Schear Investment Advisers’s Mondelez International MDLZ Stock Holding History

Schear Investment Advisers’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 Q2	–	Sell	-3,005	Closed	-$204K	–	87
2025 Q1	$204K	Sell	3,005 -3,127	-51%	-$193K	0.12%	88
2024 Q4	$366K	Sell	6,132 -1,835	-23%	-$121K	0.2%	78
2024 Q3	$587K	Sell	7,967 -81	-1%	-$5.69K	0.36%	72
2024 Q2	$527K	Sell	8,048 -450	-5%	-$30.9K	0.38%	69
2024 Q1	$595K	Buy	8,498 +885	+12%	+$64.6K	0.48%	65
2023 Q4	$551K	Buy	7,613 +60	+0.8%	+$4.11K	0.53%	54
2023 Q3	$524K	Sell	7,553 -218	-3%	-$15.7K	0.57%	53
2023 Q2	$567K	Buy	7,771 +796	+11%	+$58.8K	0.6%	55
2023 Q1	$486K	Buy	6,975 +30	+0.4%	+$1.99K	0.58%	58
2022 Q4	$463K	Buy	+6,945	New	+$439K	0.57%	60

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schear Investment Advisers's MDLZ Position: Q2 2025 in Review

Schear Investment Advisers sold out of Mondelez International (MDLZ) in Q2 2025, closing a stake of 3,005 shares — an estimated $204K sold.

Schear Investment Advisers first reported a position in MDLZ in Q4 2022 and held it in 10 quarters. The position peaked at $595K in Q1 2024. 1,987 funds tracked by Wall St. Rank hold MDLZ as of Q2 2025.

Schear Investment Advisers reported no remaining Mondelez International position as of Q2 2025 after selling out during the quarter.
Schear Investment Advisers sold 3,005 Mondelez International shares in Q2 2025, an estimated $204K.
Schear Investment Advisers first reported a position in Mondelez International in Q4 2022 and held it in 10 quarters.
Schear Investment Advisers's Mondelez International position peaked at $595K in Q1 2024.
1,987 funds tracked by Wall St. Rank held Mondelez International as of Q2 2025.

Based on Schear Investment Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.