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Kestra Investment Management’s Mondelez International MDLZ Stock Holding History

Kestra Investment Management’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
-1,418
Closed -$96.2K – 880
2025
Q1 		$96.2K Buy
1,418
+1,375
+3,198% +$84.7K ﹤0.01% 428
2024
Q4 		$2.55K Sell
43
-3,012
-99% -$199K ﹤0.01% 1002
2024
Q3 		$225K Buy
+3,055
New +$215K 0.01% 308

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 $3.38T AUM 44.17% 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

Kestra Investment Management's MDLZ Position: Q2 2025 in Review

Kestra Investment Management sold out of Mondelez International (MDLZ) in Q2 2025, closing a stake of 1,418 shares — an estimated $96.2K sold.

Kestra Investment Management first reported a position in MDLZ in Q3 2024 and held it in 3 quarters. The position peaked at $225K in Q3 2024. 1,990 funds tracked by Wall St. Rank hold MDLZ as of Q2 2025.

  • Kestra Investment Management reported no remaining Mondelez International position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 1,418 Mondelez International shares in Q2 2025, an estimated $96.2K.
  • Kestra Investment Management first reported a position in Mondelez International in Q3 2024 and held it in 3 quarters.
  • Kestra Investment Management's Mondelez International position peaked at $225K in Q3 2024.
  • 1,990 funds tracked by Wall St. Rank held Mondelez International as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.