Summit Securities Group’s Mondelez International MDLZ Stock Holding History

Summit Securities 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
2022 Q1	–	Sell	-3,900	Closed	-$259K	–	1246
2021 Q4	$259K	Buy	+3,900	New	+$241K	0.01%	533
2020 Q3	–	Sell	-56	Closed	-$286K	–	449
2020 Q2	$286K	Buy	+56	New	+$2.88K	0.04%	334
2015 Q1	–	Sell	-34	Closed	-$11K	–	542
2014 Q4	$11K	Buy	+34	New	+$1.24K	﹤0.01%	445
2014 Q1	–	Sell	-1,921	Closed	-$5K	–	512
2013 Q4	$5K	Buy	1,921 +1,718	+846%	+$57.1K	﹤0.01%	386
2013 Q3	$3K	Buy	203 +17	+9%	+$527	﹤0.01%	324
2013 Q2	$3K	Buy	+186	New	+$5.66K	﹤0.01%	449

Other funds holding MDLZ

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's MDLZ Position: Q1 2026 in Review

Summit Securities Group sold out of Mondelez International (MDLZ) in Q1 2026, closing a stake of 3,882 shares — an estimated $209K sold.

Summit Securities Group first reported a position in MDLZ in Q2 2013 and held it in 20 quarters. The position peaked at $9.33M in Q4 2013. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Summit Securities Group reported no remaining Mondelez International position as of Q1 2026 after selling out during the quarter.
Summit Securities Group sold 3,882 Mondelez International shares in Q1 2026, an estimated $209K.
Summit Securities Group first reported a position in Mondelez International in Q2 2013 and held it in 20 quarters.
Summit Securities Group's Mondelez International position peaked at $9.33M in Q4 2013.
1,898 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.