Legacy Capital Wealth Partners’s Mondelez International MDLZ Stock Holding History

Legacy Capital Wealth Partners’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	$216K	Sell	3,755 -1,381	-27%	-$80K	0.04%	356
2025 Q4	$276K	Sell	5,136 -650	-11%	-$37.4K	0.06%	315
2025 Q3	$361K	Sell	5,786 -140	-2%	-$9.03K	0.08%	272
2025 Q2	$400K	Sell	5,926 -369	-6%	-$24.6K	0.09%	250
2025 Q1	$427K	Sell	6,295 -1,153	-15%	-$71.1K	0.11%	217
2024 Q4	$445K	Sell	7,448 -1,784	-19%	-$118K	0.11%	203
2024 Q3	$680K	Sell	9,232 -1,197	-11%	-$84.1K	0.14%	144
2024 Q2	$683K	Buy	+10,429	New	+$716K	0.17%	119
2024 Q1	–	Sell	-14,980	Closed	-$1.09M	–	249
2023 Q4	$1.09M	Sell	14,980 -351	-2%	-$24.1K	0.31%	68
2023 Q3	$1.06M	Buy	+15,331	New	+$1.1M	0.29%	71
2023 Q2	–	Sell	-14,712	Closed	-$1.03M	–	154
2023 Q1	$1.03M	Buy	+14,712	New	+$974K	0.28%	77
2021 Q2	–	Sell	-9,392	Closed	-$553K	–	55
2021 Q1	$553K	Buy	9,392 +592	+7%	+$33.4K	0.23%	44
2020 Q4	$517K	Buy	+8,800	New	+$503K	0.22%	44

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

Legacy Capital Wealth Partners's MDLZ Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its Mondelez International (MDLZ) stake by 27% in Q1 2026, selling an estimated $80K and leaving 3,755 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #356.

Legacy Capital Wealth Partners first reported a position in MDLZ in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.09M in Q4 2023. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Legacy Capital Wealth Partners held 3,755 shares of Mondelez International worth $216K as of Q1 2026.
Legacy Capital Wealth Partners sold 1,381 Mondelez International shares in Q1 2026, an estimated $80K.
Mondelez International made up 0.04% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #356 holding.
Legacy Capital Wealth Partners first reported a position in Mondelez International in Q4 2020 and has held it in 13 quarters since.
Legacy Capital Wealth Partners's Mondelez International position peaked at $1.09M in Q4 2023.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.