RFA
MDLZ icon

Resurgent Financial Advisors’s Mondelez International MDLZ Stock Holding History

Resurgent Financial 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
Q1 		– Sell
-18,268
Closed -$1.09M – 187
2024
Q4 		$1.09M Sell
18,268
-2,724
-13% -$180K 0.64% 38
2024
Q3 		$1.55M Sell
20,992
-429
-2% -$30.2K 0.9% 26
2024
Q2 		$1.4M Sell
21,421
-4,665
-18% -$320K 0.87% 28
2024
Q1 		$1.83M Sell
26,086
-576
-2% -$42K 0.97% 25
2023
Q4 		$1.93M Buy
26,662
+586
+2% +$40.2K 1.19% 15
2023
Q3 		$1.81M Sell
26,076
-349
-1% -$25.1K 1.23% 15
2023
Q2 		$1.93M Sell
26,425
-666
-2% -$49.2K 1.27% 15
2023
Q1 		$1.89M Buy
27,091
+1,117
+4% +$74K 1.26% 14
2022
Q4 		$1.73M Buy
25,974
+1,175
+5% +$74.3K 0.91% 20
2022
Q3 		$1.36M Sell
24,799
-289
-1% -$18K 0.91% 27
2022
Q2 		$1.56M Buy
25,088
+7,889
+46% +$498K 1% 20
2022
Q1 		$1.08M Buy
17,199
+1,563
+10% +$102K 0.67% 34
2021
Q4 		$1.04M Buy
+15,636
New +$965K 0.83% 34

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Resurgent Financial Advisors's MDLZ Position: Q1 2025 in Review

Resurgent Financial Advisors sold out of Mondelez International (MDLZ) in Q1 2025, closing a stake of 18,268 shares — an estimated $1.09M sold.

Resurgent Financial Advisors first reported a position in MDLZ in Q4 2021 and held it in 13 quarters. The position peaked at $1.93M in Q4 2023. 2,002 funds tracked by Wall St. Rank hold MDLZ as of Q1 2025.

  • Resurgent Financial Advisors reported no remaining Mondelez International position as of Q1 2025 after selling out during the quarter.
  • Resurgent Financial Advisors sold 18,268 Mondelez International shares in Q1 2025, an estimated $1.09M.
  • Resurgent Financial Advisors first reported a position in Mondelez International in Q4 2021 and held it in 13 quarters.
  • Resurgent Financial Advisors's Mondelez International position peaked at $1.93M in Q4 2023.
  • 2,002 funds tracked by Wall St. Rank held Mondelez International as of Q1 2025.

Based on Resurgent Financial Advisors's 13F filing for Q1 2025, filed 5 May 2025.