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Liberty One Investment Management’s Mondelez International MDLZ Stock Holding History

Liberty One Investment 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 		$15M Sell
260,918
-52,968
-17% -$3.07M 1.55% 24
2025
Q4 		$16.9M Sell
313,886
-476,751
-60% -$27.4M 2.16% 22
2025
Q3 		$49.4M Buy
790,637
+397,520
+101% +$25.6M 2.78% 22
2025
Q2 		$26.5M Buy
393,117
+6,772
+2% +$452K 2.68% 18
2025
Q1 		$26.2M Buy
386,345
+28,050
+8% +$1.73M 2.65% 18
2024
Q4 		$21.4M Buy
358,295
+11,946
+3% +$790K 2.32% 22
2024
Q3 		$25.5M Buy
346,349
+4,456
+1% +$313K 2.61% 19
2024
Q2 		$22.4M Buy
341,893
+13,995
+4% +$960K 2.52% 21
2024
Q1 		$23M Sell
327,898
-65
-0% -$4.75K 2.6% 18
2023
Q4 		$23.8M Buy
327,963
+6,299
+2% +$432K 2.93% 16
2023
Q3 		$22.3M Sell
321,664
-4,204
-1% -$303K 3.24% 11
2023
Q2 		$23.8M Sell
325,868
-252
-0.1% -$18.6K 3.08% 14
2023
Q1 		$22.7M Buy
326,120
+11,580
+4% +$767K 3.1% 13
2022
Q4 		$21M Buy
314,540
+12,968
+4% +$820K 3.01% 15
2022
Q3 		$16.5M Buy
301,572
+39,613
+15% +$2.46M 2.72% 19
2022
Q2 		$16.4M Sell
261,959
-17,264
-6% -$1.09M 2.78% 17
2022
Q1 		$17.5M Buy
279,223
+4,875
+2% +$317K 2.66% 19
2021
Q4 		$18.2M Buy
274,348
+10,839
+4% +$669K 2.74% 16
2021
Q3 		$15.3M Buy
263,509
+1,550
+0.6% +$96.4K 2.62% 18
2021
Q2 		$16.4M Buy
261,959
+2,765
+1% +$170K 2.76% 17
2021
Q1 		$15.2M Buy
259,194
+6,082
+2% +$343K 2.7% 20
2020
Q4 		$14.8M Buy
253,112
+5,472
+2% +$313K 2.78% 21
2020
Q3 		$14.2M Buy
247,640
+10,453
+4% +$582K 2.91% 20
2020
Q2 		$12.1M Buy
237,187
+12,972
+6% +$666K 2.72% 18
2020
Q1 		$11.2M Sell
224,215
-6,718
-3% -$364K 2.89% 17
2019
Q4 		$12.7M Buy
+230,933
New +$12.4M 2.75% 20

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

Liberty One Investment Management's MDLZ Position: Q1 2026 in Review

Liberty One Investment Management reduced its Mondelez International (MDLZ) stake by 17% in Q1 2026, selling an estimated $3.07M and leaving 260,918 shares worth $15M. The position accounts for 1.55% of the portfolio, ranked #24.

Liberty One Investment Management first reported a position in MDLZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $49.4M in Q3 2025. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Liberty One Investment Management held 260,918 shares of Mondelez International worth $15M as of Q1 2026.
  • Liberty One Investment Management sold 52,968 Mondelez International shares in Q1 2026, an estimated $3.07M.
  • Mondelez International made up 1.55% of Liberty One Investment Management's portfolio in Q1 2026, its #24 holding.
  • Liberty One Investment Management first reported a position in Mondelez International in Q4 2019 and has held it in 26 quarters since.
  • Liberty One Investment Management's Mondelez International position peaked at $49.4M in Q3 2025.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.