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Lakeridge Wealth Management’s Mondelez International MDLZ Stock Holding History

Lakeridge 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
Q4 		– Sell
-3,385
Closed -$211K – 162
2025
Q3 		$211K Sell
3,385
-20
-0.6% -$1.29K 0.09% 144
2025
Q2 		$230K Buy
3,405
+185
+6% +$12.3K 0.11% 137
2025
Q1 		$219K Buy
+3,220
New +$198K 0.11% 145
2024
Q4 		– Sell
-3,216
Closed -$237K – 156
2024
Q3 		$237K Sell
3,216
-85
-3% -$5.97K 0.13% 133
2024
Q2 		$216K Buy
3,301
+168
+5% +$11.5K 0.13% 135
2024
Q1 		$219K Buy
3,133
+1
+0% +$73 0.14% 124
2023
Q4 		$227K Buy
+3,132
New +$215K 0.16% 112

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Lakeridge Wealth Management's MDLZ Position: Q4 2025 in Review

Lakeridge Wealth Management sold out of Mondelez International (MDLZ) in Q4 2025, closing a stake of 3,385 shares — an estimated $211K sold.

Lakeridge Wealth Management first reported a position in MDLZ in Q4 2023 and held it in 7 quarters. The position peaked at $237K in Q3 2024. 1,859 funds tracked by Wall St. Rank hold MDLZ as of Q4 2025.

  • Lakeridge Wealth Management reported no remaining Mondelez International position as of Q4 2025 after selling out during the quarter.
  • Lakeridge Wealth Management sold 3,385 Mondelez International shares in Q4 2025, an estimated $211K.
  • Lakeridge Wealth Management first reported a position in Mondelez International in Q4 2023 and held it in 7 quarters.
  • Lakeridge Wealth Management's Mondelez International position peaked at $237K in Q3 2024.
  • 1,859 funds tracked by Wall St. Rank held Mondelez International as of Q4 2025.

Based on Lakeridge Wealth Management's 13F filing for Q4 2025, filed 7 Jan 2026.