Tortoise Investment Management’s Mondelez International MDLZ Stock Holding History

Tortoise Investment Management’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 Q4	–	Sell	-1,636	Closed	-$102K	–	940
2025 Q3	$102K	Buy	1,636 +2	+0.1%	+$129	0.01%	302
2025 Q2	$110K	Buy	1,634 +83	+5%	+$5.54K	0.01%	284
2025 Q1	$105K	Sell	1,551 -99	-6%	-$6.1K	0.01%	278
2024 Q4	$98.5K	Buy	1,650 +9	+0.5%	+$595	0.01%	313
2024 Q3	$121K	Sell	1,641 -419	-20%	-$29.5K	0.01%	287
2024 Q2	$135K	Sell	2,060 -369	-15%	-$25.3K	0.02%	264
2024 Q1	$170K	Buy	2,429 +1	+0%	+$73	0.02%	238
2023 Q4	$176K	Sell	2,428 -30	-1%	-$2.06K	0.02%	220
2023 Q3	$171K	Buy	2,458 +32	+1%	+$2.31K	0.03%	211
2023 Q2	$177K	Buy	2,426 +150	+7%	+$11.1K	0.03%	207
2023 Q1	$159K	Hold	2,276	–	–	0.03%	210
2022 Q4	$152K	Sell	2,276 -1,515	-40%	-$95.8K	0.03%	213
2022 Q3	$208K	Hold	3,791	–	–	0.04%	180
2022 Q2	$235K	Buy	3,791 +370	+11%	+$23.4K	0.05%	163
2022 Q1	$215K	Sell	3,421 -735	-18%	-$47.8K	0.04%	172
2021 Q4	$276K	Sell	4,156 -750	-15%	-$46.3K	0.05%	140
2021 Q3	$285K	Sell	4,906 -81	-2%	-$5.04K	0.06%	137
2021 Q2	$311K	Buy	4,987 +420	+9%	+$25.9K	0.06%	131
2021 Q1	$267K	Sell	4,567 -50	-1%	-$2.82K	0.06%	134
2020 Q4	$270K	Buy	4,617 +162	+4%	+$9.26K	0.06%	124
2020 Q3	$256K	Sell	4,455 -60	-1%	-$3.34K	0.06%	119
2020 Q2	$231K	Hold	4,515	–	–	0.06%	122
2020 Q1	$226K	Hold	4,515	–	–	0.07%	117
2019 Q4	$249K	Hold	4,515	–	–	0.06%	122
2019 Q3	$250K	Sell	4,515 -519	-10%	-$28.4K	0.06%	124
2019 Q2	$271K	Buy	5,034 +660	+15%	+$34.3K	0.07%	128
2019 Q1	$218K	Hold	4,374	–	–	0.06%	135
2018 Q4	$175K	Hold	4,374	–	–	0.05%	148
2018 Q3	$188K	Buy	4,374 +83	+2%	+$3.54K	0.05%	141
2018 Q2	$176K	Hold	4,291	–	–	0.05%	145
2018 Q1	$179K	Hold	4,291	–	–	0.05%	139
2017 Q4	$184K	Hold	4,291	–	–	0.05%	137
2017 Q3	$174K	Buy	4,291 +3,000	+232%	+$127K	0.05%	139
2017 Q2	$56K	Hold	1,291	–	–	0.02%	202
2017 Q1	$56K	Hold	1,291	–	–	0.02%	190
2016 Q4	$57K	Hold	1,291	–	–	0.02%	186
2016 Q3	$57K	Buy	1,291 +69	+6%	+$3.03K	0.02%	182
2016 Q2	$56K	Hold	1,222	–	–	0.02%	187
2016 Q1	$49K	Hold	1,222	–	–	0.02%	197
2015 Q4	$55K	Hold	1,222	–	–	0.02%	199
2015 Q3	$51K	Hold	1,222	–	–	0.02%	202
2015 Q2	$50K	Hold	1,222	–	–	0.02%	211
2015 Q1	$44K	Hold	1,222	–	–	0.02%	219
2014 Q4	$44K	Sell	1,222 -19	-2%	-$692	0.02%	225
2014 Q3	$43K	Sell	1,241 -977	-44%	-$35.6K	0.02%	219
2014 Q2	$83K	Buy	2,218 +996	+82%	+$36.4K	0.03%	169
2014 Q1	$42K	Hold	1,222	–	–	0.02%	202
2013 Q4	$43K	Hold	1,222	–	–	0.02%	187
2013 Q3	$38K	Hold	1,222	–	–	0.02%	167
2013 Q2	$35K	Buy	+1,222	New	+$37.2K	0.02%	163

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tortoise Investment Management's MDLZ Position: Q4 2025 in Review

Tortoise Investment Management sold out of Mondelez International (MDLZ) in Q4 2025, closing a stake of 1,636 shares — an estimated $102K sold.

Tortoise Investment Management first reported a position in MDLZ in Q2 2013 and held it in 50 quarters. The position peaked at $311K in Q2 2021. 1,859 funds tracked by Wall St. Rank hold MDLZ as of Q4 2025.

Tortoise Investment Management reported no remaining Mondelez International position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 1,636 Mondelez International shares in Q4 2025, an estimated $102K.
Tortoise Investment Management first reported a position in Mondelez International in Q2 2013 and held it in 50 quarters.
Tortoise Investment Management's Mondelez International position peaked at $311K in Q2 2021.
1,859 funds tracked by Wall St. Rank held Mondelez International as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.