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Sound View Wealth Advisors Group’s Mondelez International MDLZ Stock Holding History

Sound View Wealth Advisors Group’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 		$1.58M Sell
27,418
-1,480
-5% -$85.7K 0.11% 146
2025
Q4 		$1.56M Sell
28,898
-444
-2% -$25.6K 0.1% 149
2025
Q3 		$1.83M Sell
29,342
-1,009
-3% -$65.1K 0.13% 140
2025
Q2 		$2.05M Sell
30,351
-803
-3% -$53.6K 0.15% 130
2025
Q1 		$2.11M Sell
31,154
-363
-1% -$22.4K 0.17% 118
2024
Q4 		$1.88M Sell
31,517
-1,159
-4% -$76.6K 0.15% 123
2024
Q3 		$2.41M Buy
32,676
+22,474
+220% +$1.58M 0.2% 115
2024
Q2 		$668K Sell
10,202
-55
-0.5% -$3.77K 0.07% 206
2024
Q1 		$718K Sell
10,257
-21,432
-68% -$1.56M 0.08% 199
2023
Q4 		$2.3M Buy
31,689
+20,437
+182% +$1.4M 0.25% 99
2023
Q3 		$781K Buy
11,252
+613
+6% +$44.2K 0.1% 171
2023
Q2 		$776K Sell
10,639
-645
-6% -$47.7K 0.1% 174
2023
Q1 		$787K Sell
11,284
-20,405
-64% -$1.35M 0.11% 171
2022
Q4 		$2.3M Buy
31,689
+23,250
+276% +$1.47M 0.25% 99
2022
Q3 		$463K Hold
8,439
– – 0.1% 171
2022
Q2 		$524K Sell
8,439
-361
-4% -$22.8K 0.11% 163
2022
Q1 		$552K Buy
8,800
+705
+9% +$45.9K 0.1% 166
2021
Q4 		$537K Buy
8,095
+1,097
+16% +$67.7K 0.1% 174
2021
Q3 		$407K Sell
6,998
-1,206
-15% -$75K 0.09% 192
2021
Q2 		$512K Sell
8,204
-707
-8% -$43.6K 0.11% 167
2021
Q1 		$522K Sell
8,911
-456
-5% -$25.7K 0.12% 153
2020
Q4 		$548K Sell
9,367
-63
-0.7% -$3.6K 0.13% 142
2020
Q3 		$542K Buy
9,430
+496
+6% +$27.6K 0.14% 136
2020
Q2 		$457K Buy
8,934
+455
+5% +$23.4K 0.13% 141
2020
Q1 		$425K Sell
8,479
-69
-0.8% -$3.74K 0.15% 130
2019
Q4 		$471K Buy
8,548
+610
+8% +$32.6K 0.13% 141
2019
Q3 		$439K Sell
7,938
-6,567
-45% -$359K 0.13% 151
2019
Q2 		$782K Buy
+14,505
New +$753K 0.23% 108

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

Sound View Wealth Advisors Group's MDLZ Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Mondelez International (MDLZ) stake by 5.1% in Q1 2026, selling an estimated $85.7K and leaving 27,418 shares worth $1.58M. The position accounts for 0.11% of the portfolio, ranked #146.

Sound View Wealth Advisors Group first reported a position in MDLZ in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.41M in Q3 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Sound View Wealth Advisors Group held 27,418 shares of Mondelez International worth $1.58M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 1,480 Mondelez International shares in Q1 2026, an estimated $85.7K.
  • Mondelez International made up 0.11% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #146 holding.
  • Sound View Wealth Advisors Group first reported a position in Mondelez International in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Mondelez International position peaked at $2.41M in Q3 2024.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.