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Holistic Financial Partners’s Mondelez International MDLZ Stock Holding History

Holistic Financial Partners’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
-2,993
Closed -$203K – 133
2025
Q1 		$203K Buy
+2,993
New +$184K 0.1% 112
2024
Q4 		– Sell
-4,099
Closed -$302K – 129
2024
Q3 		$302K Sell
4,099
-108
-3% -$7.59K 0.15% 83
2024
Q2 		$275K Sell
4,207
-1,795
-30% -$123K 0.14% 88
2024
Q1 		$420K Sell
6,002
-222
-4% -$16.2K 0.21% 61
2023
Q4 		$451K Buy
6,224
+1,015
+19% +$69.6K 0.27% 49
2023
Q3 		$362K Buy
5,209
+75
+1% +$5.4K 0.24% 55
2023
Q2 		$374K Sell
5,134
-1,834
-26% -$135K 0.26% 52
2023
Q1 		$486K Sell
6,968
-412
-6% -$27.3K 0.38% 41
2022
Q4 		$492K Buy
7,380
+84
+1% +$5.31K 0.44% 37
2022
Q3 		$400K Buy
7,296
+645
+10% +$40.1K 0.4% 40
2022
Q2 		$413K Buy
6,651
+1,021
+18% +$64.5K 0.39% 41
2022
Q1 		$353K Buy
5,630
+226
+4% +$14.7K 0.22% 63
2021
Q4 		$358K Sell
5,404
-58
-1% -$3.58K 0.21% 69
2021
Q3 		$318K Sell
5,462
-18
-0.3% -$1.12K 0.2% 76
2021
Q2 		$342K Sell
5,480
-8
-0.1% -$493 0.2% 71
2021
Q1 		$321K Buy
+5,488
New +$310K 0.21% 71
2018
Q2 		– Sell
-701
Closed -$29K – 231
2018
Q1 		$29K Sell
701
-68
-9% -$2.95K 0.02% 252
2017
Q4 		$33K Buy
+769
New +$32.3K 0.03% 244

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Holistic Financial Partners's MDLZ Position: Q2 2025 in Review

Holistic Financial Partners sold out of Mondelez International (MDLZ) in Q2 2025, closing a stake of 2,993 shares — an estimated $203K sold.

Holistic Financial Partners first reported a position in MDLZ in Q4 2017 and held it in 18 quarters. The position peaked at $492K in Q4 2022. 1,989 funds tracked by Wall St. Rank hold MDLZ as of Q2 2025.

  • Holistic Financial Partners reported no remaining Mondelez International position as of Q2 2025 after selling out during the quarter.
  • Holistic Financial Partners sold 2,993 Mondelez International shares in Q2 2025, an estimated $203K.
  • Holistic Financial Partners first reported a position in Mondelez International in Q4 2017 and held it in 18 quarters.
  • Holistic Financial Partners's Mondelez International position peaked at $492K in Q4 2022.
  • 1,989 funds tracked by Wall St. Rank held Mondelez International as of Q2 2025.

Based on Holistic Financial Partners's 13F filing for Q2 2025, filed 5 Aug 2025.