Icon Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Icon 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	$2.54M	Sell	41,667 -12,602	-23%	-$730K	0.17%	90
2025 Q4	$2.92M	Sell	54,269 -15,323	-22%	-$882K	0.19%	81
2025 Q3	$4.35M	Buy	69,592 +980	+1%	+$63.2K	0.29%	61
2025 Q2	$4.63M	Buy	68,612 +3,260	+5%	+$218K	0.33%	63
2025 Q1	$4.43M	Buy	65,352 +7,374	+13%	+$454K	0.36%	59
2024 Q4	$3.46M	Sell	57,978 -1,154	-2%	-$76.3K	0.28%	65
2024 Q3	$4.36M	Buy	59,132 +7,466	+14%	+$525K	0.36%	58
2024 Q2	$3.53M	Sell	51,666 -1,921	-4%	-$132K	0.31%	61
2024 Q1	$3.75M	Sell	53,587 -4,970	-8%	-$363K	0.35%	59
2023 Q4	$4.24M	Buy	+58,557	New	+$4.01M	0.44%	47
2022 Q4	$6.47M	Buy	97,017 +492	+0.5%	+$31.1K	0.74%	26
2022 Q3	$5.29M	Buy	+96,525	New	+$6M	0.64%	36

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

Icon Wealth Advisors's MDLZ Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Mondelez International (MDLZ) stake by 23% in Q1 2026, selling an estimated $730K and leaving 41,667 shares worth $2.54M. The position accounts for 0.17% of the portfolio, ranked #90.

Icon Wealth Advisors first reported a position in MDLZ in Q3 2022 and has held it in 12 quarters since. The position peaked at $6.47M in Q4 2022. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Icon Wealth Advisors held 41,667 shares of Mondelez International worth $2.54M as of Q1 2026.
Icon Wealth Advisors sold 12,602 Mondelez International shares in Q1 2026, an estimated $730K.
Mondelez International made up 0.17% of Icon Wealth Advisors's portfolio in Q1 2026, its #90 holding.
Icon Wealth Advisors first reported a position in Mondelez International in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's Mondelez International position peaked at $6.47M in Q4 2022.
1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.