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Aspiriant LLC’s Mondelez International MDLZ Stock Holding History

Aspiriant LLC’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
2025
Q1 		– Sell
-3,588
Closed -$214K – 296
2024
Q4 		$214K Buy
3,588
+255
+8% +$16.9K 0.01% 276
2024
Q3 		$246K Buy
+3,333
New +$234K 0.01% 255
2024
Q1 		– Sell
-2,821
Closed -$204K – 326
2023
Q4 		$204K Buy
+2,821
New +$193K 0.01% 297
2023
Q3 		– Sell
-4,339
Closed -$316K – 293
2023
Q2 		$316K Buy
4,339
+974
+29% +$72K 0.02% 213
2023
Q1 		$235K Sell
3,365
-44
-1% -$2.91K 0.01% 250
2022
Q4 		$227K Buy
+3,409
New +$216K 0.01% 245
2022
Q1 		– Sell
-3,189
Closed -$210K – 291
2021
Q4 		$210K Buy
+3,189
New +$197K 0.01% 267

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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