Eads & Heald Wealth Management’s Mondelez International MDLZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$280K Sell
4,860
-960
-16% -$55.6K 0.14% 131
2025
Q4
$313K Sell
5,820
-2,685
-32% -$155K 0.15% 127
2025
Q3
$531K Hold
8,505
0.25% 111
2025
Q2
$574K Hold
8,505
0.28% 109
2025
Q1
$577K Hold
8,505
0.29% 110
2024
Q4
$508K Buy
8,505
+295
+4% +$19.5K 0.25% 111
2024
Q3
$605K Hold
8,210
0.29% 107
2024
Q2
$537K Sell
8,210
-45
-0.5% -$3.09K 0.26% 109
2024
Q1
$578K Hold
8,255
0.27% 110
2023
Q4
$598K Sell
8,255
-105
-1% -$7.2K 0.29% 105
2023
Q3
$580K Sell
8,360
-160
-2% -$11.5K 0.3% 105
2023
Q2
$621K Sell
8,520
-825
-9% -$60.9K 0.31% 101
2023
Q1
$652K Sell
9,345
-145
-2% -$9.6K 0.32% 102
2022
Q4
$633K Sell
9,490
-25
-0.3% -$1.58K 0.32% 99
2022
Q3
$522K Hold
9,515
0.3% 108
2022
Q2
$591K Hold
9,515
0.32% 104
2022
Q1
$597K Sell
9,515
-150
-2% -$9.76K 0.28% 108
2021
Q4
$641K Hold
9,665
0.28% 110
2021
Q3
$562K Sell
9,665
-205
-2% -$12.8K 0.27% 108
2021
Q2
$616K Hold
9,870
0.3% 107
2021
Q1
$578K Buy
9,870
+135
+1% +$7.62K 0.3% 105
2020
Q4
$569K Buy
+9,735
New +$556K 0.31% 102

Other funds holding MDLZ

Eads & Heald Wealth Management's MDLZ Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Mondelez International (MDLZ) stake by 16% in Q1 2026, selling an estimated $55.6K and leaving 4,860 shares worth $280K. The position accounts for 0.14% of the portfolio, ranked #131.

Eads & Heald Wealth Management first reported a position in MDLZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $652K in Q1 2023. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Eads & Heald Wealth Management held 4,860 shares of Mondelez International worth $280K as of Q1 2026.
  • Eads & Heald Wealth Management sold 960 Mondelez International shares in Q1 2026, an estimated $55.6K.
  • Mondelez International made up 0.14% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #131 holding.
  • Eads & Heald Wealth Management first reported a position in Mondelez International in Q4 2020 and has held it in 22 quarters since.
  • Eads & Heald Wealth Management's Mondelez International position peaked at $652K in Q1 2023.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.