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Soltis Investment Advisors’s Mondelez International MDLZ Stock Holding History

Soltis Investment Advisors’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 		$472K Buy
8,189
+319
+4% +$18.5K 0.03% 352
2025
Q4 		$424K Sell
7,870
-158
-2% -$9.1K 0.03% 349
2025
Q3 		$502K Buy
8,028
+8
+0.1% +$516 0.03% 299
2025
Q2 		$541K Buy
8,020
+4,741
+145% +$316K 0.04% 246
2025
Q1 		$222K Sell
3,279
-86
-3% -$5.3K 0.02% 337
2024
Q4 		$201K Sell
3,365
-56
-2% -$3.7K 0.02% 356
2024
Q3 		$252K Buy
3,421
+98
+3% +$6.89K 0.02% 307
2024
Q2 		$217K Buy
3,323
+191
+6% +$13.1K 0.02% 297
2024
Q1 		$219K Buy
3,132
+101
+3% +$7.37K 0.02% 279
2023
Q4 		$220K Sell
3,031
-187
-6% -$12.8K 0.02% 265
2023
Q3 		$223K Buy
3,218
+227
+8% +$16.4K 0.03% 248
2023
Q2 		$218K Buy
2,991
+20
+0.7% +$1.48K 0.03% 242
2023
Q1 		$207K Sell
2,971
-92
-3% -$6.09K 0.03% 245
2022
Q4 		$204K Buy
+3,063
New +$194K 0.03% 236

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

Soltis Investment Advisors's MDLZ Position: Q1 2026 in Review

Soltis Investment Advisors increased its Mondelez International (MDLZ) stake by 4.1% in Q1 2026, buying an estimated $18.5K and bringing the position to 8,189 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #352.

Soltis Investment Advisors first reported a position in MDLZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $541K in Q2 2025. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Soltis Investment Advisors held 8,189 shares of Mondelez International worth $472K as of Q1 2026.
  • Soltis Investment Advisors bought 319 Mondelez International shares in Q1 2026, an estimated $18.5K.
  • Mondelez International made up 0.03% of Soltis Investment Advisors's portfolio in Q1 2026, its #352 holding.
  • Soltis Investment Advisors first reported a position in Mondelez International in Q4 2022 and has held it in 14 quarters since.
  • Soltis Investment Advisors's Mondelez International position peaked at $541K in Q2 2025.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.