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Rockline Wealth Management’s Mondelez International MDLZ Stock Holding History

Rockline Wealth Management’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
-3,649
Closed -$228K – 108
2025
Q3 		$228K Hold
3,649
– – 0.05% 92
2025
Q2 		$246K Hold
3,649
– – 0.06% 88
2025
Q1 		$248K Hold
3,649
– – 0.07% 87
2024
Q4 		$218K Buy
3,649
+300
+9% +$19.8K 0.06% 95
2024
Q3 		$247K Hold
3,349
– – 0.07% 91
2024
Q2 		$219K Buy
+3,349
New +$230K 0.07% 95

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

Rockline Wealth Management's MDLZ Position: Q4 2025 in Review

Rockline Wealth Management sold out of Mondelez International (MDLZ) in Q4 2025, closing a stake of 3,649 shares — an estimated $228K sold.

Rockline Wealth Management first reported a position in MDLZ in Q2 2024 and held it in 6 quarters. The position peaked at $248K in Q1 2025. 1,859 funds tracked by Wall St. Rank hold MDLZ as of Q4 2025.

  • Rockline Wealth Management reported no remaining Mondelez International position as of Q4 2025 after selling out during the quarter.
  • Rockline Wealth Management sold 3,649 Mondelez International shares in Q4 2025, an estimated $228K.
  • Rockline Wealth Management first reported a position in Mondelez International in Q2 2024 and held it in 6 quarters.
  • Rockline Wealth Management's Mondelez International position peaked at $248K in Q1 2025.
  • 1,859 funds tracked by Wall St. Rank held Mondelez International as of Q4 2025.

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