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Mount Yale Investment Advisors’s Mondelez International MDLZ Stock Holding History

Mount Yale Investment Advisors’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 		$2.41M Buy
41,526
+18,152
+78% +$1.05M 0.06% 336
2025
Q4 		$1.27M Sell
23,374
-6,918
-23% -$398K 0.06% 273
2025
Q3 		$1.91M Buy
30,292
+13,799
+84% +$890K 0.13% 165
2025
Q2 		$1.11M Buy
16,493
+4,683
+40% +$312K 0.09% 197
2025
Q1 		$801K Sell
11,810
-719
-6% -$44.3K 0.07% 235
2024
Q4 		$748K Buy
+12,529
New +$829K 0.06% 258
2024
Q2 		– Sell
-9,180
Closed -$643K – 569
2024
Q1 		$643K Buy
9,180
+71
+0.8% +$5.18K 0.05% 304
2023
Q4 		$660K Buy
9,109
+1,174
+15% +$80.5K 0.06% 268
2023
Q3 		$551K Buy
7,935
+12
+0.2% +$865 0.06% 292
2023
Q2 		$578K Sell
7,923
-236
-3% -$17.4K 0.06% 284
2023
Q1 		$569K Buy
8,159
+425
+5% +$28.1K 0.06% 281
2022
Q4 		$515K Sell
7,734
-375
-5% -$23.7K 0.06% 277
2022
Q3 		$445K Sell
8,109
-5,272
-39% -$327K 0.06% 282
2022
Q2 		$831K Buy
13,381
+375
+3% +$23.7K 0.1% 192
2022
Q1 		$817K Buy
13,006
+2,040
+19% +$133K 0.09% 228
2021
Q4 		$727K Buy
10,966
+1,060
+11% +$65.4K 0.08% 246
2021
Q3 		$576K Buy
+9,906
New +$616K 0.07% 262
2018
Q4 		– Sell
-228
Closed -$10K – 579
2018
Q3 		$10K Hold
228
– – ﹤0.01% 857
2018
Q2 		$9K Sell
228
-1,422
-86% -$57.1K ﹤0.01% 876
2018
Q1 		$69K Buy
+1,650
New +$71.7K 0.01% 553

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

Mount Yale Investment Advisors's MDLZ Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Mondelez International (MDLZ) stake by 78% in Q1 2026, buying an estimated $1.05M and bringing the position to 41,526 shares worth $2.41M. The position accounts for 0.06% of the portfolio, ranked #336.

Mount Yale Investment Advisors first reported a position in MDLZ in Q1 2018 and has held it in 20 quarters since. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Mount Yale Investment Advisors held 41,526 shares of Mondelez International worth $2.41M as of Q1 2026.
  • Mount Yale Investment Advisors bought 18,152 Mondelez International shares in Q1 2026, an estimated $1.05M.
  • Mondelez International made up 0.06% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #336 holding.
  • Mount Yale Investment Advisors first reported a position in Mondelez International in Q1 2018 and has held it in 20 quarters since.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.