Equitable Trust’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 | $261K | Sell |
4,531
-4,923
| -52% | -$285K | 0.01% | 425 |
|
|
2025
Q4 | $509K | Hold |
9,454
| – | – | 0.02% | 314 |
|
|
2025
Q3 | $591K | Sell |
9,454
-21
| -0.2% | -$1.35K | 0.03% | 298 |
|
|
2025
Q2 | $639K | Sell |
9,475
-28
| -0.3% | -$1.87K | 0.03% | 287 |
|
|
2025
Q1 | $645K | Sell |
9,503
-579
| -6% | -$35.7K | 0.04% | 271 |
|
|
2024
Q4 | $602K | Sell |
10,082
-1,397
| -12% | -$92.4K | 0.03% | 287 |
|
|
2024
Q3 | $846K | Sell |
11,479
-500
| -4% | -$35.1K | 0.05% | 231 |
|
|
2024
Q2 | $784K | Sell |
11,979
-4,973
| -29% | -$341K | 0.05% | 228 |
|
|
2024
Q1 | $1.19M | Buy |
16,952
+1,500
| +10% | +$109K | 0.08% | 176 |
|
|
2023
Q4 | $1.12M | Sell |
15,452
-400
| -3% | -$27.4K | 0.08% | 163 |
|
|
2023
Q3 | $1.1M | Hold |
15,852
| – | – | 0.09% | 158 |
|
|
2023
Q2 | $1.16M | Hold |
15,852
| – | – | 0.09% | 155 |
|
|
2023
Q1 | $1.11M | Sell |
15,852
-1,775
| -10% | -$118K | 0.09% | 161 |
|
|
2022
Q4 | $1.17M | Hold |
17,627
| – | – | 0.09% | 165 |
|
|
2022
Q3 | $967K | Buy |
17,627
+1,600
| +10% | +$99.4K | 0.08% | 175 |
|
|
2022
Q2 | $995K | Buy |
16,027
+6,800
| +74% | +$430K | 0.07% | 180 |
|
|
2022
Q1 | $579K | Sell |
9,227
-1,446
| -14% | -$94.1K | 0.04% | 234 |
|
|
2021
Q4 | $707K | Buy |
10,673
+1,446
| +16% | +$89.2K | 0.04% | 207 |
|
|
2021
Q3 | $537K | Sell |
9,227
-1
| -0% | -$62 | 0.03% | 234 |
|
|
2021
Q2 | $577K | Sell |
9,228
-665
| -7% | -$41K | 0.04% | 234 |
|
|
2021
Q1 | $579K | Buy |
9,893
+588
| +6% | +$33.2K | 0.04% | 224 |
|
|
2020
Q4 | $544K | Hold |
9,305
| – | – | 0.04% | 243 |
|
|
2020
Q3 | $535K | Sell |
9,305
-1,230
| -12% | -$68.5K | 0.05% | 229 |
|
|
2020
Q2 | $538K | Buy |
10,535
+1,936
| +23% | +$99.4K | 0.05% | 211 |
|
|
2020
Q1 | $430K | Buy |
8,599
+3,321
| +63% | +$180K | 0.05% | 222 |
|
|
2019
Q4 | $291K | Sell |
5,278
-287
| -5% | -$15.4K | 0.03% | 246 |
|
|
2019
Q3 | $308K | Buy |
5,565
+185
| +3% | +$10.1K | 0.03% | 236 |
|
|
2019
Q2 | $290K | Sell |
5,380
-170
| -3% | -$8.83K | 0.03% | 244 |
|
|
2019
Q1 | $277K | Buy |
+5,550
| New | +$255K | 0.03% | 244 |
|
|
2018
Q4 | – | Sell |
-14,860
| Closed | -$639K | – | 280 |
|
|
2018
Q3 | $639K | Buy |
14,860
+9,714
| +189% | +$414K | 0.07% | 181 |
|
|
2018
Q2 | $211K | Buy |
+5,146
| New | +$207K | 0.03% | 251 |
|
Other funds holding MDLZ
VCM
VPM
Equitable Trust's MDLZ Position: Q1 2026 in Review
Equitable Trust reduced its Mondelez International (MDLZ) stake by 52% in Q1 2026, selling an estimated $285K and leaving 4,531 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #425.
Equitable Trust first reported a position in MDLZ in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.19M in Q1 2024. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.
- Equitable Trust held 4,531 shares of Mondelez International worth $261K as of Q1 2026.
- Equitable Trust sold 4,923 Mondelez International shares in Q1 2026, an estimated $285K.
- Mondelez International made up 0.01% of Equitable Trust's portfolio in Q1 2026, its #425 holding.
- Equitable Trust first reported a position in Mondelez International in Q2 2018 and has held it in 31 quarters since.
- Equitable Trust's Mondelez International position peaked at $1.19M in Q1 2024.
- 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.
Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.