Root Financial Partners
MDLZ icon

Root Financial Partners’s Mondelez International MDLZ Stock Holding History

Root Financial 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
Q3 		$200K Buy
+3,465
New +$213K 0.01% 445
2026
Q2 		– Sell
-2,967
Closed -$171K – 2040
2026
Q1 		$171K Sell
2,967
-242
-8% -$14K 0.01% 371
2025
Q4 		$173K Sell
3,209
-19
-0.6% -$1.09K 0.01% 328
2025
Q3 		$202K Buy
+3,228
New +$208K 0.01% 276

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

Root Financial Partners's MDLZ Position: Q3 2026 in Review

Root Financial Partners opened a new position in Mondelez International (MDLZ) in Q3 2026: 3,465 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #445 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MDLZ as recently as Q1 2026.

Root Financial Partners first reported a position in MDLZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $202K in Q3 2025. 1,655 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

  • Root Financial Partners held 3,465 shares of Mondelez International worth $200K as of Q3 2026.
  • Mondelez International was a new Root Financial Partners position in Q3 2026.
  • Mondelez International made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #445 holding.
  • Root Financial Partners first reported a position in Mondelez International in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Mondelez International position peaked at $202K in Q3 2025.
  • 1,655 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.