SageView Advisory Group’s Mondelez International MDLZ Stock Holding History

SageView Advisory Group’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	$561K	Sell	10,414 -3,926	-27%	-$226K	0.02%	343
2025 Q3	$896K	Sell	14,340 -80	-0.6%	-$5.16K	0.03%	280
2025 Q2	$1M	Buy	14,420 +8,772	+155%	+$585K	0.04%	242
2025 Q1	$383K	Buy	5,648 +297	+6%	+$18.3K	0.02%	402
2024 Q4	$320K	Buy	5,351 +1,267	+31%	+$83.8K	0.01%	444
2024 Q3	$301K	Sell	4,084 -6,598	-62%	-$464K	0.02%	395
2024 Q2	$699K	Sell	10,682 -706	-6%	-$48.4K	0.03%	278
2024 Q1	$21.1K	Sell	11,388 -500	-4%	-$36.5K	﹤0.01%	520
2023 Q4	$907K	Buy	+11,888	New	+$815K	0.04%	276

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SageView Advisory Group's MDLZ Position: Q4 2025 in Review

SageView Advisory Group reduced its Mondelez International (MDLZ) stake by 27% in Q4 2025, selling an estimated $226K and leaving 10,414 shares worth $561K. The position accounts for 0.02% of the portfolio, ranked #343.

SageView Advisory Group first reported a position in MDLZ in Q4 2023 and has held it in 9 quarters since. The position peaked at $1M in Q2 2025. 1,857 funds tracked by Wall St. Rank hold MDLZ as of Q4 2025.

SageView Advisory Group held 10,414 shares of Mondelez International worth $561K as of Q4 2025.
SageView Advisory Group sold 3,926 Mondelez International shares in Q4 2025, an estimated $226K.
Mondelez International made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #343 holding.
SageView Advisory Group first reported a position in Mondelez International in Q4 2023 and has held it in 9 quarters since.
SageView Advisory Group's Mondelez International position peaked at $1M in Q2 2025.
1,857 funds tracked by Wall St. Rank held Mondelez International as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.