Intelligent Financial Strategies’s Mondelez International MDLZ Stock Holding History

Intelligent Financial Strategies’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	$16.3K	Sell	280 -470	-63%	-$27.2K	0.01%	57
2025 Q4	$40.7K	Hold	750	–	–	0.02%	56
2025 Q3	$47.2K	Hold	750	–	–	0.02%	53
2025 Q2	$50.9K	Hold	750	–	–	0.03%	56
2025 Q1	$51.2K	Hold	750	–	–	0.03%	58
2024 Q4	$45.1K	Hold	750	–	–	0.03%	58
2024 Q3	$55.6K	Hold	750	–	–	0.03%	55
2024 Q2	$49.4K	Hold	750	–	–	0.03%	54
2024 Q1	$52.8K	Hold	750	–	–	0.03%	55
2023 Q4	$54.6K	Hold	750	–	–	0.04%	53
2023 Q3	$52.4K	Hold	750	–	–	0.04%	56
2023 Q2	$55K	Hold	750	–	–	0.04%	58
2023 Q1	$52.6K	Hold	750	–	–	0.04%	61
2022 Q4	$50.3K	Hold	750	–	–	0.04%	63
2022 Q3	$41K	Hold	750	–	–	0.04%	62
2022 Q2	$47K	Sell	750 -600	-44%	-$37.9K	0.05%	62
2022 Q1	$85K	Hold	1,350	–	–	0.08%	58
2021 Q4	$90K	Buy	+1,350	New	+$83.3K	0.08%	59

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

Intelligent Financial Strategies's MDLZ Position: Q1 2026 in Review

Intelligent Financial Strategies reduced its Mondelez International (MDLZ) stake by 63% in Q1 2026, selling an estimated $27.2K and leaving 280 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #57.

Intelligent Financial Strategies first reported a position in MDLZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $90K in Q4 2021. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Intelligent Financial Strategies held 280 shares of Mondelez International worth $16.3K as of Q1 2026.
Intelligent Financial Strategies sold 470 Mondelez International shares in Q1 2026, an estimated $27.2K.
Mondelez International made up 0.01% of Intelligent Financial Strategies's portfolio in Q1 2026, its #57 holding.
Intelligent Financial Strategies first reported a position in Mondelez International in Q4 2021 and has held it in 18 quarters since.
Intelligent Financial Strategies's Mondelez International position peaked at $90K in Q4 2021.
1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Intelligent Financial Strategies's 13F filing for Q1 2026, filed 28 Apr 2026.