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Root Financial Partners’s Mondelez International MDLZ Stock Holding History

Root Financial Partners’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
2,967
-242
-8% -$14K 0.01% 371
2025
Q4 		$173K Sell
3,209
-19
-0.6% -$1.09K 0.01% 328
2025
Q3 		$202K Buy
+3,228
New +$208K 0.01% 276

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

Root Financial Partners's MDLZ Position: Q1 2026 in Review

Root Financial Partners reduced its Mondelez International (MDLZ) stake by 7.5% in Q1 2026, selling an estimated $14K and leaving 2,967 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #371.

Root Financial Partners first reported a position in MDLZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $202K in Q3 2025. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Root Financial Partners held 2,967 shares of Mondelez International worth $171K as of Q1 2026.
  • Root Financial Partners sold 242 Mondelez International shares in Q1 2026, an estimated $14K.
  • Mondelez International made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #371 holding.
  • Root Financial Partners first reported a position in Mondelez International in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Mondelez International position peaked at $202K in Q3 2025.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.