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SW
SteelPeak Wealth’s
Mondelez International
MDLZ
Stock Holding History
SteelPeak Wealth’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
–
Sell
-3,970
Closed
-$270K
–
631
2025
Q2
$270K
Buy
+3,970
New
+$265K
0.01%
436
2023
Q4
–
Sell
-101,007
Closed
-$7.05M
–
481
2023
Q3
$7.05M
Buy
+101,007
New
+$7.28M
0.45%
56
2023
Q2
–
Sell
-97,134
Closed
-$6.81M
–
482
2023
Q1
$6.81M
Buy
97,134
+93,918
+2,920%
+$6.22M
0.46%
58
2022
Q4
$216K
Sell
3,216
-96,214
-97%
-$6.08M
0.02%
356
2022
Q3
$5.49M
Sell
99,430
-45,696
-31%
-$2.84M
0.41%
63
2022
Q2
$9.06M
Buy
145,126
+140,860
+3,302%
+$8.9M
0.65%
42
2022
Q1
$268K
Buy
4,266
+39
+0.9%
+$2.54K
0.02%
364
2021
Q4
$280K
Sell
4,227
-85,346
-95%
-$5.27M
0.02%
336
2021
Q3
$5.21M
Buy
+89,573
New
+$5.57M
0.36%
73
2020
Q3
–
Sell
-46,254
Closed
-$2.37M
–
316
2020
Q2
$2.37M
Buy
46,254
+41,662
+907%
+$2.14M
0.3%
72
2020
Q1
$230K
Sell
4,592
-40,505
-90%
-$2.19M
0.04%
196
2019
Q4
$2.48M
Buy
+45,097
New
+$2.41M
0.34%
67
Other funds holding MDLZ
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
$1.47T AUM
27.86%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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