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Marshall Investment Management’s Mondelez International MDLZ Stock Holding History

Marshall 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 		$24.8K Buy
+431
New +$25K 0.01% 149
2025
Q2 		– Sell
-431
Closed -$29.2K – 137
2025
Q1 		$29.2K Hold
431
– – 0.02% 129
2024
Q4 		$31.8K Buy
+431
New +$28.5K 0.02% 117

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

Marshall Investment Management's MDLZ Position: Q1 2026 in Review

Marshall Investment Management opened a new position in Mondelez International (MDLZ) in Q1 2026: 431 shares worth $24.8K. The stake represents 0.01% of the portfolio and ranks #149 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in MDLZ as recently as Q1 2025.

Marshall Investment Management first reported a position in MDLZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $31.8K in Q4 2024. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Marshall Investment Management held 431 shares of Mondelez International worth $24.8K as of Q1 2026.
  • Mondelez International was a new Marshall Investment Management position in Q1 2026.
  • Mondelez International made up 0.01% of Marshall Investment Management's portfolio in Q1 2026, its #149 holding.
  • Marshall Investment Management first reported a position in Mondelez International in Q4 2024 and has held it in 3 quarters since.
  • Marshall Investment Management's Mondelez International position peaked at $31.8K in Q4 2024.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.