Mosaic Family Wealth Partners’s Mondelez International MDLZ Stock Holding History

Mosaic Family Wealth Partners’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	$209K	Buy	+3,629	New	+$210K	0.02%	267
2025 Q4	–	Sell	-3,528	Closed	-$221K	–	251
2025 Q3	$221K	Sell	3,528 -215	-6%	-$13.9K	0.03%	211
2025 Q2	$252K	Buy	3,743 +15	+0.4%	+$1K	0.03%	194
2025 Q1	$253K	Sell	3,728 -484	-11%	-$29.8K	0.04%	189
2024 Q4	$252K	Sell	4,212 -157	-4%	-$10.4K	0.04%	181
2024 Q3	$322K	Sell	4,369 -16	-0.4%	-$1.13K	0.05%	158
2024 Q2	$287K	Buy	4,385 +21	+0.5%	+$1.44K	0.05%	154
2024 Q1	$305K	Buy	4,364 +302	+7%	+$22K	0.05%	160
2023 Q4	$294K	Buy	4,062 +3	+0.1%	+$206	0.05%	148
2023 Q3	$282K	Buy	4,059 +2	+0%	+$144	0.06%	146
2023 Q2	$296K	Sell	4,057 -63	-2%	-$4.65K	0.06%	144
2023 Q1	$287K	Buy	4,120 +2	+0%	+$132	0.06%	142
2022 Q4	$274K	Buy	+4,118	New	+$260K	0.08%	147

Other funds holding MDLZ

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mosaic Family Wealth Partners's MDLZ Position: Q1 2026 in Review

Mosaic Family Wealth Partners opened a new position in Mondelez International (MDLZ) in Q1 2026: 3,629 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #267 among its holdings. This is a return to the name: Mosaic Family Wealth Partners previously reported a position in MDLZ as recently as Q3 2025.

Mosaic Family Wealth Partners first reported a position in MDLZ in Q4 2022 and has held it in 13 quarters since. The position peaked at $322K in Q3 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Mosaic Family Wealth Partners held 3,629 shares of Mondelez International worth $209K as of Q1 2026.
Mondelez International was a new Mosaic Family Wealth Partners position in Q1 2026.
Mondelez International made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #267 holding.
Mosaic Family Wealth Partners first reported a position in Mondelez International in Q4 2022 and has held it in 13 quarters since.
Mosaic Family Wealth Partners's Mondelez International position peaked at $322K in Q3 2024.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.