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Smith Shellnut Wilson’s Mondelez International MDLZ Stock Holding History

Smith Shellnut Wilson’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 		– Sell
-6,480
Closed -$349K – 147
2025
Q4 		$349K Sell
6,480
-469
-7% -$27K 0.13% 105
2025
Q3 		$434K Buy
6,949
+1,659
+31% +$107K 0.17% 83
2025
Q2 		$357K Hold
5,290
– – 0.15% 91
2025
Q1 		$359K Buy
5,290
+256
+5% +$15.8K 0.16% 95
2024
Q4 		$301K Sell
5,034
-205
-4% -$13.6K 0.13% 108
2024
Q3 		$386K Hold
5,239
– – 0.17% 90
2024
Q2 		$343K Hold
5,239
– – 0.17% 91
2024
Q1 		$367K Sell
5,239
-825
-14% -$60.2K 0.19% 88
2023
Q4 		$439K Sell
6,064
-43
-0.7% -$2.95K 0.25% 73
2023
Q3 		$424K Hold
6,107
– – 0.26% 66
2023
Q2 		$445K Sell
6,107
-125
-2% -$9.23K 0.25% 68
2023
Q1 		$434K Hold
6,232
– – 0.26% 66
2022
Q4 		$415K Hold
6,232
– – 0.26% 67
2022
Q3 		$342K Hold
6,232
– – 0.23% 73
2022
Q2 		$387K Sell
6,232
-99
-2% -$6.25K 0.24% 69
2022
Q1 		$397K Sell
6,331
-256
-4% -$16.7K 0.21% 86
2021
Q4 		$437K Hold
6,587
– – 0.22% 88
2021
Q3 		$383K Hold
6,587
– – 0.22% 84
2021
Q2 		$411K Hold
6,587
– – 0.24% 80
2021
Q1 		$386K Sell
6,587
-326
-5% -$18.4K 0.24% 80
2020
Q4 		$404K Buy
6,913
+263
+4% +$15K 0.24% 72
2020
Q3 		$382K Sell
6,650
-875
-12% -$48.7K 0.14% 78
2020
Q2 		$385K Hold
7,525
– – 0.28% 68
2020
Q1 		$377K Hold
7,525
– – 0.32% 57
2019
Q4 		$414K Buy
+7,525
New +$403K 0.28% 66

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Smith Shellnut Wilson's MDLZ Position: Q1 2026 in Review

Smith Shellnut Wilson sold out of Mondelez International (MDLZ) in Q1 2026, closing a stake of 6,480 shares — an estimated $349K sold.

Smith Shellnut Wilson first reported a position in MDLZ in Q4 2019 and held it in 25 quarters. The position peaked at $445K in Q2 2023. 1,908 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Smith Shellnut Wilson reported no remaining Mondelez International position as of Q1 2026 after selling out during the quarter.
  • Smith Shellnut Wilson sold 6,480 Mondelez International shares in Q1 2026, an estimated $349K.
  • Smith Shellnut Wilson first reported a position in Mondelez International in Q4 2019 and held it in 25 quarters.
  • Smith Shellnut Wilson's Mondelez International position peaked at $445K in Q2 2023.
  • 1,908 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Smith Shellnut Wilson's 13F filing for Q1 2026, filed 3 Aug 2026.