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IMG Wealth Management’s Mondelez International MDLZ Stock Holding History

IMG 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 		$4.5K Sell
78
-64
-45% -$3.71K ﹤0.01% 389
2025
Q4 		$7.64K Buy
142
+78
+122% +$4.49K ﹤0.01% 356
2025
Q3 		$4K Hold
64
– – ﹤0.01% 376
2025
Q2 		$4.32K Buy
+64
New +$4.27K ﹤0.01% 363

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

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

IMG Wealth Management reduced its Mondelez International (MDLZ) stake by 45% in Q1 2026, selling an estimated $3.71K and leaving 78 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

IMG Wealth Management first reported a position in MDLZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.64K in Q4 2025. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • IMG Wealth Management held 78 shares of Mondelez International worth $4.5K as of Q1 2026.
  • IMG Wealth Management sold 64 Mondelez International shares in Q1 2026, an estimated $3.71K.
  • Mondelez International made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #389 holding.
  • IMG Wealth Management first reported a position in Mondelez International in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Mondelez International position peaked at $7.64K in Q4 2025.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.