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PMG Wealth Management’s Mondelez International MDLZ Stock Holding History

PMG Wealth Management’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 		$297K Sell
5,152
-25
-0.5% -$1.45K 0.21% 50
2025
Q4 		$279K Buy
5,177
+25
+0.5% +$1.44K 0.2% 47
2025
Q3 		$321K Hold
5,152
– – 0.24% 44
2025
Q2 		$347K Hold
5,152
– – 0.29% 41
2025
Q1 		$350K Hold
5,152
– – 0.37% 35
2024
Q4 		$308K Buy
+5,152
New +$341K 0.28% 36

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

PMG Wealth Management's MDLZ Position: Q1 2026 in Review

PMG Wealth Management reduced its Mondelez International (MDLZ) stake by 0.48% in Q1 2026, selling an estimated $1.45K and leaving 5,152 shares worth $297K. The position accounts for 0.21% of the portfolio, ranked #50.

PMG Wealth Management first reported a position in MDLZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $350K in Q1 2025. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • PMG Wealth Management held 5,152 shares of Mondelez International worth $297K as of Q1 2026.
  • PMG Wealth Management sold 25 Mondelez International shares in Q1 2026, an estimated $1.45K.
  • Mondelez International made up 0.21% of PMG Wealth Management's portfolio in Q1 2026, its #50 holding.
  • PMG Wealth Management first reported a position in Mondelez International in Q4 2024 and has held it in 6 quarters since.
  • PMG Wealth Management's Mondelez International position peaked at $350K in Q1 2025.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.