WI
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WBI Investments’s Mondelez International MDLZ Stock Holding History

WBI Investments’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
-3,553
Closed -$240K – 344
2025
Q2 		$240K Sell
3,553
-13,960
-80% -$931K 0.06% 232
2025
Q1 		$1.19M Buy
+17,513
New +$1.08M 0.31% 90
2022
Q1 		– Sell
-13,968
Closed -$817K – 212
2021
Q4 		$817K Buy
+13,968
New +$862K 0.13% 112
2015
Q2 		– Sell
-49,272
Closed -$1.78M – 261
2015
Q1 		$1.78M Buy
+49,272
New +$1.78M 0.04% 174

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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