Welch & Forbes’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $830K | Sell |
14,399
-404
| -3% | -$23.4K | 0.01% | 237 |
|
|
2025
Q4 | $797K | Sell |
14,803
-2,561
| -15% | -$147K | 0.01% | 242 |
|
|
2025
Q3 | $1.08M | Sell |
17,364
-150
| -0.9% | -$9.68K | 0.01% | 221 |
|
|
2025
Q2 | $1.18M | Sell |
17,514
-771
| -4% | -$51.4K | 0.01% | 216 |
|
|
2025
Q1 | $1.24M | Sell |
18,285
-5,214
| -22% | -$321K | 0.02% | 211 |
|
|
2024
Q4 | $1.4M | Sell |
23,499
-7,579
| -24% | -$501K | 0.02% | 204 |
|
|
2024
Q3 | $2.29M | Sell |
31,078
-1,929
| -6% | -$136K | 0.03% | 180 |
|
|
2024
Q2 | $2.16M | Sell |
33,007
-134
| -0.4% | -$9.19K | 0.03% | 178 |
|
|
2024
Q1 | $2.32M | Sell |
33,141
-1,430
| -4% | -$104K | 0.03% | 185 |
|
|
2023
Q4 | $2.5M | Sell |
34,571
-500
| -1% | -$34.3K | 0.04% | 170 |
|
|
2023
Q3 | $2.43M | Sell |
35,071
-1,193
| -3% | -$86K | 0.04% | 167 |
|
|
2023
Q2 | $2.65M | Buy |
36,264
+444
| +1% | +$32.8K | 0.04% | 163 |
|
|
2023
Q1 | $2.5M | Sell |
35,820
-250
| -0.7% | -$16.6K | 0.04% | 163 |
|
|
2022
Q4 | $2.4M | Sell |
36,070
-3,090
| -8% | -$195K | 0.04% | 164 |
|
|
2022
Q3 | $2.15M | Buy |
39,160
+5,933
| +18% | +$369K | 0.04% | 172 |
|
|
2022
Q2 | $2.06M | Buy |
33,227
+7,816
| +31% | +$494K | 0.04% | 177 |
|
|
2022
Q1 | $1.59M | Buy |
25,411
+12,746
| +101% | +$830K | 0.03% | 195 |
|
|
2021
Q4 | $839K | Sell |
12,665
-60
| -0.5% | -$3.7K | 0.01% | 247 |
|
|
2021
Q3 | $740K | Sell |
12,725
-104
| -0.8% | -$6.47K | 0.01% | 249 |
|
|
2021
Q2 | $801K | Buy |
12,829
+384
| +3% | +$23.7K | 0.01% | 245 |
|
|
2021
Q1 | $728K | Buy |
12,445
+500
| +4% | +$28.2K | 0.01% | 240 |
|
|
2020
Q4 | $698K | Sell |
11,945
-10
| -0.1% | -$572 | 0.01% | 242 |
|
|
2020
Q3 | $688K | Sell |
11,955
-25
| -0.2% | -$1.39K | 0.01% | 225 |
|
|
2020
Q2 | $613K | Buy |
11,980
+10
| +0.1% | +$514 | 0.01% | 225 |
|
|
2020
Q1 | $600K | Sell |
11,970
-1,456
| -11% | -$78.9K | 0.02% | 223 |
|
|
2019
Q4 | $740K | Sell |
13,426
-933
| -6% | -$49.9K | 0.02% | 228 |
|
|
2019
Q3 | $794K | Buy |
14,359
+294
| +2% | +$16.1K | 0.02% | 218 |
|
|
2019
Q2 | $758K | Sell |
14,065
-87
| -0.6% | -$4.52K | 0.02% | 224 |
|
|
2019
Q1 | $707K | Sell |
14,152
-2,138
| -13% | -$98.1K | 0.02% | 224 |
|
|
2018
Q4 | $652K | Hold |
16,290
| – | – | 0.02% | 220 |
|
|
2018
Q3 | $700K | Sell |
16,290
-346
| -2% | -$14.8K | 0.02% | 225 |
|
|
2018
Q2 | $683K | Sell |
16,636
-70
| -0.4% | -$2.81K | 0.02% | 225 |
|
|
2018
Q1 | $697K | Sell |
16,706
-5,753
