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HB Wealth Management’s Mondelez International MDLZ Stock Holding History

HB Wealth 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 		$6.56M Sell
113,811
-8,885
-7% -$515K 0.04% 214
2025
Q4 		$6.6M Sell
122,696
-23,262
-16% -$1.34M 0.04% 217
2025
Q3 		$9.12M Buy
145,958
+9,791
+7% +$632K 0.06% 167
2025
Q2 		$9.18M Buy
136,167
+15,423
+13% +$1.03M 0.07% 146
2025
Q1 		$8.19M Buy
120,744
+39,936
+49% +$2.46M 0.07% 160
2024
Q4 		$4.83M Buy
80,808
+7,087
+10% +$469K 0.05% 173
2024
Q3 		$5.43M Buy
73,721
+4,286
+6% +$301K 0.06% 149
2024
Q2 		$4.54M Buy
69,435
+7,915
+13% +$543K 0.05% 161
2024
Q1 		$4.31M Buy
61,520
+26,865
+78% +$1.96M 0.05% 164
2023
Q4 		$2.51M Sell
34,655
-2,635
-7% -$181K 0.04% 196
2023
Q3 		$2.59M Buy
37,290
+4,059
+12% +$292K 0.04% 174
2023
Q2 		$2.42M Buy
33,231
+1,106
+3% +$81.7K 0.04% 181
2023
Q1 		$2.24M Buy
32,125
+1,751
+6% +$116K 0.04% 183
2022
Q4 		$2.02M Buy
30,374
+3,122
+11% +$197K 0.04% 193
2022
Q3 		$1.49M Buy
27,252
+5,269
+24% +$327K 0.03% 209
2022
Q2 		$1.36M Buy
21,983
+5,679
+35% +$359K 0.03% 213
2022
Q1 		$1.02M Buy
16,304
+1,663
+11% +$108K 0.02% 271
2021
Q4 		$971K Buy
+14,641
New +$903K 0.02% 241

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

HB Wealth Management's MDLZ Position: Q1 2026 in Review

HB Wealth Management reduced its Mondelez International (MDLZ) stake by 7.2% in Q1 2026, selling an estimated $515K and leaving 113,811 shares worth $6.56M. The position accounts for 0.04% of the portfolio, ranked #214.

HB Wealth Management first reported a position in MDLZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.18M in Q2 2025. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • HB Wealth Management held 113,811 shares of Mondelez International worth $6.56M as of Q1 2026.
  • HB Wealth Management sold 8,885 Mondelez International shares in Q1 2026, an estimated $515K.
  • Mondelez International made up 0.04% of HB Wealth Management's portfolio in Q1 2026, its #214 holding.
  • HB Wealth Management first reported a position in Mondelez International in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Mondelez International position peaked at $9.18M in Q2 2025.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.