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Integrated Wealth Concepts’s Mondelez International MDLZ Stock Holding History

Integrated Wealth Concepts’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 		$2.33M Buy
+40,433
New +$2.34M 0.02% 705
2025
Q4 		– Sell
-30,159
Closed -$1.88M – 1888
2025
Q3 		$1.88M Sell
30,159
-194
-0.6% -$12.5K 0.02% 696
2025
Q2 		$2.05M Sell
30,353
-13,610
-31% -$908K 0.02% 609
2025
Q1 		$2.98M Buy
43,963
+4,469
+11% +$275K 0.03% 469
2024
Q4 		$2.36M Sell
39,494
-7,123
-15% -$471K 0.03% 504
2024
Q3 		$3.43M Sell
46,617
-1,717
-4% -$121K 0.04% 379
2024
Q2 		$3.16M Buy
48,334
+1,585
+3% +$109K 0.04% 373
2024
Q1 		$3.27M Buy
46,749
+2,866
+7% +$209K 0.05% 365
2023
Q4 		$3.18M Buy
43,883
+62
+0.1% +$4.25K 0.05% 335
2023
Q3 		$3.04M Buy
43,821
+5,162
+13% +$372K 0.05% 323
2023
Q2 		$2.82M Buy
38,659
+5,334
+16% +$394K 0.05% 341
2023
Q1 		$2.32M Buy
33,325
+21,392
+179% +$1.42M 0.05% 357
2022
Q4 		$795K Buy
11,933
+1,020
+9% +$64.5K 0.02% 524
2022
Q3 		$598K Buy
10,913
+28
+0.3% +$1.74K 0.02% 540
2022
Q2 		$676K Buy
10,885
+702
+7% +$44.3K 0.02% 515
2022
Q1 		$639K Sell
10,183
-270
-3% -$17.6K 0.02% 516
2021
Q4 		$693K Buy
10,453
+530
+5% +$32.7K 0.02% 529
2021
Q3 		$577K Buy
9,923
+1,995
+25% +$124K 0.02% 548
2021
Q2 		$495K Buy
7,928
+2,207
+39% +$136K 0.02% 534
2021
Q1 		$335K Buy
5,721
+873
+18% +$49.3K 0.01% 559
2020
Q4 		$283K Buy
4,848
+66
+1% +$3.77K 0.01% 525
2020
Q3 		$275K Buy
4,782
+37
+0.8% +$2.06K 0.02% 469
2020
Q2 		$243K Buy
+4,745
New +$244K 0.02% 442
2020
Q1 		– Sell
-5,522
Closed -$304K – 457
2019
Q4 		$304K Buy
5,522
+1,060
+24% +$56.7K 0.03% 365
2019
Q3 		$247K Buy
4,462
+23
+0.5% +$1.26K 0.03% 353
2019
Q2 		$239K Buy
+4,439
New +$231K 0.03% 322

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

Integrated Wealth Concepts's MDLZ Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Mondelez International (MDLZ) in Q1 2026: 40,433 shares worth $2.33M. The stake represents 0.02% of the portfolio and ranks #705 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in MDLZ as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in MDLZ in Q2 2019 and has held it in 26 quarters since. The position peaked at $3.43M in Q3 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Integrated Wealth Concepts held 40,433 shares of Mondelez International worth $2.33M as of Q1 2026.
  • Mondelez International was a new Integrated Wealth Concepts position in Q1 2026.
  • Mondelez International made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #705 holding.
  • Integrated Wealth Concepts first reported a position in Mondelez International in Q2 2019 and has held it in 26 quarters since.
  • Integrated Wealth Concepts's Mondelez International position peaked at $3.43M in Q3 2024.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

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