Zhang Financial’s Mondelez International MDLZ Stock Holding History

Zhang Financial’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	$933K	Buy	16,181 +415	+3%	+$24K	0.03%	191
2025 Q4	$849K	Sell	15,766 -75	-0.5%	-$4.32K	0.03%	189
2025 Q3	$990K	Hold	15,841	–	–	0.04%	174
2025 Q2	$1.07M	Sell	15,841 -162	-1%	-$10.8K	0.05%	162
2025 Q1	$1.09M	Sell	16,003 -29	-0.2%	-$1.79K	0.06%	153
2024 Q4	$958K	Sell	16,032 -113	-0.7%	-$7.47K	0.05%	156
2024 Q3	$1.19M	Sell	16,145 -178	-1%	-$12.5K	0.08%	136
2024 Q2	$1.07M	Sell	16,323 -104	-0.6%	-$7.13K	0.07%	135
2024 Q1	$1.15M	Hold	16,427	–	–	0.09%	132
2023 Q4	$1.19M	Sell	16,427 -1	-0%	-$69	0.1%	114
2023 Q3	$1.14M	Sell	16,428 -4,842	-23%	-$349K	0.12%	102
2023 Q2	$1.55M	Sell	21,270 -337	-2%	-$24.9K	0.16%	79
2023 Q1	$1.51M	Buy	21,607 +40	+0.2%	+$2.65K	0.17%	71
2022 Q4	$1.44M	Buy	21,567 +592	+3%	+$37.4K	0.18%	68
2022 Q3	$1.15M	Buy	20,975 +193	+0.9%	+$12K	0.17%	71
2022 Q2	$1.29M	Sell	20,782 -898	-4%	-$56.7K	0.21%	64
2022 Q1	$1.36M	Buy	21,680 +111	+0.5%	+$7.22K	0.23%	60
2021 Q4	$1.43M	Buy	21,569 +10,020	+87%	+$618K	0.25%	51
2021 Q3	$672K	Buy	11,549 +115	+1%	+$7.15K	0.16%	75
2021 Q2	$714K	Sell	11,434 -617	-5%	-$38K	0.18%	63
2021 Q1	$705K	Hold	12,051	–	–	0.19%	58
2020 Q4	$705K	Buy	12,051 +2,698	+29%	+$154K	0.22%	46
2020 Q3	$537K	Buy	9,353 +200	+2%	+$11.1K	0.19%	52
2020 Q2	$468K	Hold	9,153	–	–	0.18%	54
2020 Q1	$458K	Sell	9,153 -350	-4%	-$19K	0.2%	52
2019 Q4	$523K	Buy	9,503 +568	+6%	+$30.4K	0.2%	57
2019 Q3	$494K	Buy	8,935 +72	+0.8%	+$3.94K	0.21%	54
2019 Q2	$478K	Sell	8,863 -133	-1%	-$6.91K	0.2%	57
2019 Q1	$449K	Sell	8,996 -538	-6%	-$24.7K	0.19%	53
2018 Q4	$382K	Hold	9,534	–	–	0.18%	53
2018 Q3	$408K	Buy	9,534 +101	+1%	+$4.31K	0.19%	51
2018 Q2	$385K	Buy	9,433 +1,121	+13%	+$45K	0.2%	51
2018 Q1	$338K	Hold	8,312	–	–	0.18%	56
2017 Q4	$357K	Sell	8,312 -700	-8%	-$29.4K	0.17%	56
2017 Q3	$368K	Hold	9,012	–	–	0.19%	52
2017 Q2	$388K	Buy	9,012 +700	+8%	+$31.6K	0.21%	48
2017 Q1	$357K	Sell	8,312 -700	-8%	-$31K	0.18%	54
2016 Q4	$407K	Hold	9,012	–	–	0.22%	50
2016 Q3	$396K	Hold	9,012	–	–	0.22%	53
2016 Q2	$410K	Sell	9,012 -130	-1%	-$5.66K	0.23%	51
2016 Q1	$367K	Sell	9,142 -340	-4%	-$13.8K	0.21%	51
2015 Q4	$425K	Sell	9,482 -116	-1%	-$5.19K	0.25%	48
2015 Q3	$402K	Hold	9,598	–	–	0.26%	48
2015 Q2	$395K	Sell	9,598 -957	-9%	-$37.5K	0.25%	47
2015 Q1	$381K	Hold	10,555	–	–	0.24%	48
2014 Q4	$383K	Hold	10,555	–	–	0.25%	43
2014 Q3	$362K	Buy	10,555 +172	+2%	+$6.27K	0.25%	42
2014 Q2	$391K	Buy	10,383 +1,796	+21%	+$65.7K	0.26%	42
2014 Q1	$297K	Buy	8,587 +1	+0%	+$34	0.21%	45
2013 Q4	$303K	Buy	8,586 +2	+0%	+$66	0.23%	43
2013 Q3	$270K	Buy	8,584 +228	+3%	+$7.07K	0.22%	43
2013 Q2	$238K	Buy	+8,356	New	+$254K	0.2%	45

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

Zhang Financial's MDLZ Position: Q1 2026 in Review

Zhang Financial increased its Mondelez International (MDLZ) stake by 2.6% in Q1 2026, buying an estimated $24K and bringing the position to 16,181 shares worth $933K. The position accounts for 0.03% of the portfolio, ranked #191.

Zhang Financial first reported a position in MDLZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.55M in Q2 2023. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Zhang Financial held 16,181 shares of Mondelez International worth $933K as of Q1 2026.
Zhang Financial bought 415 Mondelez International shares in Q1 2026, an estimated $24K.
Mondelez International made up 0.03% of Zhang Financial's portfolio in Q1 2026, its #191 holding.
Zhang Financial first reported a position in Mondelez International in Q2 2013 and has held it in 52 quarters since.
Zhang Financial's Mondelez International position peaked at $1.55M in Q2 2023.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.