Waterloo Capital’s Mondelez International MDLZ Stock Holding History

Waterloo Capital’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	$326K	Buy	5,661 +544	+11%	+$31.5K	0.02%	380
2025 Q4	$275K	Sell	5,117 -75	-1%	-$4.32K	0.02%	387
2025 Q3	$324K	Sell	5,192 -613	-11%	-$39.5K	0.02%	348
2025 Q2	$391K	Buy	5,805 +965	+20%	+$64.4K	0.03%	311
2025 Q1	$328K	Buy	4,840 +327	+7%	+$20.2K	0.03%	304
2024 Q4	$270K	Sell	4,513 -246	-5%	-$16.3K	0.03%	307
2024 Q3	$351K	Sell	4,759 -27	-0.6%	-$1.9K	0.04%	283
2024 Q2	$313K	Sell	4,786 -5	-0.1%	-$343	0.04%	284
2024 Q1	$335K	Buy	+4,791	New	+$350K	0.04%	275
2023 Q2	–	Sell	-3,092	Closed	-$216K	–	244
2023 Q1	$216K	Buy	+3,092	New	+$205K	0.07%	178

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

Waterloo Capital's MDLZ Position: Q1 2026 in Review

Waterloo Capital increased its Mondelez International (MDLZ) stake by 11% in Q1 2026, buying an estimated $31.5K and bringing the position to 5,661 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #380.

Waterloo Capital first reported a position in MDLZ in Q1 2023 and has held it in 10 quarters since. The position peaked at $391K in Q2 2025. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Waterloo Capital held 5,661 shares of Mondelez International worth $326K as of Q1 2026.
Waterloo Capital bought 544 Mondelez International shares in Q1 2026, an estimated $31.5K.
Mondelez International made up 0.02% of Waterloo Capital's portfolio in Q1 2026, its #380 holding.
Waterloo Capital first reported a position in Mondelez International in Q1 2023 and has held it in 10 quarters since.
Waterloo Capital's Mondelez International position peaked at $391K in Q2 2025.
1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.