Bard Financial Services’s Mondelez International MDLZ Stock Holding History

Bard Financial Services’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	$1.67M	Hold	26,700	–	–	0.18%	96
2025 Q2	$1.8M	Hold	26,700	–	–	0.22%	90
2025 Q1	$1.81M	Buy	26,700 +645	+2%	+$39.8K	0.22%	88
2024 Q4	$1.56M	Hold	26,055	–	–	0.19%	96
2024 Q3	$1.92M	Sell	26,055 -10,630	-29%	-$747K	0.23%	87
2024 Q2	$2.4M	Sell	36,685 -115	-0.3%	-$7.89K	0.25%	80
2024 Q1	$2.58M	Hold	36,800	–	–	0.27%	77
2023 Q4	$2.67M	Buy	36,800 +755	+2%	+$51.7K	0.3%	73
2023 Q3	$2.5M	Buy	36,045 +500	+1%	+$36K	0.31%	72
2023 Q2	$2.59M	Hold	35,545	–	–	0.2%	103
2023 Q1	$2.48M	Hold	35,545	–	–	0.2%	103
2022 Q4	$2.37M	Hold	35,545	–	–	0.2%	102
2022 Q3	$1.95M	Hold	35,545	–	–	0.18%	113
2022 Q2	$2.21M	Hold	35,545	–	–	0.2%	102
2022 Q1	$2.23M	Hold	35,545	–	–	0.18%	106
2021 Q4	$2.36M	Hold	35,545	–	–	0.19%	105
2021 Q3	$2.07M	Hold	35,545	–	–	0.18%	108
2021 Q2	$2.22M	Hold	35,545	–	–	0.2%	104
2021 Q1	$2.08M	Sell	35,545 -1,750	-5%	-$98.8K	0.2%	106
2020 Q4	$2.18M	Buy	+37,295	New	+$2.13M	0.22%	98

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bard Financial Services's MDLZ Position: Q3 2025 in Review

Bard Financial Services held its Mondelez International (MDLZ) position steady in Q3 2025 at 26,700 shares worth $1.67M. The position accounts for 0.18% of the portfolio, ranked #96.

Bard Financial Services first reported a position in MDLZ in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.67M in Q4 2023. 1,933 funds tracked by Wall St. Rank hold MDLZ as of Q3 2025.

Bard Financial Services held 26,700 shares of Mondelez International worth $1.67M as of Q3 2025.
Bard Financial Services left its Mondelez International share count unchanged in Q3 2025.
Mondelez International made up 0.18% of Bard Financial Services's portfolio in Q3 2025, its #96 holding.
Bard Financial Services first reported a position in Mondelez International in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's Mondelez International position peaked at $2.67M in Q4 2023.
1,933 funds tracked by Wall St. Rank held Mondelez International as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.