WFA of San Diego’s Mondelez International MDLZ Stock Holding History

WFA of San Diego’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	$125K	Sell	2,170 -207	-9%	-$12K	0.1%	116
2025 Q4	$128K	Hold	2,377	–	–	0.09%	121
2025 Q3	$148K	Hold	2,377	–	–	0.1%	117
2025 Q2	$160K	Buy	+2,377	New	+$159K	0.12%	103
2024 Q3	$200K	Hold	2,712	–	–	0.17%	91
2024 Q2	$177K	Buy	+2,712	New	+$186K	0.16%	92
2023 Q3	$222K	Sell	3,197 -733	-19%	-$52.8K	0.23%	75
2023 Q2	$287K	Sell	3,930 -828	-17%	-$61.2K	0.28%	69
2023 Q1	$332K	Sell	4,758 -1,444	-23%	-$95.6K	0.35%	57
2022 Q4	$413K	Sell	6,202 -646	-9%	-$40.8K	0.32%	63
2022 Q3	$375K	Sell	6,848 -435	-6%	-$27K	0.34%	60
2022 Q2	$452K	Sell	7,283 -105	-1%	-$6.63K	0.39%	51
2022 Q1	$464K	Hold	7,388	–	–	0.35%	59
2021 Q4	$490K	Sell	7,388 -160	-2%	-$9.87K	0.28%	71
2021 Q3	$439K	Sell	7,548 -65	-0.9%	-$4.04K	0.31%	66
2021 Q2	$475K	Hold	7,613	–	–	0.37%	57
2021 Q1	$446K	Buy	+7,613	New	+$430K	0.37%	54
2020 Q4	–	Sell	-8,383	Closed	-$481K	–	102
2020 Q3	$481K	Sell	8,383 -5,383	-39%	-$300K	0.46%	48
2020 Q2	$725K	Buy	+13,766	New	+$707K	0.17%	120

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

WFA of San Diego's MDLZ Position: Q1 2026 in Review

WFA of San Diego reduced its Mondelez International (MDLZ) stake by 8.7% in Q1 2026, selling an estimated $12K and leaving 2,170 shares worth $125K. The position accounts for 0.1% of the portfolio, ranked #116.

WFA of San Diego first reported a position in MDLZ in Q2 2020 and has held it in 19 quarters since. The position peaked at $725K in Q2 2020. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

WFA of San Diego held 2,170 shares of Mondelez International worth $125K as of Q1 2026.
WFA of San Diego sold 207 Mondelez International shares in Q1 2026, an estimated $12K.
Mondelez International made up 0.1% of WFA of San Diego's portfolio in Q1 2026, its #116 holding.
WFA of San Diego first reported a position in Mondelez International in Q2 2020 and has held it in 19 quarters since.
WFA of San Diego's Mondelez International position peaked at $725K in Q2 2020.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.