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Phoenix Financial’s Mondelez International MDLZ Stock Holding History

Phoenix Financial’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
-10,297
Closed -$556K – 515
2025
Q4 		$556K Buy
10,297
+6,834
+197% +$393K 0.01% 285
2025
Q3 		$218K Buy
3,463
+508
+17% +$32.8K ﹤0.01% 435
2025
Q2 		$200K Buy
+2,955
New +$197K ﹤0.01% 410
2023
Q3 		– Sell
-16,917
Closed -$1.22M – 348
2023
Q2 		$1.22M Buy
+16,917
New +$1.25M 0.02% 202

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Phoenix Financial's MDLZ Position: Q1 2026 in Review

Phoenix Financial sold out of Mondelez International (MDLZ) in Q1 2026, closing a stake of 10,297 shares — an estimated $556K sold.

Phoenix Financial first reported a position in MDLZ in Q2 2023 and held it in 4 quarters. The position peaked at $1.22M in Q2 2023. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Phoenix Financial reported no remaining Mondelez International position as of Q1 2026 after selling out during the quarter.
  • Phoenix Financial sold 10,297 Mondelez International shares in Q1 2026, an estimated $556K.
  • Phoenix Financial first reported a position in Mondelez International in Q2 2023 and held it in 4 quarters.
  • Phoenix Financial's Mondelez International position peaked at $1.22M in Q2 2023.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.