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NewEdge Wealth’s Mondelez International MDLZ Stock Holding History

NewEdge Wealth’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 		$3.56M Sell
61,844
-9,589
-13% -$555K 0.04% 287
2025
Q4 		$3.85M Sell
71,433
-4,056
-5% -$234K 0.04% 295
2025
Q3 		$4.23M Sell
75,489
-2,207
-3% -$142K 0.06% 238
2025
Q2 		$4.85M Buy
77,696
+2,904
+4% +$194K 0.08% 204
2025
Q1 		$5.07M Buy
74,792
+5,876
+9% +$362K 0.09% 184
2024
Q4 		$4.12M Sell
68,916
-9,349
-12% -$618K 0.07% 221
2024
Q3 		$5.77M Buy
78,265
+14,438
+23% +$1.01M 0.1% 168
2024
Q2 		$4.18M Sell
63,827
-148
-0.2% -$10.2K 0.09% 192
2024
Q1 		$4.51M Buy
63,975
+6,420
+11% +$469K 0.1% 180
2023
Q4 		$4.17M Buy
57,555
+5,947
+12% +$408K 0.11% 165
2023
Q3 		$3.58M Buy
51,608
+1,613
+3% +$116K 0.11% 161
2023
Q2 		$3.65M Sell
49,995
-502
-1% -$37.1K 0.12% 157
2023
Q1 		$3.52M Buy
50,497
+4,847
+11% +$321K 0.13% 146
2022
Q4 		$3.04M Buy
45,650
+1,847
+4% +$117K 0.13% 149
2022
Q3 		$2.4M Buy
43,803
+9,435
+27% +$586K 0.11% 162
2022
Q2 		$2.13M Buy
34,368
+24,262
+240% +$1.53M 0.1% 182
2022
Q1 		$634K Buy
10,106
+5,908
+141% +$385K 0.03% 272
2021
Q4 		$278K Buy
4,198
+24
+0.6% +$1.48K 0.01% 348
2021
Q3 		$243K Sell
4,174
-1,422
-25% -$88.5K 0.01% 269
2021
Q2 		$349K Sell
5,596
-1,441
-20% -$88.8K 0.03% 232
2021
Q1 		$412K Sell
7,037
-12,530
-64% -$707K 0.04% 235
2020
Q4 		$1.14M Buy
+19,567
New +$1.12M 0.35% 76

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

NewEdge Wealth's MDLZ Position: Q1 2026 in Review

NewEdge Wealth reduced its Mondelez International (MDLZ) stake by 13% in Q1 2026, selling an estimated $555K and leaving 61,844 shares worth $3.56M. The position accounts for 0.04% of the portfolio, ranked #287.

NewEdge Wealth first reported a position in MDLZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.77M in Q3 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • NewEdge Wealth held 61,844 shares of Mondelez International worth $3.56M as of Q1 2026.
  • NewEdge Wealth sold 9,589 Mondelez International shares in Q1 2026, an estimated $555K.
  • Mondelez International made up 0.04% of NewEdge Wealth's portfolio in Q1 2026, its #287 holding.
  • NewEdge Wealth first reported a position in Mondelez International in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's Mondelez International position peaked at $5.77M in Q3 2024.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.