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Diversify Wealth Management’s Mondelez International MDLZ Stock Holding History

Diversify 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 		$989K Buy
16,209
+11,797
+267% +$683K 0.02% 601
2025
Q4 		$247K Sell
4,412
-201
-4% -$11.6K 0.01% 557
2025
Q3 		$261K Sell
4,613
-419
-8% -$27K 0.02% 478
2025
Q2 		$309K Buy
5,032
+268
+6% +$17.9K 0.02% 450
2025
Q1 		$313K Buy
4,764
+692
+17% +$42.6K 0.02% 428
2024
Q4 		$229K Buy
+4,072
New +$269K 0.02% 469

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

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

Diversify Wealth Management increased its Mondelez International (MDLZ) stake by 267% in Q1 2026, buying an estimated $683K and bringing the position to 16,209 shares worth $989K. The position accounts for 0.02% of the portfolio, ranked #601.

Diversify Wealth Management first reported a position in MDLZ in Q4 2024 and has held it in 6 quarters since. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Diversify Wealth Management held 16,209 shares of Mondelez International worth $989K as of Q1 2026.
  • Diversify Wealth Management bought 11,797 Mondelez International shares in Q1 2026, an estimated $683K.
  • Mondelez International made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #601 holding.
  • Diversify Wealth Management first reported a position in Mondelez International in Q4 2024 and has held it in 6 quarters since.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.