Fee-Only Financial Planning’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
$342K Hold
5,941
0.21% 30
2025
Q4
$320K Sell
5,941
-272
-4% -$15.7K 0.19% 31
2025
Q3
$388K Hold
6,213
0.23% 31
2025
Q2
$419K Hold
6,213
0.26% 29
2025
Q1
$422K Hold
6,213
0.29% 27
2024
Q4
$371K Hold
6,213
0.24% 28
2024
Q3
$458K Sell
6,213
-166
-3% -$11.7K 0.29% 28
2024
Q2
$417K Hold
6,379
0.28% 28
2024
Q1
$447K Hold
6,379
0.3% 26
2023
Q4
$462K Hold
6,379
0.33% 23
2023
Q3
$443K Hold
6,379
0.36% 24
2023
Q2
$465K Hold
6,379
0.36% 25
2023
Q1
$445K Hold
6,379
0.36% 25
2022
Q4
$425K Buy
+6,379
New +$403K 0.36% 27

Other funds holding MDLZ

Fee-Only Financial Planning's MDLZ Position: Q1 2026 in Review

Fee-Only Financial Planning held its Mondelez International (MDLZ) position steady in Q1 2026 at 5,941 shares worth $342K. The position accounts for 0.21% of the portfolio, ranked #30.

Fee-Only Financial Planning first reported a position in MDLZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $465K in Q2 2023. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Fee-Only Financial Planning held 5,941 shares of Mondelez International worth $342K as of Q1 2026.
  • Fee-Only Financial Planning left its Mondelez International share count unchanged in Q1 2026.
  • Mondelez International made up 0.21% of Fee-Only Financial Planning's portfolio in Q1 2026, its #30 holding.
  • Fee-Only Financial Planning first reported a position in Mondelez International in Q4 2022 and has held it in 14 quarters since.
  • Fee-Only Financial Planning's Mondelez International position peaked at $465K in Q2 2023.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.