SWMP
MDLZ icon

Signature Wealth Management Partners’s Mondelez International MDLZ Stock Holding History

Signature Wealth Management 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 		$621K Hold
10,775
– – 0.31% 62
2025
Q4 		$580K Sell
10,775
-20
-0.2% -$1.15K 0.29% 62
2025
Q3 		$674K Hold
10,795
– – 0.35% 54
2025
Q2 		$728K Sell
10,795
-200
-2% -$13.3K 0.42% 47
2025
Q1 		$746K Hold
10,995
– – 0.49% 40
2024
Q4 		$657K Buy
10,995
+1,252
+13% +$82.8K 0.45% 46
2024
Q3 		$718K Sell
9,743
-100
-1% -$7.03K 0.52% 45
2024
Q2 		$644K Hold
9,843
– – 0.49% 45
2024
Q1 		$689K Sell
9,843
-353
-3% -$25.8K 0.56% 41
2023
Q4 		$738K Hold
10,196
– – 0.65% 37
2023
Q3 		$708K Buy
10,196
+210
+2% +$15.1K 0.69% 34
2023
Q2 		$728K Sell
9,986
-357
-3% -$26.4K 0.68% 36
2023
Q1 		$721K Buy
10,343
+341
+3% +$22.6K 0.67% 39
2022
Q4 		$667K Hold
10,002
– – 0.66% 43
2022
Q3 		$548K Sell
10,002
-281
-3% -$17.5K 0.6% 47
2022
Q2 		$638K Hold
10,283
– – 0.65% 44
2022
Q1 		$646K Buy
10,283
+34
+0.3% +$2.21K 0.55% 51
2021
Q4 		$680K Hold
10,249
– – 0.58% 45
2021
Q3 		$596K Buy
10,249
+300
+3% +$18.7K 0.54% 49
2021
Q2 		$621K Hold
9,949
– – 0.56% 49
2021
Q1 		$582K Hold
9,949
– – 0.56% 50
2020
Q4 		$582K Buy
+9,949
New +$569K 0.58% 43

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

Signature Wealth Management Partners's MDLZ Position: Q1 2026 in Review

Signature Wealth Management Partners held its Mondelez International (MDLZ) position steady in Q1 2026 at 10,775 shares worth $621K. The position accounts for 0.31% of the portfolio, ranked #62.

Signature Wealth Management Partners first reported a position in MDLZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $746K in Q1 2025. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Signature Wealth Management Partners held 10,775 shares of Mondelez International worth $621K as of Q1 2026.
  • Signature Wealth Management Partners left its Mondelez International share count unchanged in Q1 2026.
  • Mondelez International made up 0.31% of Signature Wealth Management Partners's portfolio in Q1 2026, its #62 holding.
  • Signature Wealth Management Partners first reported a position in Mondelez International in Q4 2020 and has held it in 22 quarters since.
  • Signature Wealth Management Partners's Mondelez International position peaked at $746K in Q1 2025.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Signature Wealth Management Partners's 13F filing for Q1 2026, filed 21 Apr 2026.