BFM
MDLZ icon

Boston Financial Management’s Mondelez International MDLZ Stock Holding History

Boston Financial Management’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 		$2.73M Buy
45,640
+125
+0.3% +$8.27K 0.08% 122
2024
Q3 		$3.35M Buy
45,515
+1,662
+4% +$117K 0.1% 119
2024
Q2 		$2.87M Buy
43,853
+1,764
+4% +$121K 0.09% 122
2024
Q1 		$2.95M Sell
42,089
-497
-1% -$36.3K 0.09% 123
2023
Q4 		$3.08M Sell
42,586
-106
-0.2% -$7.26K 0.1% 117
2023
Q3 		$2.96M Sell
42,692
-17
-0% -$1.23K 0.11% 118
2023
Q2 		$3.12M Buy
42,709
+32
+0.1% +$2.36K 0.11% 116
2023
Q1 		$2.98M Sell
42,677
-517
-1% -$34.2K 0.12% 116
2022
Q4 		$2.88M Buy
43,194
+6,507
+18% +$411K 0.12% 114
2022
Q3 		$2.01M Buy
36,687
+29,895
+440% +$1.86M 0.09% 127
2022
Q2 		$422K Buy
6,792
+815
+14% +$51.5K 0.02% 220
2022
Q1 		$375K Buy
+5,977
New +$389K 0.01% 232
2018
Q2 		– Sell
-8,511
Closed -$355K – 268
2018
Q1 		$355K Hold
8,511
– – 0.02% 210
2017
Q4 		$364K Hold
8,511
– – 0.02% 216
2017
Q3 		$346K Hold
8,511
– – 0.02% 218
2017
Q2 		$368K Sell
8,511
-1,150
-12% -$51.9K 0.03% 219
2017
Q1 		$416K Buy
9,661
+783
+9% +$34.7K 0.03% 214
2016
Q4 		$394K Buy
8,878
+383
+5% +$16.5K 0.03% 218
2016
Q3 		$373K Hold
8,495
– – 0.03% 212
2016
Q2 		$387K Hold
8,495
– – 0.03% 205
2016
Q1 		$341K Hold
8,495
– – 0.05% 150
2015
Q4 		$381K Hold
8,495
– – 0.05% 156
2015
Q3 		$356K Sell
8,495
-940
-10% -$40.5K 0.05% 173
2015
Q2 		$388K Hold
9,435
– – 0.05% 174
2015
Q1 		$341K Sell
9,435
-1,200
-11% -$43.4K 0.04% 179
2014
Q4 		$386K Sell
10,635
-170
-2% -$6.19K 0.05% 173
2014
Q3 		$370K Sell
10,805
-283
-3% -$10.3K 0.05% 171
2014
Q2 		$417K Buy
11,088
+1,110
+11% +$40.6K 0.06% 171
2014
Q1 		$345K Buy
9,978
+968
+11% +$33.1K 0.05% 174
2013
Q4 		$318K Hold
9,010
– – 0.04% 178
2013
Q3 		$283K Sell
9,010
-300
-3% -$9.31K 0.04% 183
2013
Q2 		$266K Buy
+9,310
New +$283K 0.04% 187

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

Boston Financial Management's MDLZ Position: Q4 2024 in Review

Boston Financial Management increased its Mondelez International (MDLZ) stake by 0.27% in Q4 2024, buying an estimated $8.27K and bringing the position to 45,640 shares worth $2.73M. The position accounts for 0.08% of the portfolio, ranked #122.

Boston Financial Management first reported a position in MDLZ in Q2 2013 and has held it in 32 quarters since. The position peaked at $3.35M in Q3 2024. 1,993 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

  • Boston Financial Management held 45,640 shares of Mondelez International worth $2.73M as of Q4 2024.
  • Boston Financial Management bought 125 Mondelez International shares in Q4 2024, an estimated $8.27K.
  • Mondelez International made up 0.08% of Boston Financial Management's portfolio in Q4 2024, its #122 holding.
  • Boston Financial Management first reported a position in Mondelez International in Q2 2013 and has held it in 32 quarters since.
  • Boston Financial Management's Mondelez International position peaked at $3.35M in Q3 2024.
  • 1,993 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.