Phillips Wealth Planners’s Mondelez International MDLZ Stock Holding History

Phillips Wealth Planners’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	$408K	Buy	6,636 +358	+6%	+$20.7K	0.31%	108
2025 Q4	$360K	Sell	6,278 -3,963	-39%	-$228K	0.29%	111
2025 Q3	$633K	Sell	10,241 -104	-1%	-$6.71K	0.53%	59
2025 Q2	$705K	Buy	10,345 +2,295	+29%	+$153K	0.64%	47
2025 Q1	$540K	Buy	8,050 +4,388	+120%	+$270K	0.57%	57
2024 Q4	$206K	Sell	3,662 -2,415	-40%	-$160K	0.21%	170
2024 Q3	$437K	Buy	6,077 +1,336	+28%	+$93.9K	0.42%	75
2024 Q2	$313K	Sell	4,741 -1,616	-25%	-$111K	0.33%	112
2024 Q1	$419K	Sell	6,357 -288	-4%	-$21K	0.48%	75
2023 Q4	$484K	Buy	6,645 +1,414	+27%	+$96.9K	0.58%	53
2023 Q3	$336K	Sell	5,231 -145	-3%	-$10.4K	0.45%	82
2023 Q2	$392K	Sell	5,376 -1,557	-22%	-$115K	0.51%	74
2023 Q1	$535K	Sell	6,933 -1,371	-17%	-$90.8K	0.71%	47
2022 Q4	$550K	Buy	+8,304	New	+$525K	0.96%	36

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

Phillips Wealth Planners's MDLZ Position: Q1 2026 in Review

Phillips Wealth Planners increased its Mondelez International (MDLZ) stake by 5.7% in Q1 2026, buying an estimated $20.7K and bringing the position to 6,636 shares worth $408K. The position accounts for 0.31% of the portfolio, ranked #108.

Phillips Wealth Planners first reported a position in MDLZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $705K in Q2 2025. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Phillips Wealth Planners held 6,636 shares of Mondelez International worth $408K as of Q1 2026.
Phillips Wealth Planners bought 358 Mondelez International shares in Q1 2026, an estimated $20.7K.
Mondelez International made up 0.31% of Phillips Wealth Planners's portfolio in Q1 2026, its #108 holding.
Phillips Wealth Planners first reported a position in Mondelez International in Q4 2022 and has held it in 14 quarters since.
Phillips Wealth Planners's Mondelez International position peaked at $705K in Q2 2025.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.