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Wright Investors Service’s Mondelez International MDLZ Stock Holding History

Wright Investors Service’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
Q1 		– Sell
-20,234
Closed -$1.21M – 148
2024
Q4 		$1.21M Sell
20,234
-2,082
-9% -$138K 0.39% 65
2024
Q3 		$1.64M Buy
22,316
+8,150
+58% +$573K 0.43% 69
2024
Q2 		$927K Buy
14,166
+8,801
+164% +$604K 0.24% 99
2024
Q1 		$376K Buy
+5,365
New +$392K 0.1% 137
2018
Q2 		– Sell
-22,272
Closed -$929K – 165
2018
Q1 		$929K Buy
+22,272
New +$967K 0.32% 89
2017
Q3 		– Sell
-10,200
Closed -$441K – 223
2017
Q2 		$441K Buy
10,200
+1,280
+14% +$57.7K 0.17% 158
2017
Q1 		$384K Buy
8,920
+895
+11% +$39.7K 0.16% 176
2016
Q4 		$356K Sell
8,025
-3,203
-29% -$138K 0.15% 179
2016
Q3 		$493K Buy
11,228
+58
+0.5% +$2.54K 0.21% 144
2016
Q2 		$508K Buy
11,170
+168
+2% +$7.32K 0.21% 141
2016
Q1 		$441K Buy
11,002
+1,646
+18% +$67K 0.17% 161
2015
Q4 		$420K Buy
9,356
+2,479
+36% +$111K 0.16% 198
2015
Q3 		$288K Sell
6,877
-448
-6% -$19.3K 0.13% 189
2015
Q2 		$301K Sell
7,325
-528
-7% -$20.7K 0.14% 172
2015
Q1 		$283K Sell
7,853
-1,939
-20% -$70.1K 0.14% 180
2014
Q4 		$356K Buy
9,792
+1,158
+13% +$42.1K 0.17% 161
2014
Q3 		$296K Sell
8,634
-6,707
-44% -$244K 0.15% 172
2014
Q2 		$577K Buy
15,341
+674
+5% +$24.6K 0.26% 122
2014
Q1 		$507K Sell
14,667
-340
-2% -$11.6K 0.23% 140
2013
Q4 		$530K Buy
15,007
+25
+0.2% +$831 0.23% 131
2013
Q3 		$471K Sell
14,982
-3,090
-17% -$95.8K 0.21% 146
2013
Q2 		$516K Buy
+18,072
New +$550K 0.24% 125

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wright Investors Service's MDLZ Position: Q1 2025 in Review

Wright Investors Service sold out of Mondelez International (MDLZ) in Q1 2025, closing a stake of 20,234 shares — an estimated $1.21M sold.

Wright Investors Service first reported a position in MDLZ in Q2 2013 and held it in 22 quarters. The position peaked at $1.64M in Q3 2024. 2,002 funds tracked by Wall St. Rank hold MDLZ as of Q1 2025.

  • Wright Investors Service reported no remaining Mondelez International position as of Q1 2025 after selling out during the quarter.
  • Wright Investors Service sold 20,234 Mondelez International shares in Q1 2025, an estimated $1.21M.
  • Wright Investors Service first reported a position in Mondelez International in Q2 2013 and held it in 22 quarters.
  • Wright Investors Service's Mondelez International position peaked at $1.64M in Q3 2024.
  • 2,002 funds tracked by Wall St. Rank held Mondelez International as of Q1 2025.

Based on Wright Investors Service's 13F filing for Q1 2025, filed 9 Apr 2025.