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Mowery & Schoenfeld Wealth Management’s Mondelez International MDLZ Stock Holding History

Mowery & Schoenfeld 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 		$78.2K Hold
1,356
– – 0.12% 99
2025
Q4 		$73K Hold
1,356
– – 0.11% 112
2025
Q3 		$84.7K Hold
1,356
– – 0.15% 93
2025
Q2 		$91.5K Hold
1,356
– – 0.14% 84
2025
Q1 		$92K Sell
1,356
-246
-15% -$15.2K 0.18% 84
2024
Q4 		$95.7K Buy
1,602
+837
+109% +$55.4K 0.19% 73
2024
Q3 		$56.4K Hold
765
– – 0.09% 94
2024
Q2 		$50.1K Buy
765
+308
+67% +$21.1K 0.07% 97
2024
Q1 		$32K Buy
+457
New +$33.4K 0.06% 92

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

Mowery & Schoenfeld Wealth Management's MDLZ Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management held its Mondelez International (MDLZ) position steady in Q1 2026 at 1,356 shares worth $78.2K. The position accounts for 0.12% of the portfolio, ranked #99.

Mowery & Schoenfeld Wealth Management first reported a position in MDLZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $95.7K in Q4 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 1,356 shares of Mondelez International worth $78.2K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management left its Mondelez International share count unchanged in Q1 2026.
  • Mondelez International made up 0.12% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #99 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Mondelez International in Q1 2024 and has held it in 9 quarters since.
  • Mowery & Schoenfeld Wealth Management's Mondelez International position peaked at $95.7K in Q4 2024.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.