EFS
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Essex Financial Services’s Mondelez International MDLZ Stock Holding History

Essex Financial Services’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 		$1.1M Buy
19,021
+525
+3% +$30.4K 0.06% 263
2025
Q4 		$996K Buy
18,496
+3,008
+19% +$173K 0.06% 279
2025
Q3 		$968K Sell
15,488
-68
-0.4% -$4.39K 0.06% 276
2025
Q2 		$1.05M Buy
15,556
+1,592
+11% +$106K 0.07% 241
2025
Q1 		$947K Sell
13,964
-4,434
-24% -$273K 0.07% 242
2024
Q4 		$1.1M Buy
18,398
+520
+3% +$34.4K 0.08% 220
2024
Q3 		$1.28M Sell
17,878
-896
-5% -$63K 0.09% 193
2024
Q2 		$1.32M Buy
18,774
+5,079
+37% +$348K 0.1% 190
2024
Q1 		$959K Sell
13,695
-37
-0.3% -$2.7K 0.09% 215
2023
Q4 		$995K Buy
13,732
+143
+1% +$9.8K 0.1% 190
2023
Q3 		$943K Buy
13,589
+365
+3% +$26.3K 0.11% 182
2023
Q2 		$965K Buy
13,224
+1,601
+14% +$118K 0.11% 176
2023
Q1 		$810K Buy
11,623
+368
+3% +$24.4K 0.09% 212
2022
Q4 		$750K Buy
11,255
+188
+2% +$11.9K 0.08% 218
2022
Q3 		$607K Sell
11,067
-54
-0.5% -$3.35K 0.07% 228
2022
Q2 		$691K Buy
11,121
+121
+1% +$7.64K 0.08% 229
2022
Q1 		$691K Buy
11,000
+692
+7% +$45K 0.07% 239
2021
Q4 		$684K Buy
10,308
+65
+0.6% +$4.01K 0.07% 248
2021
Q3 		$596K Buy
10,243
+1,113
+12% +$69.2K 0.07% 248
2021
Q2 		$534K Hold
9,130
– – 0.08% 227
2021
Q1 		$534K Buy
9,130
+2,986
+49% +$169K 0.1% 189
2020
Q4 		$359K Buy
6,144
+1,529
+33% +$87.4K 0.07% 225
2020
Q3 		$265K Sell
4,615
-184
-4% -$10.2K 0.07% 230
2020
Q2 		$245K Buy
4,799
+253
+6% +$13K 0.08% 217
2020
Q1 		$228K Sell
4,546
-347
-7% -$18.8K 0.08% 216
2019
Q4 		$270K Sell
4,893
-235
-5% -$12.6K 0.07% 224
2019
Q3 		$284K Sell
5,128
-437
-8% -$23.9K 0.09% 195
2019
Q2 		$300K Sell
5,565
-82
-1% -$4.26K 0.09% 179
2019
Q1 		$282K Sell
5,647
-8,896
-61% -$408K 0.09% 177
2018
Q4 		$582K Sell
14,543
-1,987
-12% -$84.7K 0.18% 118
2018
Q3 		$710K Sell
16,530
-109
-0.7% -$4.65K 0.16% 125
2018
Q2 		$682K Sell
16,639
-1,005
-6% -$40.4K 0.16% 125
2018
Q1 		$736K Sell
17,644
-110
-0.6% -$4.78K 0.14% 151
2017
Q4 		$760K Sell
17,754
-1,998
-10% -$83.9K 0.18% 113
2017
Q3 		$803K Buy
19,752
+130
+0.7% +$5.52K 0.2% 106
2017
Q2 		$847K Buy
19,622
+1,692
+9% +$76.3K 0.18% 126
2017
Q1 		$772K Sell
17,930
-5,113
-22% -$227K 0.18% 128
2016
Q4 		$1.02M Buy
23,043
+4,855
+27% +$209K 0.22% 110
2016
Q3 		$798K Sell
18,188
-515
-3% -$22.6K 0.19% 122
2016
Q2 		$851K Buy
18,703
+70
+0.4% +$3.05K 0.21% 110
2016
Q1 		$748K Sell
18,633
-297
-2% -$12.1K 0.19% 122
2015
Q4 		$849K Buy
18,930
+398
+2% +$17.8K 0.2% 119
2015
Q3 		$776K Buy
18,532
+1,135
+7% +$48.9K 0.2% 120
2015
Q2 		$716K Sell
17,397
-128
-0.7% -$5.02K 0.18% 132
2015
Q1 		$632K Sell
17,525
-433
-2% -$15.7K 0.16% 148
2014
Q4 		$652K Sell
17,958
-273
-1% -$9.94K 0.17% 141
2014
Q3 		$625K Sell
18,231
-297
-2% -$10.8K 0.19% 134
2014
Q2 		$697K Sell
18,528
-492
-3% -$18K 0.21% 119
2014
Q1 		$657K Buy
19,020
+803
+4% +$27.4K 0.21% 113
2013
Q4 		$643K Sell
18,217
-313
-2% -$10.4K 0.22% 110
2013
Q3 		$582 Sell
18,530
-948
-5% -$29.4K 0.18% 116
2013
Q2 		$556K Buy
+19,478
New +$593K 0.19% 120

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

Essex Financial Services's MDLZ Position: Q1 2026 in Review

Essex Financial Services increased its Mondelez International (MDLZ) stake by 2.8% in Q1 2026, buying an estimated $30.4K and bringing the position to 19,021 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #263.

Essex Financial Services first reported a position in MDLZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.32M in Q2 2024. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Essex Financial Services held 19,021 shares of Mondelez International worth $1.1M as of Q1 2026.
  • Essex Financial Services bought 525 Mondelez International shares in Q1 2026, an estimated $30.4K.
  • Mondelez International made up 0.06% of Essex Financial Services's portfolio in Q1 2026, its #263 holding.
  • Essex Financial Services first reported a position in Mondelez International in Q2 2013 and has held it in 52 quarters since.
  • Essex Financial Services's Mondelez International position peaked at $1.32M in Q2 2024.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.