Wealthspire Advisors (New York)’s Mondelez International MDLZ Stock Holding History

Wealthspire Advisors (New York)’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	$1.39M	Buy	24,183 +1,887	+8%	+$109K	0.01%	344
2025 Q4	$1.2M	Buy	22,296 +385	+2%	+$22.2K	0.01%	391
2025 Q3	$1.37M	Buy	21,911 +4,829	+28%	+$311K	0.01%	334
2025 Q2	$1.15M	Buy	17,082 +2,166	+15%	+$145K	0.01%	360
2025 Q1	$1.01M	Sell	14,916 -481	-3%	-$29.6K	0.01%	378
2024 Q4	$920K	Sell	15,397 -3,121	-17%	-$206K	0.01%	385
2024 Q3	$1.36M	Buy	18,518 +402	+2%	+$28.3K	0.01%	316
2024 Q2	$1.19M	Buy	18,116 +2,222	+14%	+$152K	0.02%	291
2024 Q1	$1.11M	Sell	15,894 -2,314	-13%	-$169K	0.01%	301
2023 Q4	$1.32M	Buy	18,208 +1,416	+8%	+$97K	0.02%	264
2023 Q3	$1.17M	Buy	16,792 +4,500	+37%	+$324K	0.02%	256
2023 Q2	$897K	Buy	12,292 +771	+7%	+$57K	0.01%	264
2023 Q1	$803K	Sell	11,521 -3,037	-21%	-$201K	0.01%	287
2022 Q4	$970K	Buy	14,558 +4,122	+39%	+$261K	0.02%	266
2022 Q3	$572K	Sell	10,436 -1,127	-10%	-$70K	0.01%	311
2022 Q2	$718K	Buy	11,563 +2,096	+22%	+$132K	0.02%	261
2022 Q1	$594K	Sell	9,467 -2,827	-23%	-$184K	0.01%	245
2021 Q4	$815K	Sell	12,294 -474	-4%	-$29.3K	0.02%	256
2021 Q3	$743K	Buy	12,768 +7,516	+143%	+$468K	0.02%	291
2021 Q2	$328K	Sell	5,252 -16,750	-76%	-$1.03M	0.01%	277
2021 Q1	$1.29M	Buy	22,002 +8,698	+65%	+$491K	0.03%	224
2020 Q4	$778K	Sell	13,304 -4,211	-24%	-$241K	0.02%	240
2020 Q3	$1.01M	Buy	17,515 +1,121	+7%	+$62.4K	0.06%	123
2020 Q2	$838K	Sell	16,394 -14,379	-47%	-$739K	0.06%	115
2020 Q1	$1.54M	Buy	30,773 +14,701	+91%	+$796K	0.06%	149
2019 Q4	$885K	Buy	16,072 +1,259	+8%	+$67.3K	0.06%	69
2019 Q3	$819K	Buy	+14,813	New	+$810K	0.07%	57
2019 Q1	–	Sell	-840	Closed	-$34K	–	495
2018 Q4	$34K	Buy	+840	New	+$35.8K	﹤0.01%	241

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

Wealthspire Advisors (New York)'s MDLZ Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Mondelez International (MDLZ) stake by 8.5% in Q1 2026, buying an estimated $109K and bringing the position to 24,183 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #344.

Wealthspire Advisors (New York) first reported a position in MDLZ in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.54M in Q1 2020. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Wealthspire Advisors (New York) held 24,183 shares of Mondelez International worth $1.39M as of Q1 2026.
Wealthspire Advisors (New York) bought 1,887 Mondelez International shares in Q1 2026, an estimated $109K.
Mondelez International made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #344 holding.
Wealthspire Advisors (New York) first reported a position in Mondelez International in Q4 2018 and has held it in 28 quarters since.
Wealthspire Advisors (New York)'s Mondelez International position peaked at $1.54M in Q1 2020.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.