SWP
MDLZ icon

SIMA Wealth Partners’s Mondelez International MDLZ Stock Holding History

SIMA Wealth 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
2025
Q2 		– Sell
-1,426
Closed -$96.7K – 171
2025
Q1 		$96.7K Buy
1,426
+12
+0.8% +$740 0.08% 66
2024
Q4 		$84.5K Buy
1,414
+1,046
+284% +$69.2K 0.07% 71
2024
Q3 		$27.1K Hold
368
– – 0.02% 102
2024
Q2 		$24.1K Buy
+368
New +$25.2K 0.02% 105

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIMA Wealth Partners's MDLZ Position: Q2 2025 in Review

SIMA Wealth Partners sold out of Mondelez International (MDLZ) in Q2 2025, closing a stake of 1,426 shares — an estimated $96.7K sold.

SIMA Wealth Partners first reported a position in MDLZ in Q2 2024 and held it in 4 quarters. The position peaked at $96.7K in Q1 2025. 1,987 funds tracked by Wall St. Rank hold MDLZ as of Q2 2025.

  • SIMA Wealth Partners reported no remaining Mondelez International position as of Q2 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 1,426 Mondelez International shares in Q2 2025, an estimated $96.7K.
  • SIMA Wealth Partners first reported a position in Mondelez International in Q2 2024 and held it in 4 quarters.
  • SIMA Wealth Partners's Mondelez International position peaked at $96.7K in Q1 2025.
  • 1,987 funds tracked by Wall St. Rank held Mondelez International as of Q2 2025.

Based on SIMA Wealth Partners's 13F filing for Q2 2025, filed 15 Jun 2026.