Benchmark Financial Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Benchmark Financial Wealth Advisors’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	-3,133	Closed	-$231K	–	108
2024 Q3	$231K	Buy	+3,133	New	+$220K	0.08%	89
2024 Q2	–	Sell	-2,881	Closed	-$202K	–	92
2024 Q1	$202K	Buy	+2,881	New	+$210K	0.08%	90

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Benchmark Financial Wealth Advisors's MDLZ Position: Q4 2024 in Review

Benchmark Financial Wealth Advisors sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 3,133 shares — an estimated $231K sold.

Benchmark Financial Wealth Advisors first reported a position in MDLZ in Q1 2024 and held it in 2 quarters. The position peaked at $231K in Q3 2024. 1,992 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

Benchmark Financial Wealth Advisors reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 3,133 Mondelez International shares in Q4 2024, an estimated $231K.
Benchmark Financial Wealth Advisors first reported a position in Mondelez International in Q1 2024 and held it in 2 quarters.
Benchmark Financial Wealth Advisors's Mondelez International position peaked at $231K in Q3 2024.
1,992 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.