PWM
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PBMares Wealth Management’s Mondelez International MDLZ Stock Holding History

PBMares 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
Q3 		$709K Sell
11,356
-483
-4% -$31.2K 0.12% 90
2025
Q2 		$798K Sell
11,839
-20
-0.2% -$1.33K 0.15% 81
2025
Q1 		$805K Buy
11,859
+5,492
+86% +$338K 0.16% 79
2024
Q4 		$380K Sell
6,367
-368
-5% -$24.3K 0.08% 132
2024
Q3 		$496K Sell
6,735
-398
-6% -$28K 0.1% 109
2024
Q2 		$467K Sell
7,133
-1,376
-16% -$94.4K 0.11% 107
2024
Q1 		$596K Sell
8,509
-833
-9% -$60.8K 0.16% 92
2023
Q4 		$677K Sell
9,342
-1,024
-10% -$70.2K 0.2% 76
2023
Q3 		$719K Buy
10,366
+128
+1% +$9.22K 0.26% 71
2023
Q2 		$747K Hold
10,238
– – 0.27% 70
2023
Q1 		$714K Buy
10,238
+793
+8% +$52.5K 0.27% 74
2022
Q4 		$629K Buy
9,445
+132
+1% +$8.35K 0.25% 70
2022
Q3 		$511K Sell
9,313
-5
-0.1% -$311 0.22% 86
2022
Q2 		$579K Sell
9,318
-2,196
-19% -$139K 0.25% 77
2022
Q1 		$723K Sell
11,514
-1,059
-8% -$68.9K 0.45% 60
2021
Q4 		$834K Sell
12,573
-78
-0.6% -$4.81K 0.35% 59
2021
Q3 		$736K Sell
12,651
-516
-4% -$32.1K 0.35% 65
2021
Q2 		$822K Sell
13,167
-934
-7% -$57.5K 0.45% 60
2021
Q1 		$825K Buy
14,101
+5,282
+60% +$298K 0.67% 51
2020
Q4 		$516K Buy
8,819
+5,188
+143% +$297K 0.59% 65
2020
Q3 		$209K Buy
+3,631
New +$202K 0.31% 100

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PBMares Wealth Management's MDLZ Position: Q3 2025 in Review

PBMares Wealth Management reduced its Mondelez International (MDLZ) stake by 4.1% in Q3 2025, selling an estimated $31.2K and leaving 11,356 shares worth $709K. The position accounts for 0.12% of the portfolio, ranked #90.

PBMares Wealth Management first reported a position in MDLZ in Q3 2020 and has held it in 21 quarters since. The position peaked at $834K in Q4 2021. 1,933 funds tracked by Wall St. Rank hold MDLZ as of Q3 2025.

  • PBMares Wealth Management held 11,356 shares of Mondelez International worth $709K as of Q3 2025.
  • PBMares Wealth Management sold 483 Mondelez International shares in Q3 2025, an estimated $31.2K.
  • Mondelez International made up 0.12% of PBMares Wealth Management's portfolio in Q3 2025, its #90 holding.
  • PBMares Wealth Management first reported a position in Mondelez International in Q3 2020 and has held it in 21 quarters since.
  • PBMares Wealth Management's Mondelez International position peaked at $834K in Q4 2021.
  • 1,933 funds tracked by Wall St. Rank held Mondelez International as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.