MPS Loria Financial Planners’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 | $294K | Buy |
5,097
+34
| +0.7% | +$1.97K | 0.08% | 73 |
|
|
2025
Q4 | $273K | Hold |
5,063
| – | – | 0.07% | 74 |
|
|
2025
Q3 | $317K | Sell |
5,063
-257
| -5% | -$16.6K | 0.08% | 67 |
|
|
2025
Q2 | $359K | Sell |
5,320
-242
| -4% | -$16.1K | 0.11% | 60 |
|
|
2025
Q1 | $378K | Sell |
5,562
-152
| -3% | -$9.37K | 0.11% | 53 |
|
|
2024
Q4 | $342K | Sell |
5,714
-189
| -3% | -$12.5K | 0.1% | 58 |
|
|
2024
Q3 | $435K | Sell |
5,903
-126
| -2% | -$8.86K | 0.13% | 47 |
|
|
2024
Q2 | $395K | Sell |
6,029
-326
| -5% | -$22.4K | 0.13% | 49 |
|
|
2024
Q1 | $445K | Buy |
6,355
+25
| +0.4% | +$1.82K | 0.15% | 43 |
|
|
2023
Q4 | $459K | Buy |
6,330
+29
| +0.5% | +$1.99K | 0.16% | 40 |
|
|
2023
Q3 | $438K | Buy |
6,301
+23
| +0.4% | +$1.66K | 0.17% | 41 |
|
|
2023
Q2 | $458K | Buy |
6,278
+1
| +0% | +$74 | 0.17% | 42 |
|
|
2023
Q1 | $438K | Buy |
6,277
+24
| +0.4% | +$1.59K | 0.18% | 40 |
|
|
2022
Q4 | $417K | Sell |
6,253
-92
| -1% | -$5.82K | 0.19% | 41 |
|
|
2022
Q3 | $348K | Hold |
6,345
| – | – | 0.14% | 49 |
|
|
2022
Q2 | $393K | Buy |
6,345
+22
| +0.3% | +$1.39K | 0.18% | 45 |
|
|
2022
Q1 | $397K | Buy |
6,323
+21
| +0.3% | +$1.37K | 0.17% | 50 |
|
|
2021
Q4 | $417K | Buy |
6,302
+24
| +0.4% | +$1.48K | 0.17% | 46 |
|
|
2021
Q3 | $365K | Buy |
6,278
+20
| +0.3% | +$1.24K | 0.17% | 46 |
|
|
2021
Q2 | $391K | Sell |
6,258
-1,332
| -18% | -$82.1K | 0.18% | 43 |
|
|
2021
Q1 | $444K | Sell |
7,590
-360
| -5% | -$20.3K | 0.21% | 41 |
|
|
2020
Q4 | $460K | Buy |
7,950
+743
| +10% | +$42.5K | 0.21% | 40 |
|
|
2020
Q3 | $414K | Buy |
7,207
+27
| +0.4% | +$1.5K | 0.21% | 38 |
|
|
2020
Q2 | $367K | Sell |
7,180
-1,498
| -17% | -$77K | 0.2% | 37 |
|
|
2020
Q1 | $434K | Sell |
8,678
-86
| -1% | -$4.66K | 0.33% | 27 |
|
|
2019
Q4 | $482K | Buy |
8,764
+34
| +0.4% | +$1.82K | 0.28% | 32 |
|
|
2019
Q3 | $482K | Buy |
8,730
+31
| +0.4% | +$1.7K | 0.31% | 30 |
|
|
2019
Q2 | $468K | Buy |
8,699
+34
| +0.4% | +$1.77K | 0.3% | 32 |
|
|
2019
Q1 | $433K | Buy |
8,665
+42
| +0.5% | +$1.93K | 0.29% | 33 |
|
|
2018
Q4 | $345K | Sell |
8,623
-128
| -1% | -$5.46K | 0.25% | 43 |
|
|
2018
Q3 | $376K | Sell |
8,751
-205
| -2% | -$8.74K | 0.24% | 40 |
|
|
2018
Q2 | $367K | Buy |
8,956
+37
| +0.4% | +$1.49K | 0.37% | 38 |
|
|
2018
Q1 | $372K | Sell |
8,919
-93
| -1% | -$4.04K | 0.26% | 43 |
|
|
2017
Q4 | $386K | Buy |
9,012
+38
| +0.4% | +$1.59K | 0.26% | 43 |
|
|
2017
Q3 | $365K | Hold |
8,974
| – | – | 0.26% | 44 |
|
|
2017
Q2 | $394K | Buy |
+8,974
| New | +$405K | 0.26% | 44 |
|
Other funds holding MDLZ
VCM
VPM
MPS Loria Financial Planners's MDLZ Position: Q1 2026 in Review
MPS Loria Financial Planners increased its Mondelez International (MDLZ) stake by 0.67% in Q1 2026, buying an estimated $1.97K and bringing the position to 5,097 shares worth $294K. The position accounts for 0.08% of the portfolio, ranked #73.
MPS Loria Financial Planners first reported a position in MDLZ in Q2 2017 and has held it in 36 quarters since. The position peaked at $482K in Q4 2019. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.
- MPS Loria Financial Planners held 5,097 shares of Mondelez International worth $294K as of Q1 2026.
- MPS Loria Financial Planners bought 34 Mondelez International shares in Q1 2026, an estimated $1.97K.
- Mondelez International made up 0.08% of MPS Loria Financial Planners's portfolio in Q1 2026, its #73 holding.
- MPS Loria Financial Planners first reported a position in Mondelez International in Q2 2017 and has held it in 36 quarters since.
- MPS Loria Financial Planners's Mondelez International position peaked at $482K in Q4 2019.
- 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.
Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.