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Buckley Wealth Management’s Mondelez International MDLZ Stock Holding History

Buckley 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
Q1 		– Sell
-10,512
Closed -$628K – 101
2024
Q4 		$628K Buy
10,512
+271
+3% +$17.9K 0.19% 78
2024
Q3 		$754K Buy
10,241
+186
+2% +$13.1K 0.23% 70
2024
Q2 		$658K Sell
10,055
-26
-0.3% -$1.78K 0.21% 71
2024
Q1 		$706K Sell
10,081
-342
-3% -$25K 0.23% 73
2023
Q4 		$755K Sell
10,423
-210
-2% -$14.4K 0.26% 70
2023
Q3 		$738K Sell
10,633
-3,005
-22% -$217K 0.28% 67
2023
Q2 		$995K Buy
13,638
+1,516
+13% +$112K 0.34% 55
2023
Q1 		$845K Buy
12,122
+1,115
+10% +$73.9K 0.31% 61
2022
Q4 		$734K Buy
11,007
+113
+1% +$7.14K 0.27% 66
2022
Q3 		$597K Sell
10,894
-3,766
-26% -$234K 0.22% 76
2022
Q2 		$910K Sell
14,660
-597
-4% -$37.7K 0.29% 61
2022
Q1 		$958K Buy
15,257
+4,808
+46% +$313K 0.26% 71
2021
Q4 		$693K Buy
10,449
+1,100
+12% +$67.9K 0.2% 88
2021
Q3 		$544K Buy
9,349
+688
+8% +$42.8K 0.18% 86
2021
Q2 		$541K Buy
8,661
+178
+2% +$11K 0.19% 84
2021
Q1 		$496K Buy
8,483
+975
+13% +$55K 0.18% 83
2020
Q4 		$439K Buy
7,508
+120
+2% +$6.86K 0.18% 85
2020
Q3 		$424K Sell
7,388
-3,723
-34% -$207K 0.19% 82
2020
Q2 		$568K Sell
11,111
-63
-0.6% -$3.24K 0.26% 74
2020
Q1 		$560K Buy
11,174
+4,038
+57% +$219K 0.3% 66
2019
Q4 		$393K Buy
7,136
+239
+3% +$12.8K 0.18% 94
2019
Q3 		$382K Sell
6,897
-1,753
-20% -$95.9K 0.19% 96
2019
Q2 		$466K Sell
8,650
-610
-7% -$31.7K 0.22% 88
2019
Q1 		$462K Sell
9,260
-547
-6% -$25.1K 0.22% 93
2018
Q4 		$393K Sell
9,807
-1,385
-12% -$59K 0.2% 99
2018
Q3 		$481K Buy
11,192
+3
+0% +$128 0.21% 97
2018
Q2 		$459K Buy
11,189
+814
+8% +$32.7K 0.22% 95
2018
Q1 		$433K Buy
10,375
+661
+7% +$28.7K 0.21% 103
2017
Q4 		$416K Buy
+9,714
New +$408K 0.21% 109

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Buckley Wealth Management's MDLZ Position: Q1 2025 in Review

Buckley Wealth Management sold out of Mondelez International (MDLZ) in Q1 2025, closing a stake of 10,512 shares — an estimated $628K sold.

Buckley Wealth Management first reported a position in MDLZ in Q4 2017 and held it in 29 quarters. The position peaked at $995K in Q2 2023. 2,002 funds tracked by Wall St. Rank hold MDLZ as of Q1 2025.

  • Buckley Wealth Management reported no remaining Mondelez International position as of Q1 2025 after selling out during the quarter.
  • Buckley Wealth Management sold 10,512 Mondelez International shares in Q1 2025, an estimated $628K.
  • Buckley Wealth Management first reported a position in Mondelez International in Q4 2017 and held it in 29 quarters.
  • Buckley Wealth Management's Mondelez International position peaked at $995K in Q2 2023.
  • 2,002 funds tracked by Wall St. Rank held Mondelez International as of Q1 2025.

Based on Buckley Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.