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Forum Financial Management’s Mondelez International MDLZ Stock Holding History

Forum Financial Management’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
-19,654
Closed -$1.06M – 716
2025
Q4 		$1.06M Buy
19,654
+5,438
+38% +$313K 0.01% 238
2025
Q3 		$888K Buy
14,216
+36
+0.3% +$2.32K 0.01% 266
2025
Q2 		$956K Buy
14,180
+2,160
+18% +$144K 0.01% 221
2025
Q1 		$816K Sell
12,020
-1,009
-8% -$62.2K 0.01% 238
2024
Q4 		$778K Buy
13,029
+634
+5% +$41.9K 0.01% 252
2024
Q3 		$913K Buy
12,395
+5
+0% +$351 0.02% 199
2024
Q2 		$811K Buy
12,390
+10
+0.1% +$686 0.01% 212
2024
Q1 		$867K Sell
12,380
-342
-3% -$25K 0.01% 210
2023
Q4 		$921K Sell
12,722
-2,457
-16% -$168K 0.02% 177
2023
Q3 		$1.05M Sell
15,179
-652
-4% -$47K 0.02% 152
2023
Q2 		$1.15M Buy
15,831
+1,632
+11% +$121K 0.03% 141
2023
Q1 		$990K Buy
14,199
+44
+0.3% +$2.91K 0.03% 145
2022
Q4 		$943K Sell
14,155
-209
-1% -$13.2K 0.03% 143
2022
Q3 		$788K Sell
14,364
-352
-2% -$21.9K 0.04% 140
2022
Q2 		$914K Buy
14,716
+834
+6% +$52.7K 0.05% 132
2022
Q1 		$871K Sell
13,882
-1,245
-8% -$81K 0.04% 148
2021
Q4 		$1M Buy
+15,127
New +$933K 0.05% 130

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

Forum Financial Management's MDLZ Position: Q1 2026 in Review

Forum Financial Management sold out of Mondelez International (MDLZ) in Q1 2026, closing a stake of 19,654 shares — an estimated $1.06M sold.

Forum Financial Management first reported a position in MDLZ in Q4 2021 and held it in 17 quarters. The position peaked at $1.15M in Q2 2023. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Forum Financial Management reported no remaining Mondelez International position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 19,654 Mondelez International shares in Q1 2026, an estimated $1.06M.
  • Forum Financial Management first reported a position in Mondelez International in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Mondelez International position peaked at $1.15M in Q2 2023.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.