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Summit Global Investments’s Mondelez International MDLZ Stock Holding History

Summit Global Investments’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 		$245K Sell
4,251
-2,104
-33% -$122K 0.01% 453
2025
Q4 		$342K Sell
6,355
-2,647
-29% -$152K 0.02% 398
2025
Q3 		$562K Sell
9,002
-157
-2% -$10.1K 0.03% 279
2025
Q2 		$618K Buy
+9,159
New +$611K 0.04% 272
2024
Q1 		– Sell
-5,989
Closed -$434K – 565
2023
Q4 		$434K Sell
5,989
-45,902
-88% -$3.15M 0.03% 357
2023
Q3 		$3.6M Sell
51,891
-897
-2% -$64.6K 0.24% 87
2023
Q2 		$3.85M Sell
52,788
-27,342
-34% -$2.02M 0.25% 95
2023
Q1 		$5.59M Sell
80,130
-10,381
-11% -$688K 0.43% 57
2022
Q4 		$6.03M Buy
90,511
+168
+0.2% +$10.6K 0.51% 56
2022
Q3 		$4.95M Sell
90,343
-88,110
-49% -$5.47M 0.46% 64
2022
Q2 		$11.1M Buy
178,453
+2,924
+2% +$185K 0.98% 26
2022
Q1 		$11M Buy
+175,529
New +$11.4M 0.81% 32
2021
Q1 		– Sell
-9,980
Closed -$584K – 564
2020
Q4 		$584K Buy
9,980
+2,003
+25% +$114K 0.06% 190
2020
Q3 		$458K Buy
7,977
+2,001
+33% +$111K 0.05% 189
2020
Q2 		$306K Buy
+5,976
New +$307K 0.04% 217
2018
Q2 		– Sell
-13,255
Closed -$553K – 294
2018
Q1 		$553K Sell
13,255
-265
-2% -$11.5K 0.09% 192
2017
Q4 		$579K Sell
13,520
-10,065
-43% -$423K 0.09% 155
2017
Q3 		$959K Buy
23,585
+12,331
+110% +$524K 0.15% 91
2017
Q2 		$486K Buy
+11,254
New +$507K 0.15% 200

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

Summit Global Investments's MDLZ Position: Q1 2026 in Review

Summit Global Investments reduced its Mondelez International (MDLZ) stake by 33% in Q1 2026, selling an estimated $122K and leaving 4,251 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #453.

Summit Global Investments first reported a position in MDLZ in Q2 2017 and has held it in 19 quarters since. The position peaked at $11.1M in Q2 2022. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Summit Global Investments held 4,251 shares of Mondelez International worth $245K as of Q1 2026.
  • Summit Global Investments sold 2,104 Mondelez International shares in Q1 2026, an estimated $122K.
  • Mondelez International made up 0.01% of Summit Global Investments's portfolio in Q1 2026, its #453 holding.
  • Summit Global Investments first reported a position in Mondelez International in Q2 2017 and has held it in 19 quarters since.
  • Summit Global Investments's Mondelez International position peaked at $11.1M in Q2 2022.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.