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Marcum Wealth’s Mondelez International MDLZ Stock Holding History

Marcum Wealth’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 		$425K Buy
6,258
+1,921
+44% +$118K 0.04% 214
2024
Q4 		$259K Sell
4,337
-2,249
-34% -$149K 0.02% 310
2024
Q3 		$485K Sell
6,586
-219
-3% -$15.4K 0.05% 204
2024
Q2 		$445K Sell
6,805
-1,545
-19% -$106K 0.04% 215
2024
Q1 		$584K Sell
8,350
-435
-5% -$31.8K 0.06% 169
2023
Q4 		$636K Buy
8,785
+866
+11% +$59.3K 0.07% 145
2023
Q3 		$550K Buy
7,919
+404
+5% +$29.1K 0.07% 154
2023
Q2 		$548K Sell
7,515
-1,070
-12% -$79K 0.06% 162
2023
Q1 		$599K Sell
8,585
-999
-10% -$66.2K 0.07% 151
2022
Q4 		$639K Sell
9,584
-599
-6% -$37.9K 0.08% 138
2022
Q3 		$558K Sell
10,183
-148
-1% -$9.19K 0.08% 145
2022
Q2 		$641K Sell
10,331
-21
-0.2% -$1.33K 0.1% 131
2022
Q1 		$650K Buy
10,352
+462
+5% +$30.1K 0.09% 132
2021
Q4 		$656K Sell
9,890
-248
-2% -$15.3K 0.09% 142
2021
Q3 		$590K Sell
10,138
-614
-6% -$38.2K 0.09% 137
2021
Q2 		$671K Sell
10,752
-678
-6% -$41.8K 0.11% 128
2021
Q1 		$669K Buy
11,430
+7,212
+171% +$407K 0.11% 129
2020
Q4 		$247K Buy
+4,218
New +$241K 0.06% 115

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Marcum Wealth's MDLZ Position: Q1 2025 in Review

Marcum Wealth increased its Mondelez International (MDLZ) stake by 44% in Q1 2025, buying an estimated $118K and bringing the position to 6,258 shares worth $425K. The position accounts for 0.04% of the portfolio, ranked #214.

Marcum Wealth first reported a position in MDLZ in Q4 2020 and has held it in 18 quarters since. The position peaked at $671K in Q2 2021. 1,998 funds tracked by Wall St. Rank hold MDLZ as of Q1 2025.

  • Marcum Wealth held 6,258 shares of Mondelez International worth $425K as of Q1 2025.
  • Marcum Wealth bought 1,921 Mondelez International shares in Q1 2025, an estimated $118K.
  • Mondelez International made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #214 holding.
  • Marcum Wealth first reported a position in Mondelez International in Q4 2020 and has held it in 18 quarters since.
  • Marcum Wealth's Mondelez International position peaked at $671K in Q2 2021.
  • 1,998 funds tracked by Wall St. Rank held Mondelez International as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.