KFI
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Key Financial Inc’s Mondelez International MDLZ Stock Holding History

Key Financial Inc’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 		$757K Sell
13,139
-306
-2% -$17.7K 0.13% 143
2025
Q4 		$724K Sell
13,445
-23
-0.2% -$1.32K 0.13% 138
2025
Q3 		$851K Buy
13,468
+5
+0% +$322 0.16% 118
2025
Q2 		$908K Buy
13,463
+3
+0% +$200 0.18% 106
2025
Q1 		$913K Sell
13,460
-1,069
-7% -$65.9K 0.2% 92
2024
Q4 		$868K Sell
14,529
-197
-1% -$13K 0.2% 97
2024
Q3 		$1.08M Buy
14,726
+11
+0.1% +$773 0.24% 74
2024
Q2 		$963K Buy
14,715
+1,084
+8% +$74.4K 0.23% 75
2024
Q1 		$954K Buy
13,631
+3
+0% +$219 0.24% 74
2023
Q4 		$987K Buy
13,628
+3
+0% +$206 0.27% 71
2023
Q3 		$946K Buy
13,625
+2
+0% +$144 0.32% 63
2023
Q2 		$994K Buy
13,623
+111
+0.8% +$8.2K 0.33% 62
2023
Q1 		$942K Buy
13,512
+5
+0% +$331 0.34% 57
2022
Q4 		$741K Hold
13,507
– – 0.35% 55
2022
Q3 		$741K Buy
13,507
+9,867
+271% +$613K 0.35% 55
2022
Q2 		$230K Buy
3,640
+110
+3% +$6.95K 0.12% 132
2022
Q1 		$222K Buy
3,530
+2
+0.1% +$130 0.11% 148
2021
Q4 		$234K Buy
3,528
+2
+0.1% +$123 0.12% 136
2021
Q3 		$205K Hold
3,526
– – 0.12% 145
2021
Q2 		$223K Buy
3,526
+104
+3% +$6.41K 0.12% 143
2021
Q1 		$200K Buy
3,422
+141
+4% +$7.96K 0.13% 139
2020
Q4 		$192K Buy
+3,281
New +$188K 0.14% 125
2020
Q2 		– Sell
-3,074
Closed -$157K – 406
2020
Q1 		$157K Buy
+3,074
New +$167K 0.16% 111

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

Key Financial Inc's MDLZ Position: Q1 2026 in Review

Key Financial Inc reduced its Mondelez International (MDLZ) stake by 2.3% in Q1 2026, selling an estimated $17.7K and leaving 13,139 shares worth $757K. The position accounts for 0.13% of the portfolio, ranked #143.

Key Financial Inc first reported a position in MDLZ in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.08M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Key Financial Inc held 13,139 shares of Mondelez International worth $757K as of Q1 2026.
  • Key Financial Inc sold 306 Mondelez International shares in Q1 2026, an estimated $17.7K.
  • Mondelez International made up 0.13% of Key Financial Inc's portfolio in Q1 2026, its #143 holding.
  • Key Financial Inc first reported a position in Mondelez International in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Mondelez International position peaked at $1.08M in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.