| -26% | -$250K | 0.02% | 227 |
|
|
2017
Q4 | $962K | Buy |
22,459
+768
| +4% | +$32.2K | 0.03% | 192 |
|
|
2017
Q3 | $881K | Buy |
21,691
+454
| +2% | +$19.3K | 0.02% | 201 |
|
|
2017
Q2 | $917K | Buy |
21,237
+146
| +0.7% | +$6.58K | 0.03% | 200 |
|
|
2017
Q1 | $908K | Sell |
21,091
-402
| -2% | -$17.8K | 0.03% | 199 |
|
|
2016
Q4 | $953K | Sell |
21,493
-416
| -2% | -$17.9K | 0.03% | 194 |
|
|
2016
Q3 | $962K | Hold |
21,909
| – | – | 0.03% | 171 |
|
|
2016
Q2 | $997K | Sell |
21,909
-17
| -0.1% | -$741 | 0.03% | 191 |
|
|
2016
Q1 | $880K | Buy |
21,926
+2,250
| +11% | +$91.6K | 0.03% | 201 |
|
|
2015
Q4 | $882K | Buy |
19,676
+1,444
| +8% | +$64.6K | 0.03% | 196 |
|
|
2015
Q3 | $763K | Buy |
18,232
+692
| +4% | +$29.8K | 0.03% | 206 |
|
|
2015
Q2 | $721K | Sell |
17,540
-654
| -4% | -$25.6K | 0.02% | 222 |
|
|
2015
Q1 | $656K | Sell |
18,194
-4,787
| -21% | -$173K | 0.02% | 232 |
|
|
2014
Q4 | $835K | Sell |
22,981
-2,086
| -8% | -$75.9K | 0.02% | 222 |
|
|
2014
Q3 | $859K | Sell |
25,067
-374
| -1% | -$13.6K | 0.03% | 218 |
|
|
2014
Q2 | $957K | Sell |
25,441
-87
| -0.3% | -$3.18K | 0.03% | 200 |
|
|
2014
Q1 | $882K | Sell |
25,528
-3,598
| -12% | -$123K | 0.03% | 211 |
|
|
2013
Q4 | $1.03M | Sell |
29,126
-2,118
| -7% | -$70.4K | 0.03% | 197 |
|
|
2013
Q3 | $982K | Buy |
31,244
+3,422
| +12% | +$106K | 0.03% | 197 |
|
|
2013
Q2 | $794K | Buy |
+27,822
| New | +$846K | 0.03% | 206 |
|
Other funds holding MDLZ
VCM
VPM
Welch & Forbes's MDLZ Position: Q1 2026 in Review
Welch & Forbes reduced its Mondelez International (MDLZ) stake by 2.7% in Q1 2026, selling an estimated $23.4K and leaving 14,399 shares worth $830K. The position accounts for 0.01% of the portfolio, ranked #237.
Welch & Forbes first reported a position in MDLZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.65M in Q2 2023. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.
- Welch & Forbes held 14,399 shares of Mondelez International worth $830K as of Q1 2026.
- Welch & Forbes sold 404 Mondelez International shares in Q1 2026, an estimated $23.4K.
- Mondelez International made up 0.01% of Welch & Forbes's portfolio in Q1 2026, its #237 holding.
- Welch & Forbes first reported a position in Mondelez International in Q2 2013 and has held it in 52 quarters since.
- Welch & Forbes's Mondelez International position peaked at $2.65M in Q2 2023.
- 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.
Based on Welch & Forbes's 13F filing for Q1 2026, filed 1 May 2026.