West Family Investments’s Mondelez International MDLZ Stock Holding History

West Family Investments’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	$275K	Buy	+4,771	New	+$276K	0.1%	191
2025 Q4	–	Sell	-6,854	Closed	-$428K	–	377
2025 Q3	$428K	Sell	6,854 -2,697	-28%	-$174K	0.1%	218
2025 Q2	$644K	Buy	9,551 +5,934	+164%	+$396K	0.17%	126
2025 Q1	$245K	Buy	3,617 +268	+8%	+$16.5K	0.09%	203
2024 Q4	$200K	Sell	3,349 -2,358	-41%	-$156K	0.07%	268
2024 Q3	$420K	Buy	5,707 +2,466	+76%	+$173K	0.14%	148
2024 Q2	$212K	Sell	3,241 -1,849	-36%	-$127K	0.06%	228
2024 Q1	$356K	Buy	+5,090	New	+$372K	0.11%	153
2023 Q4	–	Sell	-3,033	Closed	-$210K	–	254
2023 Q3	$210K	Buy	+3,033	New	+$219K	0.07%	204
2022 Q3	–	Sell	-5,142	Closed	-$319K	–	239
2022 Q2	$319K	Sell	5,142 -1,163	-18%	-$73.5K	0.13%	142
2022 Q1	$396K	Buy	6,305 +50	+0.8%	+$3.25K	0.11%	145
2021 Q4	$415K	Sell	6,255 -562	-8%	-$34.7K	0.11%	156
2021 Q3	$397K	Buy	6,817 +1,861	+38%	+$116K	0.1%	174
2021 Q2	$309K	Buy	+4,956	New	+$305K	0.08%	223
2020 Q3	–	Sell	-20,000	Closed	-$1.1M	–	102
2020 Q2	$1.1M	Hold	20,000	–	–	0.27%	60
2020 Q1	$1M	Hold	20,000	–	–	0.4%	49
2019 Q4	$1.1M	Hold	20,000	–	–	0.27%	60
2019 Q3	$1.11M	Hold	20,000	–	–	0.27%	56
2019 Q2	$1.08M	Hold	20,000	–	–	0.27%	58
2019 Q1	$998K	Hold	20,000	–	–	0.25%	60
2018 Q4	$801K	Hold	20,000	–	–	0.21%	68
2018 Q3	$859K	Hold	20,000	–	–	0.2%	67
2018 Q2	$820K	Hold	20,000	–	–	0.2%	62
2018 Q1	$835K	Hold	20,000	–	–	0.22%	62
2017 Q4	$856K	Hold	20,000	–	–	0.22%	65
2017 Q3	$813	Hold	20,000	–	–	0.1%	65
2017 Q2	$910K	Hold	20,000	–	–	0.2%	68
2017 Q1	$862K	Hold	20,000	–	–	0.17%	68
2016 Q4	$887K	Hold	20,000	–	–	0.16%	73
2016 Q3	$878K	Hold	20,000	–	–	0.16%	73
2016 Q2	$910K	Hold	20,000	–	–	0.17%	71
2016 Q1	$802K	Hold	20,000	–	–	0.13%	76
2015 Q4	$897K	Hold	20,000	–	–	0.23%	68
2015 Q3	$837K	Hold	20,000	–	–	0.17%	69
2015 Q2	$823K	Hold	20,000	–	–	0.17%	67
2015 Q1	$722K	Hold	20,000	–	–	0.15%	71
2014 Q4	$727K	Hold	20,000	–	–	0.14%	68
2014 Q3	$685K	Hold	20,000	–	–	0.14%	67
2014 Q2	$752K	Hold	20,000	–	–	0.16%	63
2014 Q1	$691K	Hold	20,000	–	–	0.15%	65
2013 Q4	$706K	Hold	20,000	–	–	0.16%	67
2013 Q3	$628K	Hold	20,000	–	–	0.16%	68
2013 Q2	$571K	Buy	+20,000	New	+$609K	0.15%	73

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

West Family Investments's MDLZ Position: Q1 2026 in Review

West Family Investments opened a new position in Mondelez International (MDLZ) in Q1 2026: 4,771 shares worth $275K. The stake represents 0.1% of the portfolio and ranks #191 among its holdings. This is a return to the name: West Family Investments previously reported a position in MDLZ as recently as Q3 2025.

West Family Investments first reported a position in MDLZ in Q2 2013 and has held it in 43 quarters since. The position peaked at $1.11M in Q3 2019. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

West Family Investments held 4,771 shares of Mondelez International worth $275K as of Q1 2026.
Mondelez International was a new West Family Investments position in Q1 2026.
Mondelez International made up 0.1% of West Family Investments's portfolio in Q1 2026, its #191 holding.
West Family Investments first reported a position in Mondelez International in Q2 2013 and has held it in 43 quarters since.
West Family Investments's Mondelez International position peaked at $1.11M in Q3 2019.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.