MDLZ β€” MONDELEZ INTL INC COM NPV

Ownership history in RMR Wealth Builders  Β·  20 quarters on record

AI Ownership Summary

RMR Wealth Builders reported MONDELEZ INTL INC COM NPV (MDLZ) in 20 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.06% in 2023 Q3. The latest visible filing shows MDLZ at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MDLZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RMR Wealth Builders's position in MONDELEZ INTL INC COM NPV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MDLZ was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RMR Wealth Builders held MDLZ β€” position size vs. price
% of Fund (quarterly)    MDLZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,809 -1,270 -25.0% 0.02% $238K 2025-11-05 $55.51
2025 Q2 ADDED 5,079 +176 +3.6% 0.03% $343K 2025-07-08 $67.03
2025 Q1 ADDED 4,903 +1,030 +26.6% 0.04% $333K 2025-04-16 $64.89
2024 Q4 ADDED 3,873 +1 +0.0% 0.02% $231K 2025-01-10 $54.53
2024 Q3 REDUCED 3,872 -582 -13.1% 0.03% $285K 2024-10-21 $67.73
2024 Q2 REDUCED 4,454 -198 -4.3% 0.03% $291K 2024-07-23 $63.08
2024 Q1 ADDED 4,652 +170 +3.8% 0.04% $326K 2024-04-15 $62.55
2023 Q4 REDUCED 4,482 -1,167 -20.7% 0.05% $325K 2024-02-06 $71.02
2023 Q3 ADDED 5,649 +1,676 +42.2% 0.06% $392K 2023-10-23 $60.04
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About RMR Wealth Builders and MDLZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has RMR Wealth Builders reported owning MDLZ?

RMR Wealth Builders reported MDLZ across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported MDLZ position in RMR Wealth Builders's portfolio?

The largest reported portfolio weight for MDLZ was 0.06% in 2023 Q3.

What is the latest reported MDLZ position on this page?

The most recent filing on this page is 2025 Q3, when RMR Wealth Builders reported 3,809 shares, equal to 0.02% of portfolio, with an estimated market value of $238K.

What does the chart on this MDLZ ownership page compare?

The chart compares RMR Wealth Builders's quarterly MDLZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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