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Williams Jones Wealth Management’s Mondelez International MDLZ Stock Holding History

Williams Jones Wealth 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 		$1.58M Buy
27,402
+988
+4% +$57.2K 0.02% 212
2025
Q4 		$1.42M Buy
26,414
+3
+0% +$173 0.02% 228
2025
Q3 		$1.65M Hold
26,411
– – 0.02% 208
2025
Q2 		$1.78M Sell
26,411
-840
-3% -$56K 0.02% 199
2025
Q1 		$1.85M Sell
27,251
-1,378
-5% -$84.9K 0.02% 187
2024
Q4 		$1.71M Sell
28,629
-466
-2% -$30.8K 0.02% 202
2024
Q3 		$2.14M Buy
29,095
+44
+0.2% +$3.09K 0.03% 193
2024
Q2 		$1.9M Sell
29,051
-28
-0.1% -$1.92K 0.02% 196
2024
Q1 		$2.04M Buy
29,079
+60
+0.2% +$4.38K 0.03% 190
2023
Q4 		$2.1M Sell
29,019
-84
-0.3% -$5.76K 0.03% 192
2023
Q3 		$2.02M Sell
29,103
-47
-0.2% -$3.39K 0.03% 193
2023
Q2 		$2.13M Sell
29,150
-491
-2% -$36.3K 0.03% 193
2023
Q1 		$2.07M Sell
29,641
-601
-2% -$39.8K 0.03% 203
2022
Q4 		$2.02M Sell
30,242
-311
-1% -$19.7K 0.03% 200
2022
Q3 		$1.68M Sell
30,553
-54
-0.2% -$3.35K 0.03% 217
2022
Q2 		$1.9M Buy
30,607
+23,116
+309% +$1.46M 0.03% 212
2022
Q1 		$470K Sell
7,491
-403
-5% -$26.2K 0.01% 359
2021
Q4 		$523K Sell
7,894
-28
-0.4% -$1.73K 0.01% 327
2021
Q3 		$461K Sell
7,922
-220
-3% -$13.7K 0.01% 333
2021
Q2 		$508K Buy
8,142
+165
+2% +$10.2K 0.01% 318
2021
Q1 		$467K Sell
7,977
-2,649
-25% -$150K 0.01% 319
2020
Q4 		$621K Buy
10,626
+860
+9% +$49.2K 0.01% 270
2020
Q3 		$561K Sell
9,766
-2,488
-20% -$139K 0.01% 255
2020
Q2 		$627K Sell
12,254
-427
-3% -$21.9K 0.01% 236
2020
Q1 		$635K Buy
12,681
+377
+3% +$20.4K 0.02% 207
2019
Q4 		$678K Buy
12,304
+1,808
+17% +$96.7K 0.01% 242
2019
Q3 		$581K Buy
+10,496
New +$574K 0.01% 252

Other funds holding MDLZ

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Williams Jones Wealth Management's MDLZ Position: Q1 2026 in Review

Williams Jones Wealth Management increased its Mondelez International (MDLZ) stake by 3.7% in Q1 2026, buying an estimated $57.2K and bringing the position to 27,402 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #212.

Williams Jones Wealth Management first reported a position in MDLZ in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.14M in Q3 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Williams Jones Wealth Management held 27,402 shares of Mondelez International worth $1.58M as of Q1 2026.
  • Williams Jones Wealth Management bought 988 Mondelez International shares in Q1 2026, an estimated $57.2K.
  • Mondelez International made up 0.02% of Williams Jones Wealth Management's portfolio in Q1 2026, its #212 holding.
  • Williams Jones Wealth Management first reported a position in Mondelez International in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Mondelez International position peaked at $2.14M in Q3 2024.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.