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Nicholson Wealth Management Group’s Mondelez International MDLZ Stock Holding History

Nicholson Wealth Management Group’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 		$1.88M Buy
32,543
+455
+1% +$26.4K 1.09% 42
2025
Q4 		$1.73M Buy
32,088
+6,312
+24% +$363K 1.01% 64
2025
Q3 		$1.61M Buy
25,776
+1,935
+8% +$125K 0.94% 58
2025
Q2 		$1.61M Buy
23,841
+266
+1% +$17.7K 0.99% 48
2025
Q1 		$1.6M Sell
23,575
-922
-4% -$56.8K 1.05% 38
2024
Q4 		$1.46M Buy
24,497
+12,898
+111% +$853K 0.98% 53
2024
Q3 		$854K Buy
+11,599
New +$815K 0.7% 51

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

Nicholson Wealth Management Group's MDLZ Position: Q1 2026 in Review

Nicholson Wealth Management Group increased its Mondelez International (MDLZ) stake by 1.4% in Q1 2026, buying an estimated $26.4K and bringing the position to 32,543 shares worth $1.88M. The position accounts for 1.09% of the portfolio, ranked #42.

Nicholson Wealth Management Group first reported a position in MDLZ in Q3 2024 and has held it in 7 quarters since. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Nicholson Wealth Management Group held 32,543 shares of Mondelez International worth $1.88M as of Q1 2026.
  • Nicholson Wealth Management Group bought 455 Mondelez International shares in Q1 2026, an estimated $26.4K.
  • Mondelez International made up 1.09% of Nicholson Wealth Management Group's portfolio in Q1 2026, its #42 holding.
  • Nicholson Wealth Management Group first reported a position in Mondelez International in Q3 2024 and has held it in 7 quarters since.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.