9WM
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9258 Wealth Management’s Mondelez International MDLZ Stock Holding History

9258 Wealth 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
2024
Q3 		$389K Hold
5,280
– – 0.06% 240
2024
Q2 		$346K Sell
5,280
-1,480
-22% -$102K 0.05% 245
2024
Q1 		$473K Buy
6,760
+88
+1% +$6.42K 0.07% 201
2023
Q4 		$483K Sell
6,672
-540
-7% -$37K 0.09% 185
2023
Q3 		$501K Sell
7,212
-403
-5% -$29K 0.1% 177
2023
Q2 		$555K Sell
7,615
-570
-7% -$42.1K 0.1% 167
2023
Q1 		$571K Sell
8,185
-192
-2% -$12.7K 0.12% 163
2022
Q4 		$558K Buy
8,377
+328
+4% +$20.7K 0.12% 161
2022
Q3 		$441K Buy
8,049
+90
+1% +$5.59K 0.11% 179
2022
Q2 		$494K Buy
7,959
+483
+6% +$30.5K 0.13% 175
2022
Q1 		$469K Sell
7,476
-106
-1% -$6.9K 0.11% 200
2021
Q4 		$503K Buy
7,582
+400
+6% +$24.7K 0.12% 192
2021
Q3 		$418K Sell
7,182
-20
-0.3% -$1.24K 0.11% 198
2021
Q2 		$450K Buy
7,202
+282
+4% +$17.4K 0.12% 190
2021
Q1 		$405K Buy
6,920
+1,525
+28% +$86.1K 0.12% 184
2020
Q4 		$315K Buy
5,395
+485
+10% +$27.7K 0.1% 220
2020
Q3 		$261K Buy
4,910
+373
+8% +$20.8K 0.1% 222
2020
Q2 		$232K Buy
4,537
+325
+8% +$16.7K 0.09% 238
2020
Q1 		$217K Buy
+4,212
New +$228K 0.1% 235

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

9258 Wealth Management's MDLZ Position: Q3 2024 in Review

9258 Wealth Management held its Mondelez International (MDLZ) position steady in Q3 2024 at 5,280 shares worth $389K. The position accounts for 0.06% of the portfolio, ranked #240.

9258 Wealth Management first reported a position in MDLZ in Q1 2020 and has held it in 19 quarters since. The position peaked at $571K in Q1 2023. 1,983 funds tracked by Wall St. Rank hold MDLZ as of Q3 2024.

  • 9258 Wealth Management held 5,280 shares of Mondelez International worth $389K as of Q3 2024.
  • 9258 Wealth Management left its Mondelez International share count unchanged in Q3 2024.
  • Mondelez International made up 0.06% of 9258 Wealth Management's portfolio in Q3 2024, its #240 holding.
  • 9258 Wealth Management first reported a position in Mondelez International in Q1 2020 and has held it in 19 quarters since.
  • 9258 Wealth Management's Mondelez International position peaked at $571K in Q1 2023.
  • 1,983 funds tracked by Wall St. Rank held Mondelez International as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.