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Simplicity Wealth’s Mondelez International MDLZ Stock Holding History

Simplicity Wealth’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 		$622K Buy
10,792
+1,489
+16% +$86.2K 0.04% 405
2025
Q4 		$501K Buy
9,303
+1,323
+17% +$76.2K 0.03% 425
2025
Q3 		$498K Sell
7,980
-5,756
-42% -$371K 0.03% 440
2025
Q2 		$926K Buy
+13,736
New +$916K 0.04% 342
2024
Q3 		– Sell
-28,766
Closed -$1.88M – 917
2024
Q2 		$1.88M Sell
28,766
-1,487
-5% -$102K 0.04% 364
2024
Q1 		$2.12M Buy
+30,253
New +$2.21M 0.05% 344

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

Simplicity Wealth's MDLZ Position: Q1 2026 in Review

Simplicity Wealth increased its Mondelez International (MDLZ) stake by 16% in Q1 2026, buying an estimated $86.2K and bringing the position to 10,792 shares worth $622K. The position accounts for 0.04% of the portfolio, ranked #405.

Simplicity Wealth first reported a position in MDLZ in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.12M in Q1 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Simplicity Wealth held 10,792 shares of Mondelez International worth $622K as of Q1 2026.
  • Simplicity Wealth bought 1,489 Mondelez International shares in Q1 2026, an estimated $86.2K.
  • Mondelez International made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #405 holding.
  • Simplicity Wealth first reported a position in Mondelez International in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Mondelez International position peaked at $2.12M in Q1 2024.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.