GoalVest Advisory’s Mondelez International MDLZ Stock Holding History

GoalVest Advisory’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	–	Sell	-8	Closed	-$543	–	470
2025 Q1	$543	Sell	8 -17	-68%	-$1.05K	﹤0.01%	361
2024 Q4	$1.49K	Buy	+25	New	+$1.65K	﹤0.01%	348
2022 Q3	–	Sell	-615	Closed	-$38K	–	287
2022 Q2	$38K	Buy	615 +608	+8,686%	+$38.4K	0.02%	179
2022 Q1	$0	Buy	+7	New	+$456	﹤0.01%	456

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GoalVest Advisory's MDLZ Position: Q2 2025 in Review

GoalVest Advisory sold out of Mondelez International (MDLZ) in Q2 2025, closing a stake of 8 shares — an estimated $543 sold.

GoalVest Advisory first reported a position in MDLZ in Q1 2022 and held it in 4 quarters. The position peaked at $38K in Q2 2022. 1,990 funds tracked by Wall St. Rank hold MDLZ as of Q2 2025.

GoalVest Advisory reported no remaining Mondelez International position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 8 Mondelez International shares in Q2 2025, an estimated $543.
GoalVest Advisory first reported a position in Mondelez International in Q1 2022 and held it in 4 quarters.
GoalVest Advisory's Mondelez International position peaked at $38K in Q2 2022.
1,990 funds tracked by Wall St. Rank held Mondelez International as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.