Financial Advocates Investment Management’s Mondelez International MDLZ Stock Holding History

Financial Advocates Investment 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	–	Sell	-4,918	Closed	-$332K	–	373
2025 Q2	$332K	Sell	4,918 -240	-5%	-$16K	0.03%	474
2025 Q1	$350K	Sell	5,158 -332	-6%	-$20.5K	0.02%	520
2024 Q4	$328K	Buy	5,490 +64	+1%	+$4.23K	0.02%	576
2024 Q3	$400K	Sell	5,426 -12	-0.2%	-$843	0.02%	526
2024 Q2	$356K	Sell	5,438 -2,123	-28%	-$146K	0.02%	535
2024 Q1	$529K	Buy	7,561 +14	+0.2%	+$1.02K	0.03%	443
2023 Q4	$547K	Sell	7,547 -1,049	-12%	-$71.9K	0.04%	414
2023 Q3	$597K	Buy	8,596 +17	+0.2%	+$1.23K	0.04%	371
2023 Q2	$626K	Buy	8,579 +238	+3%	+$17.6K	0.04%	353
2023 Q1	$582K	Buy	8,341 +1,065	+15%	+$70.5K	0.04%	399
2022 Q4	$485K	Sell	7,276 -684	-9%	-$43.2K	0.04%	456
2022 Q3	$436K	Buy	7,960 +151	+2%	+$9.38K	0.04%	448
2022 Q2	$485K	Sell	7,809 -347	-4%	-$21.9K	0.04%	402
2022 Q1	$512K	Buy	8,156 +61	+0.8%	+$3.97K	0.03%	433
2021 Q4	$537K	Buy	8,095 +70	+0.9%	+$4.32K	0.03%	469
2021 Q3	$467K	Sell	8,025 -3,185	-28%	-$198K	0.03%	488
2021 Q2	$693K	Buy	11,210 +1,003	+10%	+$61.8K	0.05%	404
2021 Q1	$598K	Buy	10,207 +240	+2%	+$13.5K	0.04%	438
2020 Q4	$583K	Buy	9,967 +402	+4%	+$23K	0.04%	414
2020 Q3	$549K	Sell	9,565 -1,955	-17%	-$109K	0.05%	362
2020 Q2	$589K	Sell	11,520 -152	-1%	-$7.81K	0.06%	332
2020 Q1	$585K	Buy	11,672 +401	+4%	+$21.7K	0.08%	250
2019 Q4	$621K	Buy	11,271 +2,415	+27%	+$129K	0.07%	278
2019 Q3	$490K	Sell	8,856 -405	-4%	-$22.2K	0.06%	291
2019 Q2	$499K	Buy	9,261 +1,024	+12%	+$53.2K	0.06%	294
2019 Q1	$411K	Buy	8,237 +16	+0.2%	+$734	0.05%	306
2018 Q4	$329K	Sell	8,221 -84	-1%	-$3.58K	0.04%	320
2018 Q3	$357K	Buy	8,305 +9	+0.1%	+$384	0.04%	344
2018 Q2	$339K	Sell	8,296 -1,322	-14%	-$53.1K	0.04%	345
2018 Q1	$401K	Sell	9,618 -196	-2%	-$8.51K	0.05%	297
2017 Q4	$420K	Buy	+9,814	New	+$412K	0.06%	283

Other funds holding MDLZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Financial Advocates Investment Management's MDLZ Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Mondelez International (MDLZ) in Q3 2025, closing a stake of 4,918 shares — an estimated $332K sold.

Financial Advocates Investment Management first reported a position in MDLZ in Q4 2017 and held it in 31 quarters. The position peaked at $693K in Q2 2021. 1,931 funds tracked by Wall St. Rank hold MDLZ as of Q3 2025.

Financial Advocates Investment Management reported no remaining Mondelez International position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 4,918 Mondelez International shares in Q3 2025, an estimated $332K.
Financial Advocates Investment Management first reported a position in Mondelez International in Q4 2017 and held it in 31 quarters.
Financial Advocates Investment Management's Mondelez International position peaked at $693K in Q2 2021.
1,931 funds tracked by Wall St. Rank held Mondelez International as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.