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WBH Advisory’s Mondelez International MDLZ Stock Holding History

WBH Advisory’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 		$276K Sell
4,842
-599
-11% -$34.7K 0.02% 312
2025
Q4 		$293K Buy
5,441
+901
+20% +$51.9K 0.02% 295
2025
Q3 		$284K Sell
4,540
-1,605
-26% -$104K 0.02% 296
2025
Q2 		$414K Sell
6,145
-606
-9% -$40.4K 0.04% 247
2025
Q1 		$458K Sell
6,751
-66
-1% -$4.07K 0.04% 224
2024
Q4 		$407K Sell
6,817
-228
-3% -$15.1K 0.04% 232
2024
Q3 		$519K Sell
7,045
-522
-7% -$36.7K 0.05% 210
2024
Q2 		$495K Buy
7,567
+203
+3% +$13.9K 0.05% 212
2024
Q1 		$516K Sell
7,364
-649
-8% -$47.4K 0.05% 208
2023
Q4 		$580K Buy
8,013
+2
+0% +$137 0.06% 192
2023
Q3 		$556K Buy
8,011
+1
+0% +$72 0.07% 192
2023
Q2 		$584K Sell
8,010
-493
-6% -$36.4K 0.07% 187
2023
Q1 		$593K Buy
+8,503
New +$563K 0.07% 197
2022
Q3 		$461K Buy
8,403
+3
+0% +$186 0.07% 198
2022
Q2 		$523K Sell
8,400
-125
-1% -$7.9K 0.07% 196
2022
Q1 		$565K Sell
8,525
-346
-4% -$22.5K 0.07% 201
2021
Q4 		$588K Buy
8,871
+2
+0% +$123 0.07% 202
2021
Q3 		$516K Sell
8,869
-400
-4% -$24.9K 0.07% 195
2021
Q2 		$601K Buy
9,269
+107
+1% +$6.59K 0.09% 162
2021
Q1 		$536K Hold
9,162
– – 0.09% 170
2020
Q4 		$523K Sell
9,162
-296
-3% -$16.9K 0.09% 168
2020
Q3 		$543K Buy
+9,458
New +$527K 0.11% 152

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

WBH Advisory's MDLZ Position: Q1 2026 in Review

WBH Advisory reduced its Mondelez International (MDLZ) stake by 11% in Q1 2026, selling an estimated $34.7K and leaving 4,842 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #312.

WBH Advisory first reported a position in MDLZ in Q3 2020 and has held it in 22 quarters since. The position peaked at $601K in Q2 2021. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • WBH Advisory held 4,842 shares of Mondelez International worth $276K as of Q1 2026.
  • WBH Advisory sold 599 Mondelez International shares in Q1 2026, an estimated $34.7K.
  • Mondelez International made up 0.02% of WBH Advisory's portfolio in Q1 2026, its #312 holding.
  • WBH Advisory first reported a position in Mondelez International in Q3 2020 and has held it in 22 quarters since.
  • WBH Advisory's Mondelez International position peaked at $601K in Q2 2021.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.