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BTWM
Baker Tilly Wealth Management’s
Mondelez International
MDLZ
Stock Holding History
Baker Tilly Wealth Management’s Portfolio
MDLZ Stock Details
MDLZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$217K
Buy
+3,769
New
+$218K
0.05%
267
2024
Q3
–
Sell
-3,174
Closed
-$208K
–
267
2024
Q2
$208K
Sell
3,174
-3,094
-49%
-$212K
0.09%
266
2024
Q1
$439K
Sell
6,268
-1,102
-15%
-$80.4K
0.08%
286
2023
Q4
$534K
Sell
7,370
-2,033
-22%
-$139K
0.09%
263
2023
Q3
$653K
Sell
9,403
-26,248
-74%
-$1.89M
0.11%
196
2023
Q2
$2.6M
Buy
35,651
+1,812
+5%
+$134K
0.27%
81
2023
Q1
$2.36M
Sell
33,839
-3,517
-9%
-$233K
0.27%
83
2022
Q4
$2.49M
Buy
37,356
+4,581
+14%
+$290K
0.31%
76
2022
Q3
$1.8M
Sell
32,775
-44
-0.1%
-$2.73K
0.25%
91
2022
Q2
$2.04M
Buy
32,819
+1,473
+5%
+$93K
0.27%
82
2022
Q1
$1.97M
Buy
31,346
+7,073
+29%
+$460K
0.22%
97
2021
Q4
$1.61M
Buy
24,273
+5,917
+32%
+$365K
0.17%
119
2021
Q3
$1.07M
Buy
18,356
+2,870
+19%
+$179K
0.14%
154
2021
Q2
$967K
Buy
15,486
+2,682
+21%
+$165K
0.16%
151
2021
Q1
$749K
Buy
+12,804
New
+$723K
0.15%
168
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1-Year Est. Return
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1-Year Est. Return
Capital International Investors
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$427B AUM
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1-Year Est. Return
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$1.02T AUM
30.18%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
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1-Year Est. Return
VPM
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$1.91T AUM
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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