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Centricity Wealth Management’s Mondelez International MDLZ Stock Holding History

Centricity 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
Q2 		$43.8K Buy
650
+4
+0.6% +$267 0.04% 183
2025
Q1 		$43.8K Sell
646
-120
-16% -$7.4K 0.04% 181
2024
Q4 		$45.8K Buy
+766
New +$50.7K 0.04% 181

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Centricity Wealth Management's MDLZ Position: Q2 2025 in Review

Centricity Wealth Management increased its Mondelez International (MDLZ) stake by 0.62% in Q2 2025, buying an estimated $267 and bringing the position to 650 shares worth $43.8K. The position accounts for 0.04% of the portfolio, ranked #183.

Centricity Wealth Management first reported a position in MDLZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $45.8K in Q4 2024. 1,989 funds tracked by Wall St. Rank hold MDLZ as of Q2 2025.

  • Centricity Wealth Management held 650 shares of Mondelez International worth $43.8K as of Q2 2025.
  • Centricity Wealth Management bought 4 Mondelez International shares in Q2 2025, an estimated $267.
  • Mondelez International made up 0.04% of Centricity Wealth Management's portfolio in Q2 2025, its #183 holding.
  • Centricity Wealth Management first reported a position in Mondelez International in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Mondelez International position peaked at $45.8K in Q4 2024.
  • 1,989 funds tracked by Wall St. Rank held Mondelez International as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.