Jeppson Wealth Management’s Mondelez International MDLZ Stock Holding History

Jeppson 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	$496K	Buy	8,599 +2,679	+45%	+$155K	0.16%	126
2025 Q4	$319K	Sell	5,920 -1,307	-18%	-$75.3K	0.1%	162
2025 Q3	$451K	Buy	7,227 +1,457	+25%	+$94K	0.14%	134
2025 Q2	$389K	Hold	5,770	–	–	0.13%	135
2025 Q1	$391K	Buy	5,770 +530	+10%	+$32.7K	0.14%	135
2024 Q4	$313K	Sell	5,240 -14	-0.3%	-$926	0.11%	148
2024 Q3	$387K	Hold	5,254	–	–	0.14%	140
2024 Q2	$344K	Hold	5,254	–	–	0.13%	146
2024 Q1	$368K	Hold	5,254	–	–	0.14%	145
2023 Q4	$381K	Hold	5,254	–	–	0.16%	134
2023 Q3	$365K	Buy	5,254 +89	+2%	+$6.41K	0.17%	128
2023 Q2	$377K	Sell	5,165 -20	-0.4%	-$1.48K	0.16%	126
2023 Q1	$361K	Hold	5,185	–	–	0.16%	128
2022 Q4	$346K	Hold	5,185	–	–	0.15%	135
2022 Q3	$284K	Hold	5,185	–	–	0.13%	144
2022 Q2	$322K	Hold	5,185	–	–	0.14%	134
2022 Q1	$325K	Sell	5,185 -90	-2%	-$5.86K	0.15%	123
2021 Q4	$350K	Hold	5,275	–	–	0.17%	110
2021 Q3	$306K	Hold	5,275	–	–	0.16%	111
2021 Q2	$329K	Hold	5,275	–	–	0.18%	102
2021 Q1	$308K	Hold	5,275	–	–	0.18%	102
2020 Q4	$308K	Hold	5,275	–	–	0.2%	98
2020 Q3	$303K	Buy	+5,275	New	+$294K	0.24%	92

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

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

Jeppson Wealth Management increased its Mondelez International (MDLZ) stake by 45% in Q1 2026, buying an estimated $155K and bringing the position to 8,599 shares worth $496K. The position accounts for 0.16% of the portfolio, ranked #126.

Jeppson Wealth Management first reported a position in MDLZ in Q3 2020 and has held it in 23 quarters since. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Jeppson Wealth Management held 8,599 shares of Mondelez International worth $496K as of Q1 2026.
Jeppson Wealth Management bought 2,679 Mondelez International shares in Q1 2026, an estimated $155K.
Mondelez International made up 0.16% of Jeppson Wealth Management's portfolio in Q1 2026, its #126 holding.
Jeppson Wealth Management first reported a position in Mondelez International in Q3 2020 and has held it in 23 quarters since.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.