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Berry Wealth Group’s Mondelez International MDLZ Stock Holding History

Berry Wealth Group’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 		– Sell
-4,022
Closed -$271K – 76
2025
Q2 		$271K Buy
+4,022
New +$268K 0.19% 77

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berry Wealth Group's MDLZ Position: Q3 2025 in Review

Berry Wealth Group sold out of Mondelez International (MDLZ) in Q3 2025, closing a stake of 4,022 shares — an estimated $271K sold.

Berry Wealth Group first reported a position in MDLZ in Q2 2025 and held it in 1 quarter. The position peaked at $271K in Q2 2025. 1,933 funds tracked by Wall St. Rank hold MDLZ as of Q3 2025.

  • Berry Wealth Group reported no remaining Mondelez International position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 4,022 Mondelez International shares in Q3 2025, an estimated $271K.
  • Berry Wealth Group first reported a position in Mondelez International in Q2 2025 and held it in 1 quarter.
  • Berry Wealth Group's Mondelez International position peaked at $271K in Q2 2025.
  • 1,933 funds tracked by Wall St. Rank held Mondelez International as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.