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Yoffe Investment Management’s Mondelez International MDLZ Stock Holding History

Yoffe 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
-3,425
Closed -$214K – 113
2025
Q3 		$214K Hold
3,425
– – 0.28% 110
2025
Q2 		$231K Hold
3,425
– – 0.32% 102
2025
Q1 		$232K Hold
3,425
– – 0.34% 103
2024
Q4 		$205K Buy
+3,425
New +$227K 0.3% 110

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

Yoffe Investment Management sold out of Mondelez International (MDLZ) in Q4 2025, closing a stake of 3,425 shares — an estimated $214K sold.

Yoffe Investment Management first reported a position in MDLZ in Q4 2024 and held it in 4 quarters. The position peaked at $232K in Q1 2025. 1,859 funds tracked by Wall St. Rank hold MDLZ as of Q4 2025.

  • Yoffe Investment Management reported no remaining Mondelez International position as of Q4 2025 after selling out during the quarter.
  • Yoffe Investment Management sold 3,425 Mondelez International shares in Q4 2025, an estimated $214K.
  • Yoffe Investment Management first reported a position in Mondelez International in Q4 2024 and held it in 4 quarters.
  • Yoffe Investment Management's Mondelez International position peaked at $232K in Q1 2025.
  • 1,859 funds tracked by Wall St. Rank held Mondelez International as of Q4 2025.

Based on Yoffe Investment Management's 13F filing for Q4 2025, filed 26 Jan 2026.