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Accel Wealth Management’s Mondelez International MDLZ Stock Holding History

Accel 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
Q4 		– Sell
-3,155
Closed -$232K – 259
2024
Q3 		$232K Buy
+3,155
New +$222K 0.09% 215
2024
Q2 		– Sell
-2,972
Closed -$208K – 254
2024
Q1 		$208K Buy
+2,972
New +$217K 0.09% 209
2023
Q3 		– Sell
-3,004
Closed -$219K – 176
2023
Q2 		$219K Sell
3,004
-37
-1% -$2.73K 0.12% 152
2023
Q1 		$212K Buy
3,041
+514
+20% +$34K 0.09% 208
2022
Q4 		$168K Buy
2,527
+7
+0.3% +$443 0.08% 176
2022
Q3 		$145K Hold
2,520
– – 0.08% 200
2022
Q2 		$153K Sell
2,520
-188
-7% -$11.9K 0.09% 174
2022
Q1 		$172K Buy
2,708
+6
+0.2% +$391 0.09% 175
2021
Q4 		$179K Buy
2,702
+156
+6% +$9.63K 0.09% 181
2021
Q3 		$148K Sell
2,546
-295
-10% -$18.4K 0.1% 170
2021
Q2 		$177K Buy
2,841
+1,750
+160% +$108K 0.12% 171
2021
Q1 		$64K Hold
1,091
– – 0.05% 280
2020
Q4 		$64K Buy
+1,091
New +$62.4K 0.06% 255

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
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Accel Wealth Management's MDLZ Position: Q4 2024 in Review

Accel Wealth Management sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 3,155 shares — an estimated $232K sold.

Accel Wealth Management first reported a position in MDLZ in Q4 2020 and held it in 13 quarters. The position peaked at $232K in Q3 2024. 1,996 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

  • Accel Wealth Management reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
  • Accel Wealth Management sold 3,155 Mondelez International shares in Q4 2024, an estimated $232K.
  • Accel Wealth Management first reported a position in Mondelez International in Q4 2020 and held it in 13 quarters.
  • Accel Wealth Management's Mondelez International position peaked at $232K in Q3 2024.
  • 1,996 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Accel Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.