Optima Capital’s Mondelez International MDLZ Stock Holding History

Optima Capital’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	–	Sell	-1,035	Closed	-$55.9K	–	833
2025 Q4	$55.9K	Buy	+1,035	New	+$59.6K	0.02%	296

Other funds holding MDLZ

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optima Capital's MDLZ Position: Q1 2026 in Review

Optima Capital sold out of Mondelez International (MDLZ) in Q1 2026, closing a stake of 1,035 shares — an estimated $55.9K sold.

Optima Capital first reported a position in MDLZ in Q4 2025 and held it in 1 quarter. The position peaked at $55.9K in Q4 2025. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Optima Capital reported no remaining Mondelez International position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1,035 Mondelez International shares in Q1 2026, an estimated $55.9K.
Optima Capital first reported a position in Mondelez International in Q4 2025 and held it in 1 quarter.
Optima Capital's Mondelez International position peaked at $55.9K in Q4 2025.
1,898 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.