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Estate Planners Group’s Mondelez International MDLZ Stock Holding History

Estate Planners Group’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 		– Sell
-218
Closed -$11.8K – 280
2025
Q4 		$11.8K Buy
+218
New +$12.6K 0.01% 264

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

Estate Planners Group's MDLZ Position: Q1 2026 in Review

Estate Planners Group sold out of Mondelez International (MDLZ) in Q1 2026, closing a stake of 218 shares — an estimated $11.8K sold.

Estate Planners Group first reported a position in MDLZ in Q4 2025 and held it in 1 quarter. The position peaked at $11.8K in Q4 2025. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Estate Planners Group reported no remaining Mondelez International position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 218 Mondelez International shares in Q1 2026, an estimated $11.8K.
  • Estate Planners Group first reported a position in Mondelez International in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Mondelez International position peaked at $11.8K in Q4 2025.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.