Aspiriant LLC’s Mondelez International MDLZ Stock Holding History

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

Aspiriant LLC's MDLZ Position: Q1 2025 in Review

Aspiriant LLC sold out of Mondelez International (MDLZ) in Q1 2025, closing a stake of 3,588 shares — an estimated $214K sold.

Aspiriant LLC first reported a position in MDLZ in Q4 2021 and held it in 7 quarters. The position peaked at $316K in Q2 2023. 2,003 funds tracked by Wall St. Rank hold MDLZ as of Q1 2025.

  • Aspiriant LLC reported no remaining Mondelez International position as of Q1 2025 after selling out during the quarter.
  • Aspiriant LLC sold 3,588 Mondelez International shares in Q1 2025, an estimated $214K.
  • Aspiriant LLC first reported a position in Mondelez International in Q4 2021 and held it in 7 quarters.
  • Aspiriant LLC's Mondelez International position peaked at $316K in Q2 2023.
  • 2,003 funds tracked by Wall St. Rank held Mondelez International as of Q1 2025.

Based on Aspiriant LLC's 13F filing for Q1 2025, filed 21 Apr 2025.