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EP Wealth Advisors’s Mondelez International MDLZ Stock Holding History

EP Wealth Advisors’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 		$1.38M Buy
23,963
+273
+1% +$15.8K 0.01% 560
2025
Q4 		$1.28M Buy
+23,690
New +$1.36M 0.01% 551
2025
Q2 		$2.09M Buy
31,044
+1,971
+7% +$132K 0.01% 403
2025
Q1 		$1.97M Buy
29,073
+2,660
+10% +$164K 0.02% 373
2024
Q4 		$1.58M Sell
26,413
-569
-2% -$37.6K 0.01% 395
2024
Q3 		$1.99M Buy
26,982
+2,459
+10% +$173K 0.02% 360
2024
Q2 		$1.6M Buy
24,523
+2,023
+9% +$139K 0.02% 317
2024
Q1 		$1.58M Buy
22,500
+1,198
+6% +$87.4K 0.02% 302
2023
Q4 		$1.54M Buy
21,302
+2,149
+11% +$147K 0.02% 297
2023
Q3 		$1.33M Buy
19,153
+5,202
+37% +$375K 0.02% 286
2023
Q2 		$1.34M Sell
13,951
-6,450
-32% -$477K 0.02% 289
2023
Q1 		$7.26M Buy
20,401
+4,403
+28% +$292K 0.12% 109
2022
Q4 		$1.07M Sell
15,998
-1,247
-7% -$78.8K 0.02% 273
2022
Q3 		$946K Sell
17,245
-3,497
-17% -$217K 0.02% 240
2022
Q2 		$1.29M Buy
20,742
+7,612
+58% +$481K 0.03% 233
2022
Q1 		$824K Buy
13,130
+740
+6% +$48.2K 0.02% 297
2021
Q4 		$822K Buy
12,390
+98
+0.8% +$6.05K 0.02% 277
2021
Q3 		$715K Sell
12,292
-190
-2% -$11.8K 0.02% 277
2021
Q2 		$779K Buy
12,482
+1,331
+12% +$82K 0.02% 275
2021
Q1 		$653K Sell
11,151
-143
-1% -$8.07K 0.02% 278
2020
Q4 		$660K Buy
11,294
+1,848
+20% +$106K 0.02% 230
2020
Q3 		$543K Sell
9,446
-86
-0.9% -$4.79K 0.02% 217
2020
Q2 		$487K Sell
9,532
-2,667
-22% -$137K 0.02% 241
2020
Q1 		$611K Sell
12,199
-1,890
-13% -$102K 0.03% 231
2019
Q4 		$776K Buy
14,089
+1,220
+9% +$65.3K 0.03% 220
2019
Q3 		$712K Buy
12,869
+1,328
+12% +$72.7K 0.04% 196
2019
Q2 		$622K Buy
11,541
+2,771
+32% +$144K 0.04% 178
2019
Q1 		$438K Buy
8,770
+3,548
+68% +$163K 0.04% 176
2018
Q4 		$209K Buy
5,222
+439
+9% +$18.7K 0.02% 242
2018
Q3 		$205K Buy
+4,783
New +$204K 0.02% 271
2018
Q2 		– Sell
-7,888
Closed -$329K – 205
2018
Q1 		$329K Buy
7,888
+76
+1% +$3.3K 0.03% 154
2017
Q4 		$334K Hold
7,812
– – 0.04% 136
2017
Q3 		$318K Sell
7,812
-37
-0.5% -$1.57K 0.04% 129
2017
Q2 		$339K Sell
7,849
-295
-4% -$13.3K 0.04% 126
2017
Q1 		$351K Sell
8,144
-136
-2% -$6.03K 0.05% 102
2016
Q4 		$367K Sell
8,280
-1,787
-18% -$77K 0.05% 94
2016
Q3 		$442K Buy
10,067
+791
+9% +$34.7K 0.07% 85
2016
Q2 		$422K Hold
9,276
– – 0.07% 86
2016
Q1 		$372K Sell
9,276
-724
-7% -$29.5K 0.06% 95
2015
Q4 		$448K Buy
10,000
+136
+1% +$6.08K 0.08% 99
2015
Q3 		$413K Buy
9,864
+400
+4% +$17.2K 0.08% 90
2015
Q2 		$389K Buy
9,464
+186
+2% +$7.29K 0.07% 80
2015
Q1 		$335K Sell
9,278
-1,360
-13% -$49.2K 0.06% 95
2014
Q4 		$386K Buy
10,638
+62
+0.6% +$2.26K 0.06% 96
2014
Q3 		$362K Buy
10,576
+2,899
+38% +$106K 0.06% 80
2014
Q2 		$289K Buy
7,677
+69
+0.9% +$2.52K 0.07% 86
2014
Q1 		$263K Buy
7,608
+1,738
+30% +$59.4K 0.07% 88
2013
Q4 		$207K Buy
+5,870
New +$195K 0.05% 119

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

EP Wealth Advisors's MDLZ Position: Q1 2026 in Review

EP Wealth Advisors increased its Mondelez International (MDLZ) stake by 1.2% in Q1 2026, buying an estimated $15.8K and bringing the position to 23,963 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #560.

EP Wealth Advisors first reported a position in MDLZ in Q4 2013 and has held it in 48 quarters since. The position peaked at $7.26M in Q1 2023. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • EP Wealth Advisors held 23,963 shares of Mondelez International worth $1.38M as of Q1 2026.
  • EP Wealth Advisors bought 273 Mondelez International shares in Q1 2026, an estimated $15.8K.
  • Mondelez International made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #560 holding.
  • EP Wealth Advisors first reported a position in Mondelez International in Q4 2013 and has held it in 48 quarters since.
  • EP Wealth Advisors's Mondelez International position peaked at $7.26M in Q1 2023.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.