SPWG
MDLZ icon

Sage Private Wealth Group’s Mondelez International MDLZ Stock Holding History

Sage Private Wealth Group’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 		$366K Buy
6,356
+58
+0.9% +$3.36K 0.18% 69
2025
Q4 		$339K Buy
6,298
+472
+8% +$27.2K 0.18% 71
2025
Q3 		$364K Buy
5,826
+657
+13% +$42.4K 0.2% 70
2025
Q2 		$349K Buy
5,169
+248
+5% +$16.5K 0.22% 68
2025
Q1 		$334K Buy
4,921
+175
+4% +$10.8K 0.25% 61
2024
Q4 		$284K Sell
4,746
-128
-3% -$8.46K 0.21% 71
2024
Q3 		$359K Sell
4,874
-56
-1% -$3.94K 0.28% 59
2024
Q2 		$323K Sell
4,930
-919
-16% -$63.1K 0.27% 63
2024
Q1 		$409K Sell
5,849
-262
-4% -$19.1K 0.33% 43
2023
Q4 		$443K Buy
6,111
+860
+16% +$58.9K 0.39% 31
2023
Q3 		$364K Buy
5,251
+88
+2% +$6.34K 0.5% 28
2023
Q2 		$377K Sell
5,163
-194
-4% -$14.3K 0.51% 23
2023
Q1 		$374K Sell
5,357
-299
-5% -$19.8K 0.43% 21
2022
Q4 		$377K Buy
5,656
+17
+0.3% +$1.07K 0.45% 22
2022
Q3 		$309K Sell
5,639
-19
-0.3% -$1.18K 0.41% 28
2022
Q2 		$351K Sell
5,658
-384
-6% -$24.3K 0.5% 24
2022
Q1 		$379K Buy
6,042
+59
+1% +$3.84K 0.37% 27
2021
Q4 		$396K Buy
5,983
+253
+4% +$15.6K 0.49% 24
2021
Q3 		$333K Sell
5,730
-111
-2% -$6.91K 0.46% 24
2021
Q2 		$365K Buy
5,841
+19
+0.3% +$1.17K 0.49% 23
2021
Q1 		$341K Sell
5,822
-122
-2% -$6.89K 0.59% 22
2020
Q4 		$348K Buy
+5,944
New +$340K 0.97% 20

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

Sage Private Wealth Group's MDLZ Position: Q1 2026 in Review

Sage Private Wealth Group increased its Mondelez International (MDLZ) stake by 0.92% in Q1 2026, buying an estimated $3.36K and bringing the position to 6,356 shares worth $366K. The position accounts for 0.18% of the portfolio, ranked #69.

Sage Private Wealth Group first reported a position in MDLZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $443K in Q4 2023. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Sage Private Wealth Group held 6,356 shares of Mondelez International worth $366K as of Q1 2026.
  • Sage Private Wealth Group bought 58 Mondelez International shares in Q1 2026, an estimated $3.36K.
  • Mondelez International made up 0.18% of Sage Private Wealth Group's portfolio in Q1 2026, its #69 holding.
  • Sage Private Wealth Group first reported a position in Mondelez International in Q4 2020 and has held it in 22 quarters since.
  • Sage Private Wealth Group's Mondelez International position peaked at $443K in Q4 2023.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.