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Evoke Wealth’s Mondelez International MDLZ Stock Holding History

Evoke Wealth’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
-6,093
Closed -$367K – 456
2024
Q4 		$367K Buy
+6,093
New +$403K 0.01% 309
2022
Q4 		– Sell
-462
Closed -$25K – 821
2022
Q3 		$25K Hold
462
– – ﹤0.01% 610
2022
Q2 		$29K Sell
462
-43
-9% -$2.72K ﹤0.01% 597
2022
Q1 		$32K Sell
505
-97,494
-99% -$6.35M ﹤0.01% 581
2021
Q4 		$6.53M Buy
97,999
+7
+0% +$432 0.21% 64
2021
Q3 		$5.74M Sell
97,992
-52
-0.1% -$3.23K 0.22% 59
2021
Q2 		$6.15M Sell
98,044
-64
-0.1% -$3.94K 0.23% 55
2021
Q1 		$5.77M Sell
98,108
-20
-0% -$1.13K 0.26% 54
2020
Q4 		$5.77M Buy
98,128
+27
+0% +$1.54K 0.39% 28
2020
Q3 		$5.67M Sell
98,101
-15
-0% -$835 0.46% 26
2020
Q2 		$5.04M Sell
98,116
-1,074
-1% -$55.2K 0.49% 24
2020
Q1 		$5M Sell
99,190
-3,257
-3% -$176K 0.71% 22
2019
Q4 		$5.67M Buy
102,447
+1,541
+2% +$82.4K 0.72% 19
2019
Q3 		$5.61M Buy
+100,906
New +$5.52M 0.69% 22

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

Evoke Wealth's MDLZ Position: Q1 2025 in Review

Evoke Wealth sold out of Mondelez International (MDLZ) in Q1 2025, closing a stake of 6,093 shares — an estimated $367K sold.

Evoke Wealth first reported a position in MDLZ in Q3 2019 and held it in 14 quarters. The position peaked at $6.53M in Q4 2021. 2,002 funds tracked by Wall St. Rank hold MDLZ as of Q1 2025.

  • Evoke Wealth reported no remaining Mondelez International position as of Q1 2025 after selling out during the quarter.
  • Evoke Wealth sold 6,093 Mondelez International shares in Q1 2025, an estimated $367K.
  • Evoke Wealth first reported a position in Mondelez International in Q3 2019 and held it in 14 quarters.
  • Evoke Wealth's Mondelez International position peaked at $6.53M in Q4 2021.
  • 2,002 funds tracked by Wall St. Rank held Mondelez International as of Q1 2025.

Based on Evoke Wealth's 13F filing for Q1 2025, filed 13 May 2025.