Foundations Investment Advisors’s Mondelez International MDLZ Stock Holding History

Foundations Investment Advisors’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	$1.23M	Sell	21,351 -3,351	-14%	-$194K	0.02%	474
2025 Q4	$1.33M	Sell	24,702 -38,599	-61%	-$2.22M	0.02%	434
2025 Q3	$3.95M	Sell	63,301 -9,005	-12%	-$581K	0.06%	240
2025 Q2	$4.88M	Buy	72,306 +62,866	+666%	+$4.19M	0.08%	206
2025 Q1	$640K	Buy	9,440 +5,377	+132%	+$331K	0.01%	511
2024 Q4	$243K	Buy	4,063 +555	+16%	+$36.7K	﹤0.01%	725
2024 Q3	$258K	Sell	3,508 -57	-2%	-$4.01K	0.01%	676
2024 Q2	$233K	Buy	3,565 +421	+13%	+$28.9K	0.01%	681
2024 Q1	$220K	Sell	3,144 -48	-2%	-$3.5K	0.01%	655
2023 Q4	$244K	Buy	+3,192	New	+$219K	0.01%	602
2023 Q3	–	Sell	-2,980	Closed	-$217K	–	663
2023 Q2	$217K	Buy	+2,980	New	+$220K	0.01%	532
2021 Q2	–	Sell	-3,651	Closed	-$216K	–	303
2021 Q1	$216K	Buy	+3,651	New	+$206K	0.01%	206

Other funds holding MDLZ

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foundations Investment Advisors's MDLZ Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Mondelez International (MDLZ) stake by 14% in Q1 2026, selling an estimated $194K and leaving 21,351 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #474.

Foundations Investment Advisors first reported a position in MDLZ in Q1 2021 and has held it in 12 quarters since. The position peaked at $4.88M in Q2 2025. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Foundations Investment Advisors held 21,351 shares of Mondelez International worth $1.23M as of Q1 2026.
Foundations Investment Advisors sold 3,351 Mondelez International shares in Q1 2026, an estimated $194K.
Mondelez International made up 0.02% of Foundations Investment Advisors's portfolio in Q1 2026, its #474 holding.
Foundations Investment Advisors first reported a position in Mondelez International in Q1 2021 and has held it in 12 quarters since.
Foundations Investment Advisors's Mondelez International position peaked at $4.88M in Q2 2025.
1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.