Summit Wealth Partners’s Mondelez International MDLZ Stock Holding History

Summit 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	$337K	Buy	5,843 +510	+10%	+$29.5K	0.05%	205
2025 Q4	$287K	Hold	5,333	–	–	0.05%	169
2025 Q3	$333K	Hold	5,333	–	–	0.06%	173
2025 Q2	$360K	Hold	5,333	–	–	0.07%	161
2025 Q1	$362K	Hold	5,333	–	–	0.07%	154
2024 Q4	$319K	Hold	5,333	–	–	0.07%	162
2024 Q3	$393K	Hold	5,333	–	–	0.08%	161
2024 Q2	$349K	Hold	5,333	–	–	0.07%	162
2024 Q1	$373K	Hold	5,333	–	–	0.08%	151
2023 Q4	$386K	Hold	5,333	–	–	0.09%	138
2023 Q3	$370K	Buy	5,333 +490	+10%	+$35.3K	0.09%	127
2023 Q2	$353K	Hold	4,843	–	–	0.09%	134
2023 Q1	$338K	Sell	4,843 -397	-8%	-$26.3K	0.09%	137
2022 Q4	$349K	Hold	5,240	–	–	0.09%	132
2022 Q3	$287K	Buy	5,240 +397	+8%	+$24.7K	0.08%	127
2022 Q2	$301K	Hold	4,843	–	–	0.08%	123
2022 Q1	$304K	Hold	4,843	–	–	0.07%	125
2021 Q4	$321K	Hold	4,843	–	–	0.07%	123
2021 Q3	$282K	Hold	4,843	–	–	0.07%	126
2021 Q2	$302K	Hold	4,843	–	–	0.07%	125
2021 Q1	$283K	Hold	4,843	–	–	0.07%	128
2020 Q4	$283K	Hold	4,843	–	–	0.08%	116
2020 Q3	$278K	Hold	4,843	–	–	0.08%	123
2020 Q2	$248K	Hold	4,843	–	–	0.08%	125
2020 Q1	$243K	Hold	4,843	–	–	0.1%	98
2019 Q4	$267K	Buy	+4,843	New	+$259K	0.09%	99

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 Wealth Partners's MDLZ Position: Q1 2026 in Review

Summit Wealth Partners increased its Mondelez International (MDLZ) stake by 9.6% in Q1 2026, buying an estimated $29.5K and bringing the position to 5,843 shares worth $337K. The position accounts for 0.05% of the portfolio, ranked #205.

Summit Wealth Partners first reported a position in MDLZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $393K in Q3 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Summit Wealth Partners held 5,843 shares of Mondelez International worth $337K as of Q1 2026.
Summit Wealth Partners bought 510 Mondelez International shares in Q1 2026, an estimated $29.5K.
Mondelez International made up 0.05% of Summit Wealth Partners's portfolio in Q1 2026, its #205 holding.
Summit Wealth Partners first reported a position in Mondelez International in Q4 2019 and has held it in 26 quarters since.
Summit Wealth Partners's Mondelez International position peaked at $393K in Q3 2024.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.