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Spectrum Wealth Counsel’s Mondelez International MDLZ Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$1.7K Hold
25
– – ﹤0.01% 295
2024
Q4 		$1.49K Hold
25
– – ﹤0.01% 304
2024
Q3 		$1.84K Buy
+25
New +$1.76K ﹤0.01% 324

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Spectrum Wealth Counsel's MDLZ Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Mondelez International (MDLZ) position steady in Q1 2025 at 25 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Spectrum Wealth Counsel first reported a position in MDLZ in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.84K in Q3 2024. 1,997 funds tracked by Wall St. Rank hold MDLZ as of Q1 2025.

  • Spectrum Wealth Counsel held 25 shares of Mondelez International worth $1.7K as of Q1 2025.
  • Spectrum Wealth Counsel left its Mondelez International share count unchanged in Q1 2025.
  • Mondelez International made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #295 holding.
  • Spectrum Wealth Counsel first reported a position in Mondelez International in Q3 2024 and has held it in 3 quarters since.
  • Spectrum Wealth Counsel's Mondelez International position peaked at $1.84K in Q3 2024.
  • 1,997 funds tracked by Wall St. Rank held Mondelez International as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.