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Tred Avon Family Wealth’s Mondelez International MDLZ Stock Holding History

Tred Avon Family Wealth’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 		$243K Buy
+4,217
New +$244K 0.08% 245
2025
Q4 		– Sell
-3,595
Closed -$225K – 262
2025
Q3 		$225K Buy
+3,595
New +$232K 0.08% 229

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

Tred Avon Family Wealth's MDLZ Position: Q1 2026 in Review

Tred Avon Family Wealth opened a new position in Mondelez International (MDLZ) in Q1 2026: 4,217 shares worth $243K. The stake represents 0.08% of the portfolio and ranks #245 among its holdings. This is a return to the name: Tred Avon Family Wealth previously reported a position in MDLZ as recently as Q3 2025.

Tred Avon Family Wealth first reported a position in MDLZ in Q3 2025 and has held it in 2 quarters since. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Tred Avon Family Wealth held 4,217 shares of Mondelez International worth $243K as of Q1 2026.
  • Mondelez International was a new Tred Avon Family Wealth position in Q1 2026.
  • Mondelez International made up 0.08% of Tred Avon Family Wealth's portfolio in Q1 2026, its #245 holding.
  • Tred Avon Family Wealth first reported a position in Mondelez International in Q3 2025 and has held it in 2 quarters since.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.