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Kestra Private Wealth Services’s Mondelez International MDLZ Stock Holding History

Kestra Private Wealth Services’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 		$1.29M Sell
22,335
-397
-2% -$23K 0.02% 719
2025
Q4 		$1.22M Sell
22,732
-3,784
-14% -$218K 0.02% 720
2025
Q3 		$1.66M Sell
26,516
-9,421
-26% -$608K 0.02% 590
2025
Q2 		$2.42M Buy
35,937
+9,712
+37% +$648K 0.03% 447
2025
Q1 		$1.78M Sell
26,225
-3,503
-12% -$216K 0.03% 485
2024
Q4 		$1.78M Buy
29,728
+3,860
+15% +$255K 0.03% 462
2024
Q3 		$1.91M Sell
25,868
-3,770
-13% -$265K 0.03% 429
2024
Q2 		$1.94M Buy
29,638
+2,238
+8% +$154K 0.04% 403
2024
Q1 		$1.92M Sell
27,400
-8,411
-23% -$614K 0.04% 384
2023
Q4 		$2.59M Sell
35,811
-716
-2% -$49.1K 0.07% 298
2023
Q3 		$2.53M Buy
36,527
+1,274
+4% +$91.8K 0.08% 265
2023
Q2 		$2.57M Buy
35,253
+2,640
+8% +$195K 0.09% 251
2023
Q1 		$2.27M Buy
32,613
+1,986
+6% +$132K 0.09% 241
2022
Q4 		$2.04M Buy
30,627
+1,585
+5% +$100K 0.1% 226
2022
Q3 		$1.59M Sell
29,042
-36
-0.1% -$2.24K 0.09% 251
2022
Q2 		$1.8M Buy
29,078
+6,052
+26% +$382K 0.1% 237
2022
Q1 		$1.45M Buy
23,026
+5,285
+30% +$344K 0.07% 289
2021
Q4 		$1.18M Buy
17,741
+1,108
+7% +$68.4K 0.06% 349
2021
Q3 		$968K Sell
16,633
-3,271
-16% -$203K 0.05% 358
2021
Q2 		$1.24M Buy
19,904
+1,929
+11% +$119K 0.08% 281
2021
Q1 		$1.05M Buy
17,975
+1,001
+6% +$56.5K 0.07% 279
2020
Q4 		$984K Sell
16,974
-327
-2% -$18.7K 0.07% 273
2020
Q3 		$993K Buy
+17,301
New +$963K 0.09% 240

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

Kestra Private Wealth Services's MDLZ Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Mondelez International (MDLZ) stake by 1.7% in Q1 2026, selling an estimated $23K and leaving 22,335 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #719.

Kestra Private Wealth Services first reported a position in MDLZ in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.59M in Q4 2023. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Kestra Private Wealth Services held 22,335 shares of Mondelez International worth $1.29M as of Q1 2026.
  • Kestra Private Wealth Services sold 397 Mondelez International shares in Q1 2026, an estimated $23K.
  • Mondelez International made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #719 holding.
  • Kestra Private Wealth Services first reported a position in Mondelez International in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Mondelez International position peaked at $2.59M in Q4 2023.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.