SimplyRich’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $771K | Sell |
13,380
-675
| -5% | -$39.1K | 0.2% | 98 |
|
|
2025
Q4 | $756K | Sell |
14,055
-2,289
| -14% | -$132K | 0.2% | 98 |
|
|
2025
Q3 | $1.02M | Sell |
16,344
-527
| -3% | -$34K | 0.28% | 83 |
|
|
2025
Q2 | $1.14M | Buy |
16,871
+240
| +1% | +$16K | 0.32% | 77 |
|
|
2025
Q1 | $1.13M | Buy |
16,631
+1,566
| +10% | +$96.5K | 0.33% | 75 |
|
|
2024
Q4 | $899K | Sell |
15,065
-880
| -6% | -$58.2K | 0.26% | 90 |
|
|
2024
Q3 | $1.17M | Buy |
15,945
+1,218
| +8% | +$85.6K | 0.33% | 75 |
|
|
2024
Q2 | $963K | Buy |
14,727
+153
| +1% | +$10.5K | 0.3% | 78 |
|
|
2024
Q1 | $1.02M | Buy |
14,574
+94
| +0.6% | +$6.86K | 0.33% | 74 |
|
|
2023
Q4 | $1.05M | Buy |
14,480
+4
| +0% | +$274 | 0.36% | 71 |
|
|
2023
Q3 | $1M | Hold |
14,476
| – | – | 0.49% | 61 |
|
|
2023
Q2 | $1.05M | Buy |
14,476
+10
| +0.1% | +$739 | 0.38% | 70 |
|
|
2023
Q1 | $1.01M | Hold |
14,466
| – | – | 0.38% | 69 |
|
|
2022
Q4 | $964K | Buy |
14,466
+3
| +0% | +$190 | 0.38% | 70 |
|
|
2022
Q3 | $793K | Sell |
14,463
-681
| -4% | -$42.3K | 0.36% | 76 |
|
|
2022
Q2 | $940K | Buy |
15,144
+120
| +0.8% | +$7.58K | 0.39% | 69 |
|
|
2022
Q1 | $943K | Sell |
15,024
-244
| -2% | -$15.9K | 0.33% | 79 |
|
|
2021
Q4 | $1.01M | Buy |
15,268
+2
| +0% | +$123 | 0.34% | 78 |
|
|
2021
Q3 | $888K | Buy |
15,266
+209
| +1% | +$13K | 0.32% | 82 |
|
|
2021
Q2 | $940K | Buy |
15,057
+530
| +4% | +$32.7K | 0.43% | 71 |
|
|
2021
Q1 | $850K | Sell |
14,527
-125
| -0.9% | -$7.06K | 0.34% | 80 |
|
|
2020
Q4 | $857K | Sell |
14,652
-416
| -3% | -$23.8K | 0.38% | 67 |
|
|
2020
Q3 | $866K | Hold |
15,068
| – | – | 0.43% | 57 |
|
|
2020
Q2 | $762K | Buy |
15,068
+222
| +1% | +$11.4K | 0.42% | 61 |
|
|
2020
Q1 | $759K | Sell |
14,846
-354
| -2% | -$19.2K | 0.51% | 52 |
|
|
2019
Q4 | $836K | Hold |
15,200
| – | – | 0.42% | 69 |
|
|
2019
Q3 | $842K | Hold |
15,200
| – | – | 0.46% | 60 |
|
|
2019
Q2 | $819K | Hold |
15,200
| – | – | 0.45% | 61 |
|
|
2019
Q1 | $759K | Hold |
15,200
| – | – | 0.62% | 44 |
|
|
2018
Q4 | $606K | Hold |
15,200
| – | – | 0.56% | 57 |
|
|
2018
Q3 | $653K | Hold |
15,200
| – | – | 0.36% | 88 |
|
|
2018
Q2 | $623K | Hold |
15,200
| – | – | 0.36% | 93 |
|
|
2018
Q1 | $634K | Hold |
15,200
| – | – | 0.35% | 93 |
|
|
2017
Q4 | $651K | Buy |
+15,200
| New | +$638K | 0.36% | 96 |
|
Other funds holding MDLZ
VCM
VPM
SimplyRich's MDLZ Position: Q1 2026 in Review
SimplyRich reduced its Mondelez International (MDLZ) stake by 4.8% in Q1 2026, selling an estimated $39.1K and leaving 13,380 shares worth $771K. The position accounts for 0.2% of the portfolio, ranked #98.
SimplyRich first reported a position in MDLZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.17M in Q3 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.
- SimplyRich held 13,380 shares of Mondelez International worth $771K as of Q1 2026.
- SimplyRich sold 675 Mondelez International shares in Q1 2026, an estimated $39.1K.
- Mondelez International made up 0.2% of SimplyRich's portfolio in Q1 2026, its #98 holding.
- SimplyRich first reported a position in Mondelez International in Q4 2017 and has held it in 34 quarters since.
- SimplyRich's Mondelez International position peaked at $1.17M in Q3 2024.
- 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.
Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.