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PUREfi Wealth’s Mondelez International MDLZ Stock Holding History

PUREfi Wealth’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 		$474K Sell
8,215
-3,921
-32% -$227K 0.31% 80
2025
Q4 		$653K Buy
12,136
+151
+1% +$8.69K 0.5% 54
2025
Q3 		$749K Buy
11,985
+920
+8% +$59.3K 0.58% 48
2025
Q2 		$746K Buy
11,065
+1,098
+11% +$73.3K 0.6% 49
2025
Q1 		$676K Buy
9,967
+3,561
+56% +$219K 0.68% 37
2024
Q4 		$383K Buy
+6,406
New +$424K 0.37% 72

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

PUREfi Wealth's MDLZ Position: Q1 2026 in Review

PUREfi Wealth reduced its Mondelez International (MDLZ) stake by 32% in Q1 2026, selling an estimated $227K and leaving 8,215 shares worth $474K. The position accounts for 0.31% of the portfolio, ranked #80.

PUREfi Wealth first reported a position in MDLZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $749K in Q3 2025. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • PUREfi Wealth held 8,215 shares of Mondelez International worth $474K as of Q1 2026.
  • PUREfi Wealth sold 3,921 Mondelez International shares in Q1 2026, an estimated $227K.
  • Mondelez International made up 0.31% of PUREfi Wealth's portfolio in Q1 2026, its #80 holding.
  • PUREfi Wealth first reported a position in Mondelez International in Q4 2024 and has held it in 6 quarters since.
  • PUREfi Wealth's Mondelez International position peaked at $749K in Q3 2025.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.