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Smith Shellnut Wilson’s Mondelez International MDLZ Stock Holding History

Smith Shellnut Wilson’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
Q3 		$434K Buy
6,949
+1,659
+31% +$107K 0.17% 83
2025
Q2 		$357K Hold
5,290
– – 0.15% 91
2025
Q1 		$359K Buy
5,290
+256
+5% +$15.8K 0.16% 95
2024
Q4 		$301K Sell
5,034
-205
-4% -$13.6K 0.13% 108
2024
Q3 		$386K Hold
5,239
– – 0.17% 90
2024
Q2 		$343K Hold
5,239
– – 0.17% 91
2024
Q1 		$367K Sell
5,239
-825
-14% -$60.2K 0.19% 88
2023
Q4 		$439K Sell
6,064
-43
-0.7% -$2.95K 0.25% 73
2023
Q3 		$424K Hold
6,107
– – 0.26% 66
2023
Q2 		$445K Sell
6,107
-125
-2% -$9.23K 0.25% 68
2023
Q1 		$434K Hold
6,232
– – 0.26% 66
2022
Q4 		$415K Hold
6,232
– – 0.26% 67
2022
Q3 		$342K Hold
6,232
– – 0.23% 73
2022
Q2 		$387K Sell
6,232
-99
-2% -$6.25K 0.24% 69
2022
Q1 		$397K Sell
6,331
-256
-4% -$16.7K 0.21% 86
2021
Q4 		$437K Hold
6,587
– – 0.22% 88
2021
Q3 		$383K Hold
6,587
– – 0.22% 84
2021
Q2 		$411K Hold
6,587
– – 0.24% 80
2021
Q1 		$386K Sell
6,587
-326
-5% -$18.4K 0.24% 80
2020
Q4 		$404K Buy
6,913
+263
+4% +$15K 0.24% 72
2020
Q3 		$382 Sell
6,650
-875
-12% -$48.7K 0.14% 78
2020
Q2 		$385K Hold
7,525
– – 0.28% 68
2020
Q1 		$377K Hold
7,525
– – 0.32% 57
2019
Q4 		$414K Buy
+7,525
New +$403K 0.28% 66

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Smith Shellnut Wilson's MDLZ Position: Q3 2025 in Review

Smith Shellnut Wilson increased its Mondelez International (MDLZ) stake by 31% in Q3 2025, buying an estimated $107K and bringing the position to 6,949 shares worth $434K. The position accounts for 0.17% of the portfolio, ranked #83.

Smith Shellnut Wilson first reported a position in MDLZ in Q4 2019 and has held it in 24 quarters since. The position peaked at $445K in Q2 2023. 1,929 funds tracked by Wall St. Rank hold MDLZ as of Q3 2025.

  • Smith Shellnut Wilson held 6,949 shares of Mondelez International worth $434K as of Q3 2025.
  • Smith Shellnut Wilson bought 1,659 Mondelez International shares in Q3 2025, an estimated $107K.
  • Mondelez International made up 0.17% of Smith Shellnut Wilson's portfolio in Q3 2025, its #83 holding.
  • Smith Shellnut Wilson first reported a position in Mondelez International in Q4 2019 and has held it in 24 quarters since.
  • Smith Shellnut Wilson's Mondelez International position peaked at $445K in Q2 2023.
  • 1,929 funds tracked by Wall St. Rank held Mondelez International as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.