Brass Tax Wealth Management’s Mondelez International MDLZ Stock Holding History

Brass Tax 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
2025 Q3	$808K	Sell	12,937 -30	-0.2%	-$1.94K	0.13%	78
2025 Q2	$874K	Buy	12,967 +92	+0.7%	+$6.14K	0.17%	64
2025 Q1	$874K	Sell	12,875 -25	-0.2%	-$1.54K	0.18%	64
2024 Q4	$771K	Buy	12,900 +130	+1%	+$8.6K	0.16%	70
2024 Q3	$941K	Buy	+12,770	New	+$898K	0.2%	53

Other funds holding MDLZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brass Tax Wealth Management's MDLZ Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Mondelez International (MDLZ) stake by 0.23% in Q3 2025, selling an estimated $1.94K and leaving 12,937 shares worth $808K. The position accounts for 0.13% of the portfolio, ranked #78.

Brass Tax Wealth Management first reported a position in MDLZ in Q3 2024 and has held it in 5 quarters since. The position peaked at $941K in Q3 2024. 1,929 funds tracked by Wall St. Rank hold MDLZ as of Q3 2025.

Brass Tax Wealth Management held 12,937 shares of Mondelez International worth $808K as of Q3 2025.
Brass Tax Wealth Management sold 30 Mondelez International shares in Q3 2025, an estimated $1.94K.
Mondelez International made up 0.13% of Brass Tax Wealth Management's portfolio in Q3 2025, its #78 holding.
Brass Tax Wealth Management first reported a position in Mondelez International in Q3 2024 and has held it in 5 quarters since.
Brass Tax Wealth Management's Mondelez International position peaked at $941K in Q3 2024.
1,929 funds tracked by Wall St. Rank held Mondelez International as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.