Ridgecrest Wealth Partners’s Mondelez International MDLZ Stock Holding History

Ridgecrest Wealth Partners’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
2026 Q1	–	Sell	-3,840	Closed	-$207K	–	104
2025 Q4	$207K	Sell	3,840 -577	-13%	-$33.2K	0.11%	98
2025 Q3	$276K	Hold	4,417	–	–	0.12%	92
2025 Q2	$298K	Hold	4,417	–	–	0.16%	80
2025 Q1	$300K	Sell	4,417 -1,591	-26%	-$98.1K	0.16%	82
2024 Q4	$359K	Sell	6,008 -1,200	-17%	-$79.4K	0.19%	69
2024 Q3	$531K	Buy	7,208 +650	+10%	+$45.7K	0.28%	61
2024 Q2	$429K	Buy	6,558 +2,559	+64%	+$176K	0.26%	65
2024 Q1	$280K	Hold	3,999	–	–	0.17%	85
2023 Q4	$290K	Hold	3,999	–	–	0.19%	77
2023 Q3	$278K	Hold	3,999	–	–	0.19%	77
2023 Q2	$292K	Hold	3,999	–	–	0.19%	76
2023 Q1	$279K	Hold	3,999	–	–	0.2%	78
2022 Q4	$267K	Hold	3,999	–	–	0.2%	76
2022 Q3	$219K	Hold	3,999	–	–	0.18%	84
2022 Q2	$248K	Hold	3,999	–	–	0.18%	86
2022 Q1	$251K	Hold	3,999	–	–	0.16%	95
2021 Q4	$265K	Hold	3,999	–	–	0.13%	106
2021 Q3	$233K	Buy	3,999 +800	+25%	+$49.8K	0.13%	103
2021 Q2	$200K	Buy	+3,199	New	+$197K	0.12%	104

Other funds holding MDLZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ridgecrest Wealth Partners's MDLZ Position: Q1 2026 in Review

Ridgecrest Wealth Partners sold out of Mondelez International (MDLZ) in Q1 2026, closing a stake of 3,840 shares — an estimated $207K sold.

Ridgecrest Wealth Partners first reported a position in MDLZ in Q2 2021 and held it in 19 quarters. The position peaked at $531K in Q3 2024. 1,910 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Ridgecrest Wealth Partners reported no remaining Mondelez International position as of Q1 2026 after selling out during the quarter.
Ridgecrest Wealth Partners sold 3,840 Mondelez International shares in Q1 2026, an estimated $207K.
Ridgecrest Wealth Partners first reported a position in Mondelez International in Q2 2021 and held it in 19 quarters.
Ridgecrest Wealth Partners's Mondelez International position peaked at $531K in Q3 2024.
1,910 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.