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FRG Family Wealth Advisors’s Mondelez International MDLZ Stock Holding History

FRG Family Wealth 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 		$958K Sell
16,612
-759
-4% -$44K 0.16% 91
2025
Q4 		$935K Sell
17,371
-520
-3% -$29.9K 0.15% 90
2025
Q3 		$1.12M Sell
17,891
-1,230
-6% -$79.3K 0.18% 80
2025
Q2 		$1.29M Hold
19,121
– – 0.22% 70
2025
Q1 		$1.3M Hold
19,121
– – 0.25% 64
2024
Q4 		$1.14M Hold
19,121
– – 0.21% 74
2024
Q3 		$1.41M Hold
19,121
– – 0.25% 63
2024
Q2 		$1.31M Hold
19,121
– – 0.25% 62
2024
Q1 		$1.38M Sell
19,121
-3,340
-15% -$244K 0.27% 58
2023
Q4 		$1.63M Sell
22,461
-500
-2% -$34.3K 0.33% 52
2023
Q3 		$1.59M Sell
22,961
-335
-1% -$24.1K 0.36% 52
2023
Q2 		$1.7M Hold
23,296
– – 0.37% 48
2023
Q1 		$1.62M Hold
23,296
– – 0.37% 51
2022
Q4 		$1.55M Sell
23,296
-69
-0.3% -$4.36K 0.37% 54
2022
Q3 		$1.28M Sell
23,365
-819
-3% -$50.9K 0.32% 57
2022
Q2 		$1.5M Hold
24,184
– – 0.35% 54
2022
Q1 		$1.52M Hold
24,184
– – 0.3% 58
2021
Q4 		$1.6M Hold
24,184
– – 0.3% 57
2021
Q3 		$1.41M Hold
24,184
– – 0.28% 58
2021
Q2 		$1.51M Hold
24,184
– – 0.29% 59
2021
Q1 		$1.42M Sell
24,184
-1,400
-5% -$79K 0.29% 58
2020
Q4 		$1.5M Hold
25,584
– – 0.33% 54
2020
Q3 		$1.47M Sell
25,584
-54
-0.2% -$3.01K 0.36% 53
2020
Q2 		$1.31M Sell
25,638
-680
-3% -$34.9K 0.35% 54
2020
Q1 		$1.32M Sell
26,318
-1,397
-5% -$75.7K 0.4% 53
2019
Q4 		$1.53M Sell
27,715
-380
-1% -$20.3K 0.37% 58
2019
Q3 		$1.55M Sell
28,095
-400
-1% -$21.9K 0.4% 57
2019
Q2 		$1.54M Sell
28,495
-1,535
-5% -$79.7K 0.4% 59
2019
Q1 		$1.5M Sell
30,030
-225
-0.7% -$10.3K 0.42% 60
2018
Q4 		$1.21M Sell
30,255
-3,364
-10% -$143K 0.4% 69
2018
Q3 		$1.44M Sell
33,619
-2,495
-7% -$106K 0.4% 70
2018
Q2 		$1.48M Sell
36,114
-250
-0.7% -$10K 0.44% 64
2018
Q1 		$1.52M Sell
36,364
-650
-2% -$28.2K 0.5% 62
2017
Q4 		$1.58M Buy
37,014
+8,280
+29% +$348K 0.51% 63
2017
Q3 		$1.17M Buy
28,734
+2,084
+8% +$88.5K 0.4% 76
2017
Q2 		$1.15M Buy
26,650
+1,190
+5% +$53.7K 0.42% 73
2017
Q1 		$1.1M Buy
25,460
+600
+2% +$26.6K 0.43% 72
2016
Q4 		$1.1M Buy
24,860
+1,070
+4% +$46.1K 0.46% 67
2016
Q3 		$1.04M Buy
23,790
+245
+1% +$10.7K 0.47% 69
2016
Q2 		$1.07M Buy
23,545
+1,232
+6% +$53.7K 0.48% 71
2016
Q1 		$903K Buy
22,313
+107
+0.5% +$4.36K 0.44% 74
2015
Q4 		$996K Buy
+22,206
New +$993K 0.49% 70

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

FRG Family Wealth Advisors's MDLZ Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Mondelez International (MDLZ) stake by 4.4% in Q1 2026, selling an estimated $44K and leaving 16,612 shares worth $958K. The position accounts for 0.16% of the portfolio, ranked #91.

FRG Family Wealth Advisors first reported a position in MDLZ in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.7M in Q2 2023. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • FRG Family Wealth Advisors held 16,612 shares of Mondelez International worth $958K as of Q1 2026.
  • FRG Family Wealth Advisors sold 759 Mondelez International shares in Q1 2026, an estimated $44K.
  • Mondelez International made up 0.16% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #91 holding.
  • FRG Family Wealth Advisors first reported a position in Mondelez International in Q4 2015 and has held it in 42 quarters since.
  • FRG Family Wealth Advisors's Mondelez International position peaked at $1.7M in Q2 2023.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.