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MFC
Morris Financial Concepts’s
Mondelez International
MDLZ
Stock Holding History
Morris Financial Concepts’s Portfolio
MDLZ Stock Details
MDLZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$285K
Sell
4,947
-514
-9%
-$29.8K
0.1%
106
2025
Q4
$294K
Sell
5,461
-149
-3%
-$8.58K
0.1%
105
2025
Q3
$350K
Sell
5,610
-41
-0.7%
-$2.64K
0.13%
92
2025
Q2
$381K
Sell
5,651
-267
-5%
-$17.8K
0.15%
81
2025
Q1
$402K
Buy
5,918
+216
+4%
+$13.3K
0.17%
82
2024
Q4
$341K
Sell
5,702
-445
-7%
-$29.4K
0.15%
84
2024
Q3
$453K
Sell
6,147
-377
-6%
-$26.5K
0.19%
69
2024
Q2
$427K
Sell
6,524
-895
-12%
-$61.4K
0.2%
67
2024
Q1
$519K
Sell
7,419
-231
-3%
-$16.9K
0.27%
55
2023
Q4
$554K
Buy
7,650
+42
+0.6%
+$2.88K
0.32%
43
2023
Q3
$528K
Sell
7,608
-582
-7%
-$41.9K
0.35%
39
2023
Q2
$597K
Sell
8,190
-137
-2%
-$10.1K
0.39%
40
2023
Q1
$581K
Buy
8,327
+238
+3%
+$15.8K
0.41%
38
2022
Q4
$539K
Buy
8,089
+655
+9%
+$41.4K
0.44%
42
2022
Q3
$408K
Sell
7,434
-448
-6%
-$27.8K
0.42%
37
2022
Q2
$489K
Buy
7,882
+333
+4%
+$21K
0.46%
36
2022
Q1
$474K
Sell
7,549
-411
-5%
-$26.8K
0.4%
39
2021
Q4
$528K
Buy
+7,960
New
+$491K
0.44%
35
Other funds holding MDLZ
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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