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Bison Wealth’s Mondelez International MDLZ Stock Holding History

Bison Wealth’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 		$201K Sell
3,363
-1,293
-28% -$85.5K 0.04% 307
2024
Q3 		$343K Buy
4,656
+252
+6% +$17.7K 0.05% 299
2024
Q2 		$308K Hold
4,404
– – 0.05% 330
2024
Q1 		$308K Sell
4,404
-234
-5% -$17.1K 0.05% 330
2023
Q4 		$336K Sell
4,638
-617
-12% -$42.3K 0.06% 297
2023
Q3 		$365K Sell
5,255
-1,249
-19% -$90K 0.07% 274
2023
Q2 		$474K Buy
6,504
+3,428
+111% +$253K 0.09% 225
2023
Q1 		$241K Sell
3,076
-38
-1% -$2.52K 0.07% 220
2022
Q4 		$202K Buy
+3,114
New +$197K 0.06% 254
2022
Q1 		– Sell
-3,014
Closed -$200K – 392
2021
Q4 		$200K Sell
3,014
-552
-15% -$34.1K 0.12% 182
2021
Q3 		$207K Sell
3,566
-85
-2% -$5.29K 0.09% 223
2021
Q2 		$228K Sell
3,651
-341
-9% -$21K 0.1% 221
2021
Q1 		$234K Buy
+3,992
New +$225K 0.1% 216
2020
Q1 		– Sell
-4,202
Closed -$231K – 375
2019
Q4 		$231K Buy
4,202
+371
+10% +$19.8K 0.11% 205
2019
Q3 		$212K Buy
+3,831
New +$210K 0.12% 202
2017
Q3 		– Sell
-7,625
Closed -$329K – 201
2017
Q2 		$329K Sell
7,625
-74
-1% -$3.34K 0.27% 102
2017
Q1 		$332K Sell
7,699
-1,318
-15% -$58.4K 0.29% 98
2016
Q4 		$400K Buy
9,017
+543
+6% +$23.4K 0.34% 79
2016
Q3 		$372K Sell
8,474
-10,216
-55% -$448K 0.32% 86
2016
Q2 		$851K Buy
18,690
+3,903
+26% +$170K 0.51% 66
2016
Q1 		$593K Sell
14,787
-3,066
-17% -$125K 0.38% 84
2015
Q4 		$801K Buy
17,853
+142
+0.8% +$6.35K 0.46% 67
2015
Q3 		$742K Buy
17,711
+3,861
+28% +$166K 0.49% 66
2015
Q2 		$570K Buy
13,850
+293
+2% +$11.5K 0.33% 104
2015
Q1 		$489K Buy
13,557
+2,920
+27% +$106K 0.3% 115
2014
Q4 		$386K Buy
+10,637
New +$387K 0.29% 107

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bison Wealth's MDLZ Position: Q4 2024 in Review

Bison Wealth reduced its Mondelez International (MDLZ) stake by 28% in Q4 2024, selling an estimated $85.5K and leaving 3,363 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #307.

Bison Wealth first reported a position in MDLZ in Q4 2014 and has held it in 26 quarters since. The position peaked at $851K in Q2 2016. 1,993 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

  • Bison Wealth held 3,363 shares of Mondelez International worth $201K as of Q4 2024.
  • Bison Wealth sold 1,293 Mondelez International shares in Q4 2024, an estimated $85.5K.
  • Mondelez International made up 0.04% of Bison Wealth's portfolio in Q4 2024, its #307 holding.
  • Bison Wealth first reported a position in Mondelez International in Q4 2014 and has held it in 26 quarters since.
  • Bison Wealth's Mondelez International position peaked at $851K in Q2 2016.
  • 1,993 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.