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Apexium Financial’s Mondelez International MDLZ Stock Holding History

Apexium 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
2025
Q3 		$306K Sell
4,895
-121
-2% -$7.8K 0.01% 241
2025
Q2 		$338K Buy
5,016
+10
+0.2% +$667 0.02% 221
2025
Q1 		$342K Sell
5,006
-820
-14% -$50.5K 0.02% 211
2024
Q4 		$350K Buy
5,826
+2,300
+65% +$152K 0.02% 194
2024
Q3 		$260K Sell
3,526
-35
-1% -$2.46K 0.02% 203
2024
Q2 		$233K Sell
3,561
-588
-14% -$40.3K 0.02% 202
2024
Q1 		$292K Sell
4,149
-7,788
-65% -$568K 0.02% 185
2023
Q4 		$865K Buy
11,937
+9,032
+311% +$619K 0.06% 131
2023
Q3 		$203K Buy
2,905
+6
+0.2% +$432 0.02% 202
2023
Q2 		$212K Buy
+2,899
New +$214K 0.02% 203

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apexium Financial's MDLZ Position: Q3 2025 in Review

Apexium Financial reduced its Mondelez International (MDLZ) stake by 2.4% in Q3 2025, selling an estimated $7.8K and leaving 4,895 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #241.

Apexium Financial first reported a position in MDLZ in Q2 2023 and has held it in 10 quarters since. The position peaked at $865K in Q4 2023. 1,929 funds tracked by Wall St. Rank hold MDLZ as of Q3 2025.

  • Apexium Financial held 4,895 shares of Mondelez International worth $306K as of Q3 2025.
  • Apexium Financial sold 121 Mondelez International shares in Q3 2025, an estimated $7.8K.
  • Mondelez International made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #241 holding.
  • Apexium Financial first reported a position in Mondelez International in Q2 2023 and has held it in 10 quarters since.
  • Apexium Financial's Mondelez International position peaked at $865K in Q4 2023.
  • 1,929 funds tracked by Wall St. Rank held Mondelez International as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.