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Regent Peak Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Regent Peak Wealth Advisors’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
-3,353
Closed -$209K – 203
2025
Q3 		$209K Buy
+3,353
New +$216K 0.04% 181
2025
Q1 		$236K Buy
3,474
+62
+2% +$3.82K 0.06% 148
2024
Q4 		$204K Sell
3,412
-294
-8% -$19.4K 0.05% 168
2024
Q3 		$273K Buy
3,706
+22
+0.6% +$1.55K 0.06% 127
2024
Q2 		$241K Buy
3,684
+13
+0.4% +$892 0.06% 141
2024
Q1 		$257K Buy
3,671
+59
+2% +$4.31K 0.07% 133
2023
Q4 		$262K Sell
3,612
-9
-0.2% -$617 0.07% 124
2023
Q3 		$251K Sell
3,621
-48
-1% -$3.46K 0.08% 125
2023
Q2 		$268K Sell
3,669
-37
-1% -$2.73K 0.08% 115
2023
Q1 		$258K Buy
3,706
+28
+0.8% +$1.85K 0.08% 121
2022
Q4 		$246K Buy
3,678
+3
+0.1% +$190 0.08% 131
2022
Q3 		$201K Sell
3,675
-27
-0.7% -$1.68K 0.07% 146
2022
Q2 		$229K Buy
3,702
+156
+4% +$9.86K 0.07% 137
2022
Q1 		$223K Buy
3,546
+11
+0.3% +$716 0.06% 148
2021
Q4 		$234K Buy
3,535
+99
+3% +$6.11K 0.06% 153
2021
Q3 		$200K Buy
3,436
+46
+1% +$2.86K 0.06% 166
2021
Q2 		$214K Buy
+3,390
New +$209K 0.06% 158
2021
Q1 		– Sell
-3,218
Closed -$188K – 636
2020
Q4 		$188K Buy
+3,218
New +$184K 0.06% 145

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

Regent Peak Wealth Advisors's MDLZ Position: Q4 2025 in Review

Regent Peak Wealth Advisors sold out of Mondelez International (MDLZ) in Q4 2025, closing a stake of 3,353 shares — an estimated $209K sold.

Regent Peak Wealth Advisors first reported a position in MDLZ in Q4 2020 and held it in 18 quarters. The position peaked at $273K in Q3 2024. 1,859 funds tracked by Wall St. Rank hold MDLZ as of Q4 2025.

  • Regent Peak Wealth Advisors reported no remaining Mondelez International position as of Q4 2025 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 3,353 Mondelez International shares in Q4 2025, an estimated $209K.
  • Regent Peak Wealth Advisors first reported a position in Mondelez International in Q4 2020 and held it in 18 quarters.
  • Regent Peak Wealth Advisors's Mondelez International position peaked at $273K in Q3 2024.
  • 1,859 funds tracked by Wall St. Rank held Mondelez International as of Q4 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.