZ Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Mondelez International (MDLZ) stake by 5.4% in Q1 2026, selling an estimated $47.5K and leaving 14,437 shares worth $832K. The position accounts for 0.03% of the portfolio, ranked #328.

Daymark Wealth Partners first reported a position in MDLZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.24M in Q2 2023. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Daymark Wealth Partners held 14,437 shares of Mondelez International worth $832K as of Q1 2026.
  • Daymark Wealth Partners sold 820 Mondelez International shares in Q1 2026, an estimated $47.5K.
  • Mondelez International made up 0.03% of Daymark Wealth Partners's portfolio in Q1 2026, its #328 holding.
  • Daymark Wealth Partners first reported a position in Mondelez International in Q4 2022 and has held it in 14 quarters since.
  • Daymark Wealth Partners's Mondelez International position peaked at $1.24M in Q2 2023.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.