KWM
MDLZ icon

KFG Wealth Management’s Mondelez International MDLZ Stock Holding History

KFG Wealth 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
Q3 		– Sell
-3,389
Closed -$229K – 208
2025
Q2 		$229K Buy
3,389
+276
+9% +$18.4K 0.04% 185
2025
Q1 		$211K Buy
+3,113
New +$192K 0.04% 178
2024
Q4 		– Sell
-3,210
Closed -$236K – 188
2024
Q3 		$236K Sell
3,210
-525
-14% -$36.9K 0.05% 166
2024
Q2 		$244K Buy
3,735
+461
+14% +$31.6K 0.1% 141
2024
Q1 		$229K Buy
3,274
+296
+10% +$21.6K 0.09% 142
2023
Q4 		$216K Sell
2,978
-32
-1% -$2.19K 0.1% 126
2023
Q3 		$209K Buy
+3,010
New +$217K 0.11% 122

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return