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Heck Capital Advisors’s Mondelez International MDLZ Stock Holding History

Heck Capital 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
Q1 		– Sell
-87
Closed -$5.2K – 567
2024
Q4 		$5.2K Buy
+87
New +$5.75K ﹤0.01% 578

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

Heck Capital Advisors's MDLZ Position: Q1 2025 in Review

Heck Capital Advisors sold out of Mondelez International (MDLZ) in Q1 2025, closing a stake of 87 shares — an estimated $5.2K sold.

Heck Capital Advisors first reported a position in MDLZ in Q4 2024 and held it in 1 quarter. The position peaked at $5.2K in Q4 2024. 2,001 funds tracked by Wall St. Rank hold MDLZ as of Q1 2025.

  • Heck Capital Advisors reported no remaining Mondelez International position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 87 Mondelez International shares in Q1 2025, an estimated $5.2K.
  • Heck Capital Advisors first reported a position in Mondelez International in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Mondelez International position peaked at $5.2K in Q4 2024.
  • 2,001 funds tracked by Wall St. Rank held Mondelez International as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.