Heartwood Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Heartwood 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	-1,251	Closed	-$78.2K	–	444
2025 Q3	$78.2K	Buy	+1,251	New	+$80.7K	0.01%	278
2024 Q4	–	Sell	-2,771	Closed	-$204K	–	178
2024 Q3	$204K	Buy	+2,771	New	+$195K	0.02%	174
2024 Q1	–	Sell	-2,771	Closed	-$201K	–	160
2023 Q4	$201K	Buy	+2,771	New	+$190K	0.03%	146
2023 Q3	–	Sell	-2,771	Closed	-$202K	–	139
2023 Q2	$202K	Sell	2,771 -410	-13%	-$30.3K	0.03%	137
2023 Q1	$222K	Hold	3,181	–	–	0.03%	120
2022 Q4	$212K	Buy	+3,181	New	+$201K	0.03%	119

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of Mondelez International (MDLZ) in Q4 2025, closing a stake of 1,251 shares — an estimated $78.2K sold.

Heartwood Wealth Advisors first reported a position in MDLZ in Q4 2022 and held it in 6 quarters. The position peaked at $222K in Q1 2023. 1,859 funds tracked by Wall St. Rank hold MDLZ as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Mondelez International position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 1,251 Mondelez International shares in Q4 2025, an estimated $78.2K.
Heartwood Wealth Advisors first reported a position in Mondelez International in Q4 2022 and held it in 6 quarters.
Heartwood Wealth Advisors's Mondelez International position peaked at $222K in Q1 2023.
1,859 funds tracked by Wall St. Rank held Mondelez International as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.