Joel Isaacson & Co’s Mondelez International MDLZ Stock Holding History

Joel Isaacson & Co’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	$629K	Buy	10,914 +131	+1%	+$7.59K	0.02%	252
2025 Q4	$580K	Buy	10,783 +390	+4%	+$22.5K	0.02%	260
2025 Q3	$649K	Sell	10,393 -1,660	-14%	-$107K	0.02%	229
2025 Q2	$813K	Buy	12,053 +1,660	+16%	+$111K	0.03%	188
2025 Q1	$705K	Sell	10,393 -2,066	-17%	-$127K	0.03%	195
2024 Q4	$744K	Hold	12,459	–	–	0.03%	183
2024 Q3	$918K	Buy	12,459 +181	+1%	+$12.7K	0.04%	156
2024 Q2	$803K	Buy	12,278 +150	+1%	+$10.3K	0.04%	153
2024 Q1	$849K	Sell	12,128 -55	-0.5%	-$4.01K	0.05%	150
2023 Q4	$882K	Buy	12,183 +291	+2%	+$19.9K	0.05%	137
2023 Q3	$825K	Hold	11,892	–	–	0.06%	132
2023 Q2	$867K	Buy	11,892 +199	+2%	+$14.7K	0.06%	133
2023 Q1	$815K	Hold	11,693	–	–	0.06%	133
2022 Q4	$779K	Sell	11,693 -300	-3%	-$19K	0.06%	137
2022 Q3	$658K	Sell	11,993 -1,000	-8%	-$62.1K	0.06%	136
2022 Q2	$807K	Buy	12,993 +503	+4%	+$31.8K	0.07%	113
2022 Q1	$794K	Hold	12,490	–	–	0.06%	130
2021 Q4	$828K	Sell	12,490 -56	-0.4%	-$3.46K	0.06%	139
2021 Q3	$730K	Buy	12,546 +1,374	+12%	+$85.5K	0.06%	146
2021 Q2	$698K	Hold	11,172	–	–	0.05%	141
2021 Q1	$654K	Hold	11,172	–	–	0.06%	128
2020 Q4	$653K	Buy	11,172 +153	+1%	+$8.74K	0.06%	122
2020 Q3	$633K	Buy	11,019 +41	+0.4%	+$2.28K	0.08%	107
2020 Q2	$561K	Sell	10,978 -397	-3%	-$20.4K	0.08%	109
2020 Q1	$570K	Buy	11,375 +581	+5%	+$31.5K	0.1%	94
2019 Q4	$595K	Sell	10,794 -285	-3%	-$15.2K	0.08%	113
2019 Q3	$613K	Sell	11,079 -1,029	-8%	-$56.3K	0.09%	101
2019 Q2	$653K	Sell	12,108 -1,671	-12%	-$86.8K	0.1%	97
2019 Q1	$688K	Sell	13,779 -982	-7%	-$45.1K	0.1%	108
2018 Q4	$623K	Buy	14,761 +3,682	+33%	+$157K	0.1%	114
2018 Q3	$476K	Hold	11,079	–	–	0.07%	127
2018 Q2	$454K	Hold	11,079	–	–	0.08%	126
2018 Q1	$462K	Hold	11,079	–	–	0.08%	117
2017 Q4	$474K	Hold	11,079	–	–	0.08%	116
2017 Q3	$450K	Hold	11,079	–	–	0.08%	111
2017 Q2	$479K	Hold	11,079	–	–	0.09%	97
2017 Q1	$477K	Hold	11,079	–	–	0.09%	97
2016 Q4	$491K	Buy	11,079 +2,000	+22%	+$86.2K	0.1%	87
2016 Q3	$399K	Sell	9,079 -1,050	-10%	-$46.1K	0.08%	108
2016 Q2	$461K	Buy	10,129 +1,000	+11%	+$43.6K	0.1%	92
2016 Q1	$366K	Hold	9,129	–	–	0.08%	120
2015 Q4	$409K	Hold	9,129	–	–	0.1%	96
2015 Q3	$382K	Buy	9,129 +50	+0.6%	+$2.15K	0.1%	90
2015 Q2	$374K	Sell	9,079 -94	-1%	-$3.69K	0.1%	104
2015 Q1	$331K	Hold	9,173	–	–	0.08%	120
2014 Q4	$333K	Buy	9,173 +1,729	+23%	+$62.9K	0.09%	105
2014 Q3	$255K	Hold	7,444	–	–	0.08%	103
2014 Q2	$280K	Buy	7,444 +160	+2%	+$5.85K	0.09%	101
2014 Q1	$252K	Sell	7,284 -390	-5%	-$13.3K	0.08%	100
2013 Q4	$271K	Sell	7,674 -5,388	-41%	-$179K	0.1%	87
2013 Q3	$410K	Sell	13,062 -140	-1%	-$4.34K	0.17%	60
2013 Q2	$377K	Buy	+13,202	New	+$402K	0.18%	57

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

Joel Isaacson & Co's MDLZ Position: Q1 2026 in Review

Joel Isaacson & Co increased its Mondelez International (MDLZ) stake by 1.2% in Q1 2026, buying an estimated $7.59K and bringing the position to 10,914 shares worth $629K. The position accounts for 0.02% of the portfolio, ranked #252.

Joel Isaacson & Co first reported a position in MDLZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $918K in Q3 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Joel Isaacson & Co held 10,914 shares of Mondelez International worth $629K as of Q1 2026.
Joel Isaacson & Co bought 131 Mondelez International shares in Q1 2026, an estimated $7.59K.
Mondelez International made up 0.02% of Joel Isaacson & Co's portfolio in Q1 2026, its #252 holding.
Joel Isaacson & Co first reported a position in Mondelez International in Q2 2013 and has held it in 52 quarters since.
Joel Isaacson & Co's Mondelez International position peaked at $918K in Q3 2024.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.