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Private Wealth Asset Management’s Mondelez International MDLZ Stock Holding History

Private Wealth Asset 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 		$686K Sell
11,898
-1,907
-14% -$110K 0.07% 146
2025
Q4 		$743K Sell
13,805
-426
-3% -$24.5K 0.08% 143
2025
Q3 		$889K Sell
14,231
-1,450
-9% -$93.5K 0.1% 124
2025
Q2 		$1.06M Sell
15,681
-2,149
-12% -$143K 0.14% 109
2025
Q1 		$1.21M Buy
+17,830
New +$1.1M 0.17% 95

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

Private Wealth Asset Management's MDLZ Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Mondelez International (MDLZ) stake by 14% in Q1 2026, selling an estimated $110K and leaving 11,898 shares worth $686K. The position accounts for 0.07% of the portfolio, ranked #146.

Private Wealth Asset Management first reported a position in MDLZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.21M in Q1 2025. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Private Wealth Asset Management held 11,898 shares of Mondelez International worth $686K as of Q1 2026.
  • Private Wealth Asset Management sold 1,907 Mondelez International shares in Q1 2026, an estimated $110K.
  • Mondelez International made up 0.07% of Private Wealth Asset Management's portfolio in Q1 2026, its #146 holding.
  • Private Wealth Asset Management first reported a position in Mondelez International in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Mondelez International position peaked at $1.21M in Q1 2025.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.