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BSW Wealth Partners’s Mondelez International MDLZ Stock Holding History

BSW Wealth Partners’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
Q4 		– Sell
-3,562
Closed -$223K – 339
2025
Q3 		$223K Sell
3,562
-2,089
-37% -$135K 0.03% 299
2025
Q2 		$381K Sell
5,651
-739
-12% -$49.3K 0.05% 203
2025
Q1 		$434K Buy
6,390
+2,218
+53% +$137K 0.07% 173
2024
Q4 		$249K Buy
+4,172
New +$276K 0.04% 265
2024
Q2 		– Sell
-3,760
Closed -$263K – 304
2024
Q1 		$263K Sell
3,760
-2,241
-37% -$164K 0.04% 240
2023
Q4 		$435K Sell
6,001
-2,287
-28% -$157K 0.09% 140
2023
Q3 		$575K Sell
8,288
-282
-3% -$20.3K 0.13% 98
2023
Q2 		$625K Buy
8,570
+10
+0.1% +$739 0.13% 95
2023
Q1 		$597K Sell
8,560
-2,608
-23% -$173K 0.12% 118
2022
Q4 		$744K Buy
11,168
+705
+7% +$44.6K 0.16% 85
2022
Q3 		$574K Sell
10,463
-602
-5% -$37.4K 0.14% 97
2022
Q2 		$687K Buy
11,065
+187
+2% +$11.8K 0.16% 89
2022
Q1 		$683K Buy
10,878
+700
+7% +$45.6K 0.17% 97
2021
Q4 		$675K Buy
10,178
+1,315
+15% +$81.1K 0.17% 90
2021
Q3 		$516K Buy
8,863
+1,023
+13% +$63.6K 0.14% 105
2021
Q2 		$490K Buy
7,840
+1,006
+15% +$62K 0.13% 100
2021
Q1 		$400K Buy
6,834
+1,370
+25% +$77.3K 0.12% 107
2020
Q4 		$319K Buy
5,464
+548
+11% +$31.3K 0.1% 119
2020
Q3 		$282K Buy
4,916
+215
+5% +$12K 0.11% 107
2020
Q2 		$240K Buy
+4,701
New +$241K 0.08% 122

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

BSW Wealth Partners's MDLZ Position: Q4 2025 in Review

BSW Wealth Partners sold out of Mondelez International (MDLZ) in Q4 2025, closing a stake of 3,562 shares — an estimated $223K sold.

BSW Wealth Partners first reported a position in MDLZ in Q2 2020 and held it in 20 quarters. The position peaked at $744K in Q4 2022. 1,859 funds tracked by Wall St. Rank hold MDLZ as of Q4 2025.

  • BSW Wealth Partners reported no remaining Mondelez International position as of Q4 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 3,562 Mondelez International shares in Q4 2025, an estimated $223K.
  • BSW Wealth Partners first reported a position in Mondelez International in Q2 2020 and held it in 20 quarters.
  • BSW Wealth Partners's Mondelez International position peaked at $744K in Q4 2022.
  • 1,859 funds tracked by Wall St. Rank held Mondelez International as of Q4 2025.

Based on BSW Wealth Partners's 13F filing for Q4 2025, filed 23 Jan 2026.