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Principia Wealth Advisory’s Mondelez International MDLZ Stock Holding History

Principia Wealth Advisory’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 		$2.37K Sell
44
-23
-34% -$1.32K ﹤0.01% 420
2025
Q3 		$4.18K Hold
67
– – ﹤0.01% 298
2025
Q2 		$4.52K Buy
67
+33
+97% +$2.2K ﹤0.01% 247
2025
Q1 		$2.25K Hold
34
– – ﹤0.01% 272
2024
Q4 		$2.03K Buy
+34
New +$2.25K ﹤0.01% 244

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

Principia Wealth Advisory's MDLZ Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Mondelez International (MDLZ) stake by 34% in Q4 2025, selling an estimated $1.32K and leaving 44 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Principia Wealth Advisory first reported a position in MDLZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.52K in Q2 2025. 1,859 funds tracked by Wall St. Rank hold MDLZ as of Q4 2025.

  • Principia Wealth Advisory held 44 shares of Mondelez International worth $2.37K as of Q4 2025.
  • Principia Wealth Advisory sold 23 Mondelez International shares in Q4 2025, an estimated $1.32K.
  • Mondelez International made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #420 holding.
  • Principia Wealth Advisory first reported a position in Mondelez International in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Mondelez International position peaked at $4.52K in Q2 2025.
  • 1,859 funds tracked by Wall St. Rank held Mondelez International as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.