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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
2019
Q3 		– Sell
-9,400
Closed -$507K – 1413
2019
Q2 		$507K Buy
9,400
+3,400
+57% +$177K ﹤0.01% 1045
2019
Q1 		$300K Buy
+6,000
New +$275K ﹤0.01% 1123

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.