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SHP Wealth Management’s Mondelez International MDLZ Stock Holding History

SHP Wealth 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 		$113K Buy
1,958
+58
+3% +$3.36K 0.01% 363
2025
Q4 		$102K Buy
+1,900
New +$109K 0.01% 348

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's MDLZ Position: Q1 2026 in Review

SHP Wealth Management increased its Mondelez International (MDLZ) stake by 3.1% in Q1 2026, buying an estimated $3.36K and bringing the position to 1,958 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #363.

SHP Wealth Management first reported a position in MDLZ in Q4 2025 and has held it in 2 quarters since. 1,905 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • SHP Wealth Management held 1,958 shares of Mondelez International worth $113K as of Q1 2026.
  • SHP Wealth Management bought 58 Mondelez International shares in Q1 2026, an estimated $3.36K.
  • Mondelez International made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #363 holding.
  • SHP Wealth Management first reported a position in Mondelez International in Q4 2025 and has held it in 2 quarters since.
  • 1,905 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.