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United Capital Financial Advisors’s Mondelez International MDLZ Stock Holding History

United Capital Financial Advisors’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 		$7.52M Buy
130,443
+10,121
+8% +$586K 0.05% 288
2025
Q4 		$6.48M Sell
120,322
-22,273
-16% -$1.28M 0.04% 306
2025
Q3 		$8.91M Sell
142,595
-7,468
-5% -$482K 0.06% 228
2025
Q2 		$10.1M Buy
150,063
+1,662
+1% +$111K 0.08% 193
2025
Q1 		$10.1M Buy
148,401
+17,486
+13% +$1.08M 0.09% 177
2024
Q4 		$7.82M Sell
130,915
-12,991
-9% -$859K 0.07% 208
2024
Q3 		$10.6M Buy
143,906
+1,861
+1% +$131K 0.09% 177
2024
Q2 		$9.3M Sell
142,045
-37,181
-21% -$2.55M 0.08% 185
2024
Q1 		$12.5M Sell
179,226
-11,075
-6% -$808K 0.1% 160
2023
Q4 		$13.8M Sell
190,301
-183,574
-49% -$12.6M 0.11% 157
2023
Q3 		$25.9M Sell
373,875
-4,545
-1% -$328K 0.17% 119
2023
Q2 		$27.6M Sell
378,420
-18,269
-5% -$1.35M 0.15% 124
2023
Q1 		$27.7M Buy
396,689
+34,308
+9% +$2.27M 0.15% 128
2022
Q4 		$24.2M Buy
362,381
+15,966
+5% +$1.01M 0.14% 143
2022
Q3 		$19M Sell
346,415
-27,331
-7% -$1.7M 0.11% 170
2022
Q2 		$23.2M Buy
373,746
+28,375
+8% +$1.79M 0.13% 153
2022
Q1 		$21.7M Buy
345,371
+63,058
+22% +$4.1M 0.11% 179
2021
Q4 		$18.7M Sell
282,313
-3,084
-1% -$190K 0.09% 205
2021
Q3 		$16.6M Sell
285,397
-14,175
-5% -$882K 0.08% 210
2021
Q2 		$18.7M Sell
299,572
-1,367
-0.5% -$84.2K 0.09% 200
2021
Q1 		$17.6M Sell
300,939
-22,809
-7% -$1.29M 0.1% 198
2020
Q4 		$18.9M Sell
323,748
-12,891
-4% -$737K 0.11% 185
2020
Q3 		$19.3M Sell
336,639
-7,961
-2% -$443K 0.13% 179
2020
Q2 		$17.6M Sell
344,600
-4,928
-1% -$253K 0.13% 175
2020
Q1 		$17.5M Sell
349,528
-38,657
-10% -$2.09M 0.14% 157
2019
Q4 		$21.4M Sell
388,185
-15,851
-4% -$848K 0.14% 178
2019
Q3 		$22.4M Sell
404,036
-25,735
-6% -$1.41M 0.16% 150
2019
Q2 		$23.2M Sell
429,771
-8,504
-2% -$442K 0.15% 142
2019
Q1 		$21.9M Sell
438,275
-51,802
-11% -$2.38M 0.15% 145
2018
Q4 		$19.5M Buy
490,077
+19,025
+4% +$811K 0.16% 138
2018
Q3 		$20.2M Buy
471,052
+14,261
+3% +$608K 0.14% 159
2018
Q2 		$18.7M Buy
456,791
+9,647
+2% +$388K 0.14% 163
2018
Q1 		$18.7M Buy
447,144
+68,439
+18% +$2.97M 0.14% 165
2017
Q4 		$16.3M Buy
378,705
+6,041
+2% +$254K 0.13% 188
2017
Q3 		$15.2M Buy
372,664
+1,698
+0.5% +$72.1K 0.13% 191
2017
Q2 		$16M Sell
370,966
-6,446
-2% -$291K 0.14% 166
2017
Q1 		$16.3M Sell
377,412
-5,522
-1% -$245K 0.15% 159
2016
Q4 		$17M Buy
382,934
+1,666
+0.4% +$71.8K 0.16% 135
2016
Q3 		$16.7M Sell
381,268
-3,041
-0.8% -$133K 0.16% 148
2016
Q2 		$17.7M Buy
384,309
+6,403
+2% +$279K 0.18% 124
2016
Q1 		$15.2M Buy
377,906
+16,569
+5% +$675K 0.17% 128
2015
Q4 		$16.2M Buy
361,337
+3,629
+1% +$162K 0.19% 115
2015
Q3 		$15M Sell
357,708
-5,537
-2% -$239K 0.18% 115
2015
Q2 		$14.9M Sell
363,245
-1,441
-0.4% -$56.5K 0.17% 132
2015
Q1 		$14M Buy
364,686
+1,071
+0.3% +$38.7K 0.17% 140
2014
Q4 		$13.2M Buy
363,615
+71,355
+24% +$2.6M 0.2% 130
2014
Q3 		$10M Sell
292,260
-3,538
-1% -$129K 0.17% 148
2014
Q2 		$11.1M Sell
295,798
-8,955
-3% -$327K 0.21% 126
2014
Q1 		$10.5M Buy
304,753
+22,966
+8% +$785K 0.22% 105
2013
Q4 		$9.95M Buy
281,787
+258,602
+1,115% +$8.59M 0.34% 85
2013
Q3 		$728K Sell
23,185
-261,113
-92% -$8.1M 0.02% 386
2013
Q2 		$8.11M Buy
+284,298
New +$8.65M 0.22% 127

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

United Capital Financial Advisors's MDLZ Position: Q1 2026 in Review

United Capital Financial Advisors increased its Mondelez International (MDLZ) stake by 8.4% in Q1 2026, buying an estimated $586K and bringing the position to 130,443 shares worth $7.52M. The position accounts for 0.05% of the portfolio, ranked #288.

United Capital Financial Advisors first reported a position in MDLZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $27.7M in Q1 2023. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • United Capital Financial Advisors held 130,443 shares of Mondelez International worth $7.52M as of Q1 2026.
  • United Capital Financial Advisors bought 10,121 Mondelez International shares in Q1 2026, an estimated $586K.
  • Mondelez International made up 0.05% of United Capital Financial Advisors's portfolio in Q1 2026, its #288 holding.
  • United Capital Financial Advisors first reported a position in Mondelez International in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Mondelez International position peaked at $27.7M in Q1 2023.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.