SEC 13F Intelligence

Wambolt & Associates, LLC / MDLZ

Wambolt & Associates, LLC’s Mondelez Intl Inc Position

Does Wambolt & Associates, LLC own Mondelez Intl Inc (MDLZ)? Yes44.8K shares worth $3M (+1.04% of its 13F portfolio) as of Q2 2025, up from 36.1K shares the prior filed quarter.

Position Value
$3M
Q2 2025
Shares
44.8K
% of Portfolio
+1.04%
Quarters Held
19
currently held

Position History MDLZ

Reported value by quarter
Q4 ’20: $206,000Q4 ’20Q1 ’21: $209,000Q2 ’21: $333,000Q3 ’21: $310,000Q3 ’21Q4 ’21: $353,000Q1 ’22: $612,000Q2 ’22: $927,000Q2 ’22Q3 ’22: $925,000Q4 ’22: $1MQ1 ’23: $1MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ2 ’25: $3MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202544.8K$3M+1.04%
Q1 202536.1K$2M+0.83%
Q4 202434.7K$2M+0.66%
Q3 202442.2K$3M+0.84%
Q2 202439.2K$3M+0.74%
Q1 202437.4K$3M+0.78%
Q4 202330.4K$2M+0.72%
Q3 202326.3K$2M+0.65%
Q2 202324.3K$2M+0.63%
Q1 202321.2K$1M+0.53%
Q4 202219.8K$1M+0.51%
Q3 202216.9K$925,000+0.39%
Q2 202214.9K$927,000+0.37%
Q1 20229.6K$612,000+0.22%
Q4 20215.3K$353,000+0.13%
Q3 20215.3K$310,000+0.12%
Q2 20215.3K$333,000+0.14%
Q1 20213.6K$209,000+0.11%
Q4 20203.5K$206,000+0.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wambolt & Associates, LLC’s full portfolio or all institutional holders of MDLZ.