WA
MDLZ icon

Wambolt & Associates’s Mondelez International MDLZ Stock Holding History

Wambolt & Associates’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 		$3.09M Buy
44,827
+8,677
+24% +$579K 1.04% 29
2025
Q1 		$2.45M Buy
36,150
+1,464
+4% +$90.2K 0.83% 37
2024
Q4 		$2.07M Sell
34,686
-7,508
-18% -$497K 0.66% 49
2024
Q3 		$3.08M Buy
42,194
+3,030
+8% +$213K 0.84% 35
2024
Q2 		$2.56M Buy
39,164
+1,774
+5% +$122K 0.74% 44
2024
Q1 		$2.61M Buy
37,390
+6,944
+23% +$507K 0.78% 41
2023
Q4 		$2.21M Buy
30,446
+4,176
+16% +$286K 0.72% 36
2023
Q3 		$1.8M Buy
26,270
+1,998
+8% +$144K 0.65% 42
2023
Q2 		$1.77M Buy
24,272
+3,036
+14% +$224K 0.63% 45
2023
Q1 		$1.49M Buy
21,236
+1,448
+7% +$95.9K 0.53% 58
2022
Q4 		$1.32M Buy
19,788
+2,916
+17% +$184K 0.51% 71
2022
Q3 		$925K Buy
16,872
+1,949
+13% +$121K 0.39% 97
2022
Q2 		$927K Buy
14,923
+5,283
+55% +$334K 0.37% 99
2022
Q1 		$612K Buy
9,640
+4,310
+81% +$281K 0.22% 140
2021
Q4 		$353K Buy
5,330
+2
+0% +$123 0.13% 181
2021
Q3 		$310K Hold
5,328
– – 0.12% 185
2021
Q2 		$333K Buy
5,328
+1,750
+49% +$108K 0.14% 183
2021
Q1 		$209K Buy
3,578
+49
+1% +$2.77K 0.11% 205
2020
Q4 		$206K Buy
+3,529
New +$202K 0.12% 197

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

Wambolt & Associates's MDLZ Position: Q2 2025 in Review

Wambolt & Associates increased its Mondelez International (MDLZ) stake by 24% in Q2 2025, buying an estimated $579K and bringing the position to 44,827 shares worth $3.09M. The position accounts for 1.04% of the portfolio, ranked #29.

Wambolt & Associates first reported a position in MDLZ in Q4 2020 and has held it in 19 quarters since. 1,988 funds tracked by Wall St. Rank hold MDLZ as of Q2 2025.

  • Wambolt & Associates held 44,827 shares of Mondelez International worth $3.09M as of Q2 2025.
  • Wambolt & Associates bought 8,677 Mondelez International shares in Q2 2025, an estimated $579K.
  • Mondelez International made up 1.04% of Wambolt & Associates's portfolio in Q2 2025, its #29 holding.
  • Wambolt & Associates first reported a position in Mondelez International in Q4 2020 and has held it in 19 quarters since.
  • 1,988 funds tracked by Wall St. Rank held Mondelez International as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.