JGIA
MDLZ icon

Jackson Grant Investment Advisers’s Mondelez International MDLZ Stock Holding History

Jackson Grant Investment Advisers’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 		$107K Buy
1,857
+9
+0.5% +$521 0.04% 157
2025
Q4 		$99.5K Buy
1,848
+7
+0.4% +$403 0.03% 158
2025
Q3 		$115K Buy
1,841
+507
+38% +$32.7K 0.04% 150
2025
Q2 		$90K Buy
1,334
+6
+0.5% +$400 0.03% 151
2025
Q1 		$90.1K Sell
1,328
-54
-4% -$3.33K 0.03% 147
2024
Q4 		$82.5K Buy
1,382
+6
+0.4% +$397 0.03% 151
2024
Q3 		$101K Sell
1,376
-1,039
-43% -$73K 0.04% 145
2024
Q2 		$158K Sell
2,415
-429
-15% -$29.4K 0.06% 115
2024
Q1 		$199K Buy
2,844
+8
+0.3% +$584 0.08% 107
2023
Q4 		$205K Buy
2,836
+8
+0.3% +$548 0.09% 98
2023
Q3 		$196K Buy
2,828
+7
+0.2% +$504 0.09% 95
2023
Q2 		$206K Buy
2,821
+145
+5% +$10.7K 0.1% 98
2023
Q1 		$187K Buy
2,676
+68
+3% +$4.5K 0.09% 106
2022
Q4 		$174K Buy
2,608
+9
+0.3% +$569 0.08% 105
2022
Q3 		$143K Buy
2,599
+7
+0.3% +$435 0.07% 114
2022
Q2 		$161K Buy
2,592
+7
+0.3% +$442 0.08% 110
2022
Q1 		$162K Buy
2,585
+6
+0.2% +$391 0.07% 119
2021
Q4 		$171K Buy
2,579
+7
+0.3% +$432 0.09% 97
2021
Q3 		$150K Buy
2,572
+6
+0.2% +$373 0.07% 126
2021
Q2 		$160K Buy
2,566
+7
+0.3% +$431 0.07% 119
2021
Q1 		$150K Buy
2,559
+7
+0.3% +$395 0.07% 122
2020
Q4 		$149K Buy
2,552
+6
+0.2% +$343 0.08% 110
2020
Q3 		$146K Buy
2,546
+7
+0.3% +$390 0.09% 96
2020
Q2 		$130K Buy
2,539
+6
+0.2% +$308 0.08% 98
2020
Q1 		$127K Buy
2,533
+7
+0.3% +$379 0.09% 90
2019
Q4 		$139K Buy
2,526
+6
+0.2% +$321 0.08% 106
2019
Q3 		$139K Buy
2,520
+5
+0.2% +$274 0.08% 105
2019
Q2 		$136K Buy
2,515
+6
+0.2% +$312 0.08% 101
2019
Q1 		$125K Buy
2,509
+7
+0.3% +$321 0.08% 101
2018
Q4 		$100K Buy
2,502
+305
+14% +$13K 0.07% 111
2018
Q3 		$94K Buy
2,197
+6
+0.3% +$256 0.06% 121
2018
Q2 		$90K Buy
2,191
+6
+0.3% +$241 0.06% 122
2018
Q1 		$91K Buy
2,185
+6
+0.3% +$261 0.06% 120
2017
Q4 		$93K Buy
2,179
+6
+0.3% +$252 0.06% 119
2017
Q3 		$88K Buy
2,173
+5
+0.2% +$212 0.06% 119
2017
Q2 		$94K Buy
2,168
+5
+0.2% +$225 0.07% 98
2017
Q1 		$93K Buy
2,163
+5
+0.2% +$222 0.07% 98
2016
Q4 		$96K Buy
2,158
+5
+0.2% +$215 0.08% 93
2016
Q3 		$95K Buy
2,153
+4
+0.2% +$175 0.08% 89
2016
Q2 		$98K Buy
2,149
+4
+0.2% +$174 0.09% 78
2016
Q1 		$86K Sell
2,145
-3,191
-60% -$130K 0.08% 83
2015
Q4 		$239K Buy
+5,336
New +$239K 0.23% 51

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

Jackson Grant Investment Advisers's MDLZ Position: Q1 2026 in Review

Jackson Grant Investment Advisers increased its Mondelez International (MDLZ) stake by 0.49% in Q1 2026, buying an estimated $521 and bringing the position to 1,857 shares worth $107K. The position accounts for 0.04% of the portfolio, ranked #157.

Jackson Grant Investment Advisers first reported a position in MDLZ in Q4 2015 and has held it in 42 quarters since. The position peaked at $239K in Q4 2015. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Jackson Grant Investment Advisers held 1,857 shares of Mondelez International worth $107K as of Q1 2026.
  • Jackson Grant Investment Advisers bought 9 Mondelez International shares in Q1 2026, an estimated $521.
  • Mondelez International made up 0.04% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #157 holding.
  • Jackson Grant Investment Advisers first reported a position in Mondelez International in Q4 2015 and has held it in 42 quarters since.
  • Jackson Grant Investment Advisers's Mondelez International position peaked at $239K in Q4 2015.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.