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FSM Wealth Advisors’s Mondelez International MDLZ Stock Holding History

FSM Wealth Advisors’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
-9,857
Closed -$616K – 318
2025
Q3 		$616K Sell
9,857
-389
-4% -$25.1K 0.09% 142
2025
Q2 		$705K Buy
10,246
+4,474
+78% +$299K 0.11% 115
2025
Q1 		$392K Buy
5,772
+418
+8% +$25.8K 0.09% 134
2024
Q4 		$311K Sell
5,354
-546
-9% -$36.1K 0.08% 133
2024
Q3 		$435K Buy
5,900
+507
+9% +$35.6K 0.12% 106
2024
Q2 		$353K Sell
5,393
-32
-0.6% -$2.19K 0.12% 104
2024
Q1 		$380K Sell
5,425
-252
-4% -$18.4K 0.13% 103
2023
Q4 		$411K Sell
5,677
-156
-3% -$10.7K 0.17% 95
2023
Q3 		$405K Sell
5,833
-1,347
-19% -$97.1K 0.2% 89
2023
Q2 		$509K Buy
7,180
+332
+5% +$24.5K 0.26% 81
2023
Q1 		$477K Buy
6,848
+1,397
+26% +$92.5K 0.28% 80
2022
Q4 		$363K Sell
5,451
-278
-5% -$17.6K 0.26% 85
2022
Q3 		$314K Buy
5,729
+184
+3% +$11.4K 0.26% 95
2022
Q2 		$355K Buy
+5,545
New +$350K 0.35% 72

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

FSM Wealth Advisors's MDLZ Position: Q4 2025 in Review

FSM Wealth Advisors sold out of Mondelez International (MDLZ) in Q4 2025, closing a stake of 9,857 shares — an estimated $616K sold.

FSM Wealth Advisors first reported a position in MDLZ in Q2 2022 and held it in 14 quarters. The position peaked at $705K in Q2 2025. 1,859 funds tracked by Wall St. Rank hold MDLZ as of Q4 2025.

  • FSM Wealth Advisors reported no remaining Mondelez International position as of Q4 2025 after selling out during the quarter.
  • FSM Wealth Advisors sold 9,857 Mondelez International shares in Q4 2025, an estimated $616K.
  • FSM Wealth Advisors first reported a position in Mondelez International in Q2 2022 and held it in 14 quarters.
  • FSM Wealth Advisors's Mondelez International position peaked at $705K in Q2 2025.
  • 1,859 funds tracked by Wall St. Rank held Mondelez International as of Q4 2025.

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