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Pinnacle Wealth Planning Services’s Mondelez International MDLZ Stock Holding History

Pinnacle Wealth Planning Services’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 		$171K Sell
2,965
-1,372
-32% -$79.5K 0.02% 535
2025
Q4 		$233K Sell
4,337
-50
-1% -$2.88K 0.02% 414
2025
Q3 		$274K Sell
4,387
-352
-7% -$22.7K 0.03% 352
2025
Q2 		$320K Sell
4,739
-122
-3% -$8.14K 0.04% 279
2025
Q1 		$330K Buy
4,861
+379
+8% +$23.4K 0.05% 236
2024
Q4 		$268K Sell
4,482
-1,999
-31% -$132K 0.04% 280
2024
Q3 		$477K Sell
6,481
-72
-1% -$5.06K 0.06% 200
2024
Q2 		$429K Sell
6,553
-126
-2% -$8.64K 0.06% 206
2024
Q1 		$468K Sell
6,679
-1,564
-19% -$114K 0.07% 198
2023
Q4 		$597K Buy
8,243
+319
+4% +$21.9K 0.09% 144
2023
Q3 		$550K Sell
7,924
-1,745
-18% -$126K 0.09% 143
2023
Q2 		$705K Sell
9,669
-800
-8% -$59.1K 0.11% 121
2023
Q1 		$730K Buy
10,469
+116
+1% +$7.68K 0.12% 122
2022
Q4 		$690K Sell
10,353
-293
-3% -$18.5K 0.12% 115
2022
Q3 		$583K Sell
10,646
-26
-0.2% -$1.61K 0.11% 125
2022
Q2 		$663K Buy
10,672
+1,429
+15% +$90.3K 0.12% 116
2022
Q1 		$580K Buy
9,243
+40
+0.4% +$2.6K 0.11% 147
2021
Q4 		$610K Buy
9,203
+815
+10% +$50.3K 0.12% 132
2021
Q3 		$488K Buy
8,388
+71
+0.9% +$4.42K 0.11% 144
2021
Q2 		$520K Sell
8,317
-543
-6% -$33.5K 0.12% 132
2021
Q1 		$518K Buy
8,860
+402
+5% +$22.7K 0.13% 125
2020
Q4 		$494K Buy
8,458
+271
+3% +$15.5K 0.12% 116
2020
Q3 		$470K Sell
8,187
-190
-2% -$10.6K 0.16% 107
2020
Q2 		$428K Sell
8,377
-1,709
-17% -$87.8K 0.14% 122
2020
Q1 		$504K Buy
10,086
+2,374
+31% +$129K 0.24% 85
2019
Q4 		$424K Buy
7,712
+1,121
+17% +$60K 0.2% 106
2019
Q3 		$364K Buy
6,591
+1,079
+20% +$59K 0.2% 100
2019
Q2 		$297K Buy
5,512
+761
+16% +$39.5K 0.18% 115
2019
Q1 		$237K Buy
+4,751
New +$218K 0.16% 126
2018
Q4 		– Sell
-4,712
Closed -$203K – 172
2018
Q3 		$203K Buy
+4,712
New +$201K 0.19% 160

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

Pinnacle Wealth Planning Services's MDLZ Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Mondelez International (MDLZ) stake by 32% in Q1 2026, selling an estimated $79.5K and leaving 2,965 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #535.

Pinnacle Wealth Planning Services first reported a position in MDLZ in Q3 2018 and has held it in 30 quarters since. The position peaked at $730K in Q1 2023. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,965 shares of Mondelez International worth $171K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 1,372 Mondelez International shares in Q1 2026, an estimated $79.5K.
  • Mondelez International made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #535 holding.
  • Pinnacle Wealth Planning Services first reported a position in Mondelez International in Q3 2018 and has held it in 30 quarters since.
  • Pinnacle Wealth Planning Services's Mondelez International position peaked at $730K in Q1 2023.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.