MWM
MDLZ icon

Modera Wealth Management’s Mondelez International MDLZ Stock Holding History

Modera Wealth 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 		$4.14M Sell
71,869
-5,215
-7% -$302K 0.05% 195
2025
Q4 		$4.15M Sell
77,084
-14,526
-16% -$836K 0.05% 202
2025
Q3 		$5.72M Buy
91,610
+7,674
+9% +$495K 0.07% 174
2025
Q2 		$5.66M Buy
83,936
+9,730
+13% +$649K 0.07% 170
2025
Q1 		$5.03M Buy
74,206
+3,846
+5% +$237K 0.07% 177
2024
Q4 		$4.2M Buy
70,360
+361
+0.5% +$23.9K 0.05% 195
2024
Q3 		$5.16M Buy
69,999
+19,222
+38% +$1.35M 0.07% 162
2024
Q2 		$3.32M Buy
50,777
+29,775
+142% +$2.04M 0.05% 190
2024
Q1 		$1.47M Sell
21,002
-207
-1% -$15.1K 0.02% 258
2023
Q4 		$1.54M Buy
21,209
+94
+0.4% +$6.44K 0.03% 243
2023
Q3 		$1.47M Sell
21,115
-2,177
-9% -$157K 0.03% 245
2023
Q2 		$1.7M Buy
23,292
+13,039
+127% +$963K 0.03% 239
2023
Q1 		$715K Sell
10,253
-33
-0.3% -$2.19K 0.03% 182
2022
Q4 		$686K Sell
10,286
-398
-4% -$25.2K 0.03% 178
2022
Q3 		$586K Buy
10,684
+154
+1% +$9.56K 0.03% 172
2022
Q2 		$654K Buy
10,530
+325
+3% +$20.5K 0.03% 172
2022
Q1 		$641K Sell
10,205
-318
-3% -$20.7K 0.03% 182
2021
Q4 		$698K Buy
10,523
+756
+8% +$46.7K 0.03% 219
2021
Q3 		$568K Sell
9,767
-800
-8% -$49.8K 0.03% 148
2021
Q2 		$660K Buy
10,567
+71
+0.7% +$4.37K 0.04% 128
2021
Q1 		$614K Sell
10,496
-330
-3% -$18.6K 0.04% 126
2020
Q4 		$633K Buy
10,826
+1,406
+15% +$80.4K 0.05% 120
2020
Q3 		$541K Hold
9,420
– – 0.08% 82
2020
Q2 		$482K Buy
9,420
+734
+8% +$37.7K 0.08% 87
2020
Q1 		$435K Buy
8,686
+1,524
+21% +$82.6K 0.09% 88
2019
Q4 		$394K Sell
7,162
-884
-11% -$47.3K 0.06% 90
2019
Q3 		$445K Buy
8,046
+136
+2% +$7.44K 0.07% 82
2019
Q2 		$426K Sell
7,910
-402
-5% -$20.9K 0.08% 84
2019
Q1 		$415K Buy
8,312
+490
+6% +$22.5K 0.08% 82
2018
Q4 		$313K Buy
7,822
+1
+0% +$43 0.06% 92
2018
Q3 		$336K Sell
7,821
-133
-2% -$5.67K 0.07% 93
2018
Q2 		$326K Sell
7,954
-880
-10% -$35.4K 0.07% 92
2018
Q1 		$369K Buy
8,834
+305
+4% +$13.2K 0.08% 81
2017
Q4 		$365K Buy
8,529
+496
+6% +$20.8K 0.08% 83
2017
Q3 		$327K Sell
8,033
-69
-0.9% -$2.93K 0.07% 89
2017
Q2 		$350K Buy
8,102
+1
+0% +$45 0.09% 77
2017
Q1 		$349K Buy
8,101
+1
+0% +$44 0.09% 82
2016
Q4 		$359K Sell
8,100
-128
-2% -$5.51K 0.12% 75
2016
Q3 		$361K Sell
8,228
-410
-5% -$18K 0.12% 72
2016
Q2 		$393K Buy
8,638
+669
+8% +$29.1K 0.14% 60
2016
Q1 		$320K Buy
+7,969
New +$324K 0.11% 80

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

Modera Wealth Management's MDLZ Position: Q1 2026 in Review

Modera Wealth Management reduced its Mondelez International (MDLZ) stake by 6.8% in Q1 2026, selling an estimated $302K and leaving 71,869 shares worth $4.14M. The position accounts for 0.05% of the portfolio, ranked #195.

Modera Wealth Management first reported a position in MDLZ in Q1 2016 and has held it in 41 quarters since. The position peaked at $5.72M in Q3 2025. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Modera Wealth Management held 71,869 shares of Mondelez International worth $4.14M as of Q1 2026.
  • Modera Wealth Management sold 5,215 Mondelez International shares in Q1 2026, an estimated $302K.
  • Mondelez International made up 0.05% of Modera Wealth Management's portfolio in Q1 2026, its #195 holding.
  • Modera Wealth Management first reported a position in Mondelez International in Q1 2016 and has held it in 41 quarters since.
  • Modera Wealth Management's Mondelez International position peaked at $5.72M in Q3 2025.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.