Moneta Group Investment Advisors’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 | $1.99M | Buy |
34,456
+7,157
| +26% | +$414K | 0.01% | 268 |
|
|
2025
Q4 | $1.47M | Sell |
27,299
-13,318
| -33% | -$767K | 0.01% | 304 |
|
|
2025
Q3 | $2.54M | Sell |
40,617
-932
| -2% | -$60.1K | 0.02% | 241 |
|
|
2025
Q2 | $2.8M | Buy |
41,549
+3,430
| +9% | +$229K | 0.03% | 189 |
|
|
2025
Q1 | $2.59M | Sell |
38,119
-1,248
| -3% | -$76.9K | 0.04% | 180 |
|
|
2024
Q4 | $2.35M | Buy |
39,367
+2,833
| +8% | +$187K | 0.03% | 187 |
|
|
2024
Q3 | $2.69M | Sell |
36,534
-1,892
| -5% | -$133K | 0.04% | 171 |
|
|
2024
Q2 | $2.51M | Buy |
38,426
+325
| +0.9% | +$22.3K | 0.04% | 171 |
|
|
2024
Q1 | $2.67M | Buy |
38,101
+2,447
| +7% | +$179K | 0.04% | 165 |
|
|
2023
Q4 | $2.58M | Sell |
35,654
-3,883
| -10% | -$266K | 0.05% | 152 |
|
|
2023
Q3 | $2.74M | Buy |
39,537
+621
| +2% | +$44.7K | 0.06% | 141 |
|
|
2023
Q2 | $2.84M | Buy |
38,916
+13,840
| +55% | +$1.02M | 0.06% | 145 |
|
|
2023
Q1 | $1.75M | Buy |
25,076
+2,716
| +12% | +$180K | 0.04% | 172 |
|
|
2022
Q4 | $1.46M | Buy |
22,360
+2,243
| +11% | +$142K | 0.04% | 175 |
|
|
2022
Q3 | $1.1M | Sell |
20,117
-627
| -3% | -$38.9K | 0.04% | 181 |
|
|
2022
Q2 | $1.29M | Buy |
20,744
+9,817
| +90% | +$620K | 0.04% | 179 |
|
|
2022
Q1 | $686K | Sell |
10,927
-399
| -4% | -$26K | 0.03% | 251 |
|
|
2021
Q4 | $751K | Buy |
11,326
+1,254
| +12% | +$77.4K | 0.03% | 241 |
|
|
2021
Q3 | $586K | Sell |
10,072
-770
| -7% | -$47.9K | 0.03% | 260 |
|
|
2021
Q2 | $677K | Buy |
10,842
+249
| +2% | +$15.3K | 0.03% | 241 |
|
|
2021
Q1 | $620K | Buy |
10,593
+1,186
| +13% | +$66.9K | 0.03% | 231 |
|
|
2020
Q4 | $550K | Buy |
9,407
+2,793
| +42% | +$160K | 0.04% | 187 |
|
|
2020
Q3 | $380K | Buy |
+6,614
| New | +$368K | 0.03% | 196 |
|
|
2018
Q2 | – | Sell |
-1,023
| Closed | -$43K | – | 544 |
|
|
2018
Q1 | $43K | Sell |
1,023
-27
| -3% | -$1.17K | 0.01% | 335 |
|
|
2017
Q4 | $45K | Buy |
+1,050
| New | +$44.1K | 0.01% | 278 |
|
|
2015
Q4 | – | Sell |
-1,023
| Closed | -$43K | – | 306 |
|
|
2015
Q3 | $43K | Buy |
+1,023
| New | +$44.1K | 0.01% | 248 |
|
|
2015
Q2 | – | Sell |
-9,000
| Closed | -$325K | – | 146 |
|
|
2015
Q1 | $325K | Hold |
9,000
| – | – | 0.14% | 114 |
|
|
2014
Q4 | $327K | Hold |
9,000
| – | – | 0.16% | 111 |
|
|
2014
Q3 | $308K | Hold |
9,000
| – | – | 0.16% | 106 |
|
|
2014
Q2 | $338K | Hold |
9,000
| – | – | 0.18% | 96 |
|
|
2014
Q1 | $311K | Hold |
9,000
| – | – | 0.18% | 90 |
|
|
2013
Q4 | $318K | Hold |
9,000
| – | – | 0.19% | 89 |
|
|
2013
Q3 | $283K | Hold |
9,000
| – | – | 0.19% | 92 |
|
|
2013
Q2 | $257K | Buy |
+9,000
| New | +$274K | 0.18% | 94 |
|
Other funds holding MDLZ
VCM
VPM
Moneta Group Investment Advisors's MDLZ Position: Q1 2026 in Review
Moneta Group Investment Advisors increased its Mondelez International (MDLZ) stake by 26% in Q1 2026, buying an estimated $414K and bringing the position to 34,456 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #268.
Moneta Group Investment Advisors first reported a position in MDLZ in Q2 2013 and has held it in 34 quarters since. The position peaked at $2.84M in Q2 2023. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.
- Moneta Group Investment Advisors held 34,456 shares of Mondelez International worth $1.99M as of Q1 2026.
- Moneta Group Investment Advisors bought 7,157 Mondelez International shares in Q1 2026, an estimated $414K.
- Mondelez International made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #268 holding.
- Moneta Group Investment Advisors first reported a position in Mondelez International in Q2 2013 and has held it in 34 quarters since.
- Moneta Group Investment Advisors's Mondelez International position peaked at $2.84M in Q2 2023.
- 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.