GeoWealth Management’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
$389K Sell
6,756
-169
-2% -$9.79K 0.01% 527
2025
Q4
$373K Buy
6,925
+275
+4% +$15.8K 0.01% 507
2025
Q3
$415K Sell
6,650
-244
-4% -$15.7K 0.02% 483
2025
Q2
$465K Buy
6,894
+47
+0.7% +$3.14K 0.02% 417
2025
Q1
$465K Sell
6,847
-4,438
-39% -$274K 0.02% 437
2024
Q4
$674K Sell
11,285
-1,496
-12% -$98.9K 0.02% 401
2024
Q3
$942K Sell
12,781
-991
-7% -$69.7K 0.03% 317
2024
Q2
$901K Buy
13,772
+743
+6% +$51K 0.04% 291
2024
Q1
$912K Buy
13,029
+3,603
+38% +$263K 0.04% 316
2023
Q4
$682K Buy
9,426
+9,146
+3,266% +$627K 0.06% 274
2023
Q3
$19K Buy
280
+100
+56% +$7.21K ﹤0.01% 436
2023
Q2
$13K Sell
180
-146
-45% -$10.8K ﹤0.01% 397
2023
Q1
$23K Sell
326
-22
-6% -$1.46K ﹤0.01% 310
2022
Q4
$23K Sell
348
-62
-15% -$3.92K ﹤0.01% 314
2022
Q3
$23K Buy
410
+59
+17% +$3.67K ﹤0.01% 308
2022
Q2
$21K Buy
351
+18
+5% +$1.14K ﹤0.01% 300
2022
Q1
$22K Buy
333
+11
+3% +$716 ﹤0.01% 364
2021
Q4
$21K Sell
322
-1
-0.3% -$62 ﹤0.01% 354
2021
Q3
$19K Sell
323
-669
-67% -$41.6K ﹤0.01% 374
2021
Q2
$62K Buy
+992
New +$61.1K 0.01% 245
2019
Q4
Sell
-3,809
Closed -$211K 159
2019
Q3
$211K Buy
+3,809
New +$208K 0.05% 198

Other funds holding MDLZ

GeoWealth Management's MDLZ Position: Q1 2026 in Review

GeoWealth Management reduced its Mondelez International (MDLZ) stake by 2.4% in Q1 2026, selling an estimated $9.79K and leaving 6,756 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #527.

GeoWealth Management first reported a position in MDLZ in Q3 2019 and has held it in 21 quarters since. The position peaked at $942K in Q3 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • GeoWealth Management held 6,756 shares of Mondelez International worth $389K as of Q1 2026.
  • GeoWealth Management sold 169 Mondelez International shares in Q1 2026, an estimated $9.79K.
  • Mondelez International made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #527 holding.
  • GeoWealth Management first reported a position in Mondelez International in Q3 2019 and has held it in 21 quarters since.
  • GeoWealth Management's Mondelez International position peaked at $942K in Q3 2024.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.