West Oak Capital’s Mondelez International MDLZ Stock Holding History

West Oak Capital’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	$850	Sell	1,360 -475	-26%	-$30.6K	0.03%	142
2025 Q2	$1.24K	Buy	1,835 +475	+35%	+$31.7K	0.05%	136
2025 Q1	$923	Hold	1,360	–	–	0.04%	147
2024 Q4	$812K	Sell	1,360 -20	-1%	-$1.32K	0.03%	159
2024 Q3	$1.02K	Hold	1,380	–	–	0.02%	148
2024 Q2	$90.3K	Hold	1,380	–	–	0.04%	157
2024 Q1	$97K	Hold	1,380	–	–	0.04%	153
2023 Q4	$101K	Sell	1,380 -20	-1%	-$1.37K	0.05%	152
2023 Q3	$97K	Hold	1,400	–	–	0.05%	147
2023 Q2	$102K	Hold	1,400	–	–	0.05%	145
2023 Q1	$97.6K	Hold	1,400	–	–	0.05%	149
2022 Q4	$93K	Sell	1,400 -50	-3%	-$3.16K	0.05%	141
2022 Q3	$80K	Hold	1,450	–	–	0.04%	146
2022 Q2	$90K	Hold	1,450	–	–	0.05%	147
2022 Q1	$91K	Hold	1,450	–	–	0.04%	153
2021 Q4	$96K	Sell	1,450 -50	-3%	-$3.08K	0.04%	163
2021 Q3	$87K	Hold	1,500	–	–	0.03%	165
2021 Q2	$94K	Hold	1,500	–	–	0.04%	159
2021 Q1	$88K	Hold	1,500	–	–	0.04%	160
2020 Q4	$88K	Sell	1,500 -50	-3%	-$2.86K	0.04%	153
2020 Q3	$89K	Hold	1,550	–	–	0.05%	138
2020 Q2	$79K	Sell	1,550 -1,500	-49%	-$77.1K	0.05%	147
2020 Q1	$153K	Hold	3,050	–	–	0.1%	114
2019 Q4	$168K	Sell	3,050 -100	-3%	-$5.35K	0.09%	118
2019 Q3	$174K	Hold	3,150	–	–	0.1%	115
2019 Q2	$170K	Hold	3,150	–	–	0.1%	116
2019 Q1	$157K	Hold	3,150	–	–	0.1%	118
2018 Q4	$126K	Sell	3,150 -100	-3%	-$4.26K	0.09%	123
2018 Q3	$140K	Hold	3,250	–	–	0.08%	131
2018 Q2	$133K	Hold	3,250	–	–	0.08%	130
2018 Q1	$136K	Sell	3,250 -99	-3%	-$4.3K	0.08%	128
2017 Q4	$143K	Hold	3,349	–	–	0.09%	124
2017 Q3	$136K	Hold	3,349	–	–	0.08%	134
2017 Q2	$145K	Hold	3,349	–	–	0.09%	133
2017 Q1	$144K	Sell	3,349 -300	-8%	-$13.3K	0.09%	131
2016 Q4	$162K	Sell	3,649 -100	-3%	-$4.31K	0.11%	125
2016 Q3	$165K	Buy	3,749 +300	+9%	+$13.2K	0.11%	120
2016 Q2	$157K	Hold	3,449	–	–	0.11%	113
2016 Q1	$138K	Hold	3,449	–	–	0.11%	116
2015 Q4	$155K	Hold	3,449	–	–	0.12%	110
2015 Q3	$144K	Hold	3,449	–	–	0.12%	114
2015 Q2	$142K	Hold	3,449	–	–	0.11%	116
2015 Q1	$124K	Hold	3,449	–	–	0.09%	122
2014 Q4	$125K	Hold	3,449	–	–	0.09%	117
2014 Q3	$118K	Sell	3,449 -119	-3%	-$4.34K	0.09%	116
2014 Q2	$134K	Hold	3,568	–	–	0.1%	112
2014 Q1	$123K	Hold	3,568	–	–	0.09%	115
2013 Q4	$126K	Sell	3,568 -100	-3%	-$3.32K	0.09%	110
2013 Q3	$115K	Hold	3,668	–	–	0.09%	114
2013 Q2	$105K	Buy	+3,668	New	+$112K	0.09%	117

Other funds holding MDLZ

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

BlackRock New York $5.72T 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 $1.56T 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

West Oak Capital's MDLZ Position: Q3 2025 in Review

West Oak Capital reduced its Mondelez International (MDLZ) stake by 26% in Q3 2025, selling an estimated $30.6K and leaving 1,360 shares worth $850. The position accounts for 0.03% of the portfolio, ranked #142.

West Oak Capital first reported a position in MDLZ in Q2 2013 and has held it in 50 quarters since. The position peaked at $812K in Q4 2024. 1,930 funds tracked by Wall St. Rank hold MDLZ as of Q3 2025.

West Oak Capital held 1,360 shares of Mondelez International worth $850 as of Q3 2025.
West Oak Capital sold 475 Mondelez International shares in Q3 2025, an estimated $30.6K.
Mondelez International made up 0.03% of West Oak Capital's portfolio in Q3 2025, its #142 holding.
West Oak Capital first reported a position in Mondelez International in Q2 2013 and has held it in 50 quarters since.
West Oak Capital's Mondelez International position peaked at $812K in Q4 2024.
1,930 funds tracked by Wall St. Rank held Mondelez International as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.