Optimum Investment Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.5K | Hold |
200
| – | – | 0.01% | 490 |
|
|
2025
Q2 | $13.5K | Sell |
200
-17
| -8% | -$1.13K | 0.01% | 484 |
|
|
2025
Q1 | $14.7K | Buy |
217
+17
| +9% | +$1.05K | 0.01% | 478 |
|
|
2024
Q4 | $11.9K | Hold |
200
| – | – | 0.01% | 491 |
|
|
2024
Q3 | $14.7K | Hold |
200
| – | – | 0.01% | 488 |
|
|
2024
Q2 | $13.1K | Hold |
200
| – | – | 0.01% | 497 |
|
|
2024
Q1 | $14K | Hold |
200
| – | – | 0.01% | 491 |
|
|
2023
Q4 | $14.5K | Sell |
200
-752
| -79% | -$51.5K | 0.01% | 479 |
|
|
2023
Q3 | $66.1K | Buy |
952
+2
| +0.2% | +$144 | 0.03% | 330 |
|
|
2023
Q2 | $69.3K | Hold |
950
| – | – | 0.03% | 332 |
|
|
2023
Q1 | $66.2K | Hold |
950
| – | – | 0.03% | 330 |
|
|
2022
Q4 | $63.3K | Hold |
950
| – | – | 0.03% | 344 |
|
|
2022
Q3 | $52K | Hold |
950
| – | – | 0.03% | 370 |
|
|
2022
Q2 | $59K | Hold |
950
| – | – | 0.03% | 369 |
|
|
2022
Q1 | $60K | Hold |
950
| – | – | 0.03% | 398 |
|
|
2021
Q4 | $63K | Hold |
950
| – | – | 0.02% | 417 |
|
|
2021
Q3 | $55K | Hold |
950
| – | – | 0.02% | 436 |
|
|
2021
Q2 | $59K | Hold |
950
| – | – | 0.02% | 471 |
|
|
2021
Q1 | $56K | Hold |
950
| – | – | 0.02% | 476 |
|
|
2020
Q4 | $56K | Sell |
950
-1,000
| -51% | -$57.2K | 0.02% | 458 |
|
|
2020
Q3 | $112K | Hold |
1,950
| – | – | 0.04% | 317 |
|
|
2020
Q2 | $100K | Hold |
1,950
| – | – | 0.03% | 325 |
|
|
2020
Q1 | $98K | Sell |
1,950
-230
| -11% | -$12.5K | 0.04% | 309 |
|
|
2019
Q4 | $120K | Hold |
2,180
| – | – | 0.04% | 363 |
|
|
2019
Q3 | $121K | Buy |
2,180
+80
| +4% | +$4.38K | 0.04% | 343 |
|
|
2019
Q2 | $113K | Hold |
2,100
| – | – | 0.04% | 354 |
|
|
2019
Q1 | $105K | Hold |
2,100
| – | – | 0.03% | 371 |
|
|
2018
Q4 | $84K | Hold |
2,100
| – | – | 0.03% | 380 |
|
|
2018
Q3 | $90K | Hold |
2,100
| – | – | 0.02% | 418 |
|
|
2018
Q2 | $86K | Hold |
2,100
| – | – | 0.02% | 419 |
|
|
2018
Q1 | $88K | Buy |
+2,100
| New | +$91.2K | 0.03% | 428 |
|
|
2015
Q1 | $51K | Buy |
1,426
+200
| +16% | +$7.23K | 0.02% | 508 |
|
|
2014
Q4 | $45K | Hold |
1,226
| – | – | 0.01% | 538 |
|
|
2014
Q3 | $45K | Hold |
1,226
| – | – | 0.01% | 501 |
|
|
2014
Q2 | $46K | Buy |
1,226
+950
| +344% | +$34.7K | 0.01% | 499 |
|
|
2014
Q1 | $10K | Hold |
276
| – | – | ﹤0.01% | 598 |
|
|
2013
Q4 | $10K | Hold |
276
| – | – | ﹤0.01% | 613 |
|
|
2013
Q3 | $9K | Buy |
+276
| New | +$8.56K | ﹤0.01% | 590 |
|
Other funds holding MDLZ
Optimum Investment Advisors's MDLZ Position: Q3 2025 in Review
Optimum Investment Advisors held its Mondelez International (MDLZ) position steady in Q3 2025 at 200 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #490.
Optimum Investment Advisors first reported a position in MDLZ in Q3 2013 and has held it in 38 quarters since. The position peaked at $121K in Q3 2019. 1,930 funds tracked by Wall St. Rank hold MDLZ as of Q3 2025.
- Optimum Investment Advisors held 200 shares of Mondelez International worth $12.5K as of Q3 2025.
- Optimum Investment Advisors left its Mondelez International share count unchanged in Q3 2025.
- Mondelez International made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #490 holding.
- Optimum Investment Advisors first reported a position in Mondelez International in Q3 2013 and has held it in 38 quarters since.
- Optimum Investment Advisors's Mondelez International position peaked at $121K in Q3 2019.
- 1,930 funds tracked by Wall St. Rank held Mondelez International as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.