MDLZ MONDELEZ INTERNATIONAL

Ownership history in Wiser Advisor Group LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Wiser Advisor Group LLC reported a position in MONDELEZ INTERNATIONAL (MDLZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2023 Q4)
Avg. % of fund
0.08%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 826 +12 +1.5% 0.06% $52K $61.90
2025 Q1 ADDED 814 +6 +0.7% 0.08% $55K $66.23
2024 Q4 ADDED 808 +6 +0.7% 0.07% $48K $57.90
2024 Q3 ADDED 802 +4 +0.5% 0.09% $59K $70.85
2024 Q2 ADDED 798 +6 +0.8% 0.08% $52K $62.54
2024 Q1 ADDED 792 +5 +0.6% 0.09% $55K $66.47
2023 Q4 INITIATED 787 0.09% $57K
% of Fund (quarterly)    MDLZ price (monthly, adj. close)
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