WealthPlan Investment Management’s Mondelez International MDLZ Stock Holding History

WealthPlan Investment Management’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	$512K	Buy	8,874 +4,549	+105%	+$263K	0.03%	296
2025 Q4	$233K	Sell	4,325 -329	-7%	-$18.9K	0.01%	346
2025 Q3	$291K	Buy	4,654 +45	+1%	+$2.9K	0.02%	279
2025 Q2	$311K	Buy	4,609 +30	+0.7%	+$2K	0.02%	286
2025 Q1	$311K	Buy	4,579 +243	+6%	+$15K	0.03%	217
2024 Q4	$259K	Buy	4,336 +90	+2%	+$5.95K	0.03%	230
2024 Q3	$313K	Hold	4,246	–	–	0.03%	201
2024 Q2	$278K	Buy	4,246 +27	+0.6%	+$1.85K	0.04%	158
2024 Q1	$295K	Buy	4,219 +25	+0.6%	+$1.82K	0.05%	154
2023 Q4	$304K	Buy	4,194 +28	+0.7%	+$1.92K	0.05%	151
2023 Q3	$289K	Buy	4,166 +22	+0.5%	+$1.58K	0.05%	147
2023 Q2	$302K	Buy	4,144 +23	+0.6%	+$1.7K	0.09%	116
2023 Q1	$287K	Sell	4,121 -5,404	-57%	-$358K	0.05%	141
2022 Q4	$631K	Buy	9,525 +223	+2%	+$14.1K	0.04%	224
2022 Q3	$633K	Buy	+9,302	New	+$578K	0.05%	211
2022 Q1	$605K	Buy	+9,389	New	+$611K	0.04%	226

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

WealthPlan Investment Management's MDLZ Position: Q1 2026 in Review

WealthPlan Investment Management increased its Mondelez International (MDLZ) stake by 105% in Q1 2026, buying an estimated $263K and bringing the position to 8,874 shares worth $512K. The position accounts for 0.03% of the portfolio, ranked #296.

WealthPlan Investment Management first reported a position in MDLZ in Q1 2022 and has held it in 16 quarters since. The position peaked at $633K in Q3 2022. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

WealthPlan Investment Management held 8,874 shares of Mondelez International worth $512K as of Q1 2026.
WealthPlan Investment Management bought 4,549 Mondelez International shares in Q1 2026, an estimated $263K.
Mondelez International made up 0.03% of WealthPlan Investment Management's portfolio in Q1 2026, its #296 holding.
WealthPlan Investment Management first reported a position in Mondelez International in Q1 2022 and has held it in 16 quarters since.
WealthPlan Investment Management's Mondelez International position peaked at $633K in Q3 2022.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.