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RD Lewis Holdings’s Mondelez International MDLZ Stock Holding History

RD Lewis Holdings’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
-3,396
Closed -$202K – 88
2025
Q4 		$202K Sell
3,396
-514
-13% -$29.6K 0.17% 90
2025
Q3 		$223K Hold
3,910
– – 0.21% 75
2025
Q2 		$244K Hold
3,910
– – 0.25% 77
2025
Q1 		$265K Sell
3,910
-113
-3% -$6.96K 0.3% 70
2024
Q4 		$235K Buy
+4,023
New +$266K 0.26% 80

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RD Lewis Holdings's MDLZ Position: Q1 2026 in Review

RD Lewis Holdings sold out of Mondelez International (MDLZ) in Q1 2026, closing a stake of 3,396 shares — an estimated $202K sold.

RD Lewis Holdings first reported a position in MDLZ in Q4 2024 and held it in 5 quarters. The position peaked at $265K in Q1 2025. 1,909 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • RD Lewis Holdings reported no remaining Mondelez International position as of Q1 2026 after selling out during the quarter.
  • RD Lewis Holdings sold 3,396 Mondelez International shares in Q1 2026, an estimated $202K.
  • RD Lewis Holdings first reported a position in Mondelez International in Q4 2024 and held it in 5 quarters.
  • RD Lewis Holdings's Mondelez International position peaked at $265K in Q1 2025.
  • 1,909 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.