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Strategic Wealth Partners’s Mondelez International MDLZ Stock Holding History

Strategic Wealth Partners’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 		$257K Sell
4,453
-198
-4% -$11.5K 0.02% 272
2025
Q4 		$250K Sell
4,651
-167
-3% -$9.62K 0.02% 290
2025
Q3 		$301K Sell
4,818
-1,732
-26% -$112K 0.02% 285
2025
Q2 		$442K Buy
+6,550
New +$437K 0.03% 223
2024
Q4 		$515K Sell
8,423
-69,609
-89% -$4.6M 0.04% 205
2024
Q3 		$5.75M Sell
78,032
-279
-0.4% -$19.6K 0.55% 62
2024
Q2 		$5.12M Buy
78,311
+1,558
+2% +$107K 0.54% 66
2024
Q1 		$5.37M Buy
76,753
+19,694
+35% +$1.44M 0.59% 59
2023
Q4 		$4.13M Buy
57,059
+5,129
+10% +$351K 0.51% 69
2023
Q3 		$3.6M Buy
51,930
+9,917
+24% +$715K 0.47% 59
2023
Q2 		$3.06M Buy
42,013
+1,844
+5% +$136K 0.4% 77
2023
Q1 		$2.8M Buy
40,169
+3,108
+8% +$206K 0.43% 67
2022
Q4 		$2.47M Sell
37,061
-7,092
-16% -$448K 0.46% 69
2022
Q3 		$2.42M Buy
44,153
+3,976
+10% +$247K 0.51% 59
2022
Q2 		$2.5M Buy
40,177
+36,631
+1,033% +$2.31M 0.54% 59
2022
Q1 		$223K Sell
3,546
-433
-11% -$28.2K 0.04% 236
2021
Q4 		$264K Sell
3,979
-396
-9% -$24.4K 0.05% 243
2021
Q3 		$255K Buy
+4,375
New +$272K 0.07% 212
2020
Q4 		– Sell
-7,316
Closed -$420K – 180
2020
Q3 		$420K Buy
+7,316
New +$407K 0.21% 107
2019
Q4 		– Sell
-433
Closed -$20.1K – 349
2019
Q3 		$20.1K Hold
433
– – 0.1% 116
2019
Q2 		$23K Hold
433
– – 0.01% 314
2019
Q1 		$21K Buy
433
+363
+519% +$16.7K 0.01% 343
2018
Q4 		$3K Hold
70
– – ﹤0.01% 618
2018
Q3 		$3K Hold
70
– – ﹤0.01% 587
2018
Q2 		$3K Hold
70
– – ﹤0.01% 671
2018
Q1 		$3K Sell
70
-325
-82% -$14.1K ﹤0.01% 689
2017
Q4 		$17K Buy
+395
New +$16.6K 0.01% 378

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

Strategic Wealth Partners's MDLZ Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Mondelez International (MDLZ) stake by 4.3% in Q1 2026, selling an estimated $11.5K and leaving 4,453 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #272.

Strategic Wealth Partners first reported a position in MDLZ in Q4 2017 and has held it in 27 quarters since. The position peaked at $5.75M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Strategic Wealth Partners held 4,453 shares of Mondelez International worth $257K as of Q1 2026.
  • Strategic Wealth Partners sold 198 Mondelez International shares in Q1 2026, an estimated $11.5K.
  • Mondelez International made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #272 holding.
  • Strategic Wealth Partners first reported a position in Mondelez International in Q4 2017 and has held it in 27 quarters since.
  • Strategic Wealth Partners's Mondelez International position peaked at $5.75M in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.