RMR Wealth Builders
MDLZ icon

RMR Wealth Builders’s Mondelez International MDLZ Stock Holding History

RMR Wealth Builders’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
Q3 		$239K Buy
4,131
+463
+13% +$28.5K 0.01% 278
2026
Q2 		$212K Buy
+3,668
New +$221K 0.01% 297
2025
Q4 		– Sell
-3,809
Closed -$238K – 287
2025
Q3 		$238K Sell
3,809
-1,270
-25% -$81.9K 0.02% 253
2025
Q2 		$343K Buy
5,079
+176
+4% +$11.7K 0.03% 207
2025
Q1 		$333K Buy
4,903
+1,030
+27% +$63.5K 0.04% 190
2024
Q4 		$231K Buy
3,873
+1
+0% +$66 0.02% 236
2024
Q3 		$285K Sell
3,872
-582
-13% -$40.9K 0.03% 214
2024
Q2 		$291K Sell
4,454
-198
-4% -$13.6K 0.03% 206
2024
Q1 		$326K Buy
4,652
+170
+4% +$12.4K 0.04% 203
2023
Q4 		$325K Sell
4,482
-1,167
-21% -$80K 0.05% 186
2023
Q3 		$392K Buy
5,649
+1,676
+42% +$121K 0.06% 158
2023
Q2 		$290K Sell
3,973
-558
-12% -$41.2K 0.05% 168
2023
Q1 		$316K Hold
4,531
– – 0.06% 163
2022
Q4 		$302K Buy
4,531
+359
+9% +$22.7K 0.07% 137
2022
Q3 		$230K Buy
4,172
+561
+16% +$34.8K 0.06% 165
2022
Q2 		$225K Buy
+3,611
New +$228K 0.06% 171
2021
Q4 		– Sell
-4,388
Closed -$255K – 172
2021
Q3 		$255K Sell
4,388
-674
-13% -$41.9K 0.07% 158
2021
Q2 		$318K Sell
5,062
-2,085
-29% -$128K 0.1% 132
2021
Q1 		$418K Buy
7,147
+2,599
+57% +$147K 0.11% 111
2020
Q4 		$266K Sell
4,548
-3,716
-45% -$212K 0.13% 121
2020
Q3 		$475K Buy
8,264
+2,935
+55% +$163K 0.12% 122
2020
Q2 		$272K Buy
+5,329
New +$274K 0.24% 92
2019
Q4 		$281K Buy
+5,110
New +$273K 0.27% 80

Other funds holding MDLZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

RMR Wealth Builders's MDLZ Position: Q3 2026 in Review

RMR Wealth Builders increased its Mondelez International (MDLZ) stake by 13% in Q3 2026, buying an estimated $28.5K and bringing the position to 4,131 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #278.

RMR Wealth Builders first reported a position in MDLZ in Q4 2019 and has held it in 23 quarters since. The position peaked at $475K in Q3 2020. 1,655 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • RMR Wealth Builders held 4,131 shares of Mondelez International worth $239K as of Q3 2026.
  • RMR Wealth Builders bought 463 Mondelez International shares in Q3 2026, an estimated $28.5K.
  • Mondelez International made up 0.01% of RMR Wealth Builders's portfolio in Q3 2026, its #278 holding.
  • RMR Wealth Builders first reported a position in Mondelez International in Q4 2019 and has held it in 23 quarters since.
  • RMR Wealth Builders's Mondelez International position peaked at $475K in Q3 2020.
  • 1,655 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.