NGA
MDLZ icon

Naples Global Advisors’s Mondelez International MDLZ Stock Holding History

Naples Global 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 		$318K Buy
+5,462
New +$316K 0.02% 384
2025
Q4 		– Sell
-3,741
Closed -$236K – 444
2025
Q3 		$236K Hold
3,741
– – 0.02% 413
2025
Q2 		$254K Sell
3,741
-121
-3% -$8.07K 0.02% 383
2025
Q1 		$264K Hold
3,862
– – 0.03% 363
2024
Q4 		$232K Buy
3,862
+348
+10% +$23K 0.02% 376
2024
Q3 		$261K Sell
3,514
-1,678
-32% -$118K 0.02% 363
2024
Q2 		$342K Sell
5,192
-593
-10% -$40.7K 0.03% 326
2024
Q1 		$407K Buy
5,785
+26
+0.5% +$1.9K 0.04% 311
2023
Q4 		$420K Hold
5,759
– – 0.05% 298
2023
Q3 		$402K Sell
5,759
-195
-3% -$14.1K 0.05% 300
2023
Q2 		$437K Buy
5,954
+629
+12% +$46.5K 0.05% 296
2023
Q1 		$373K Buy
5,325
+6
+0.1% +$397 0.05% 310
2022
Q4 		$357K Buy
5,319
+356
+7% +$22.5K 0.05% 311
2022
Q3 		$274K Buy
4,963
+69
+1% +$4.29K 0.04% 328
2022
Q2 		$305K Buy
4,894
+552
+13% +$34.9K 0.04% 314
2022
Q1 		$273K Buy
4,342
+5
+0.1% +$325 0.03% 350
2021
Q4 		$288K Buy
4,337
+5
+0.1% +$309 0.03% 352
2021
Q3 		$252K Buy
4,332
+5
+0.1% +$311 0.03% 354
2021
Q2 		$270K Buy
4,327
+5
+0.1% +$308 0.04% 338
2021
Q1 		$253K Buy
4,322
+12
+0.3% +$677 0.04% 337
2020
Q4 		$252K Buy
4,310
+5
+0.1% +$286 0.04% 320
2020
Q3 		$247K Buy
4,305
+5
+0.1% +$278 0.05% 309
2020
Q2 		$220K Sell
4,300
-195
-4% -$10K 0.05% 309
2020
Q1 		$225K Buy
4,495
+5
+0.1% +$271 0.06% 283
2019
Q4 		$247K Buy
+4,490
New +$240K 0.05% 290
2014
Q3 		– Sell
-5,948
Closed -$224K – 220
2014
Q2 		$224K Sell
5,948
-400
-6% -$14.6K 0.13% 217
2014
Q1 		$219K Buy
6,348
+380
+6% +$13K 0.13% 238
2013
Q4 		$211K Buy
+5,968
New +$198K 0.14% 230

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

Naples Global Advisors's MDLZ Position: Q1 2026 in Review

Naples Global Advisors opened a new position in Mondelez International (MDLZ) in Q1 2026: 5,462 shares worth $318K. The stake represents 0.02% of the portfolio and ranks #384 among its holdings. This is a return to the name: Naples Global Advisors previously reported a position in MDLZ as recently as Q3 2025.

Naples Global Advisors first reported a position in MDLZ in Q4 2013 and has held it in 28 quarters since. The position peaked at $437K in Q2 2023. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Naples Global Advisors held 5,462 shares of Mondelez International worth $318K as of Q1 2026.
  • Mondelez International was a new Naples Global Advisors position in Q1 2026.
  • Mondelez International made up 0.02% of Naples Global Advisors's portfolio in Q1 2026, its #384 holding.
  • Naples Global Advisors first reported a position in Mondelez International in Q4 2013 and has held it in 28 quarters since.
  • Naples Global Advisors's Mondelez International position peaked at $437K in Q2 2023.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.