OPWM
MDLZ icon

Oregon Pacific Wealth Management’s Mondelez International MDLZ Stock Holding History

Oregon Pacific 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
-6,293
Closed -$393K – 137
2025
Q3 		$393K Hold
6,293
– – 0.34% 71
2025
Q2 		$424K Hold
6,293
– – 0.4% 66
2025
Q1 		$427K Hold
6,293
– – 0.43% 64
2024
Q4 		$376K Buy
+6,293
New +$416K 0.37% 75

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

Oregon Pacific Wealth Management's MDLZ Position: Q4 2025 in Review

Oregon Pacific Wealth Management sold out of Mondelez International (MDLZ) in Q4 2025, closing a stake of 6,293 shares — an estimated $393K sold.

Oregon Pacific Wealth Management first reported a position in MDLZ in Q4 2024 and held it in 4 quarters. The position peaked at $427K in Q1 2025. 1,859 funds tracked by Wall St. Rank hold MDLZ as of Q4 2025.

  • Oregon Pacific Wealth Management reported no remaining Mondelez International position as of Q4 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 6,293 Mondelez International shares in Q4 2025, an estimated $393K.
  • Oregon Pacific Wealth Management first reported a position in Mondelez International in Q4 2024 and held it in 4 quarters.
  • Oregon Pacific Wealth Management's Mondelez International position peaked at $427K in Q1 2025.
  • 1,859 funds tracked by Wall St. Rank held Mondelez International as of Q4 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.