Modern Wealth Management’s Mondelez International MDLZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$297K Buy
+5,201
New +$301K 0.01% 716
2025
Q4
Sell
-7,001
Closed -$437K 874
2025
Q3
$437K Buy
7,001
+227
+3% +$14.6K 0.01% 542
2025
Q2
$457K Buy
6,774
+1,423
+27% +$94.9K 0.01% 500
2025
Q1
$363K Buy
+5,351
New +$330K 0.01% 480

Other funds holding MDLZ

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

Modern Wealth Management opened a new position in Mondelez International (MDLZ) in Q1 2026: 5,201 shares worth $297K. The stake represents 0.01% of the portfolio and ranks #716 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in MDLZ as recently as Q3 2025.

Modern Wealth Management first reported a position in MDLZ in Q1 2025 and has held it in 4 quarters since. The position peaked at $457K in Q2 2025. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Modern Wealth Management held 5,201 shares of Mondelez International worth $297K as of Q1 2026.
  • Mondelez International was a new Modern Wealth Management position in Q1 2026.
  • Mondelez International made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #716 holding.
  • Modern Wealth Management first reported a position in Mondelez International in Q1 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's Mondelez International position peaked at $457K in Q2 2025.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.