Brandywine Oak Private Wealth’s Mondelez International MDLZ Stock Holding History

Brandywine Oak Private 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	–	Sell	-2,860	Closed	-$211K	–	241
2024 Q3	$211K	Buy	+2,860	New	+$201K	0.02%	229
2024 Q2	–	Sell	-2,860	Closed	-$200K	–	236
2024 Q1	$200K	Sell	2,860 -3	-0.1%	-$219	0.02%	234
2023 Q4	$207K	Sell	2,863 -108	-4%	-$7.4K	0.02%	222
2023 Q3	$206K	Sell	2,971 -1	-0%	-$72	0.02%	225
2023 Q2	$217K	Sell	2,972 -71	-2%	-$5.25K	0.02%	230
2023 Q1	$212K	Sell	3,043 -195	-6%	-$12.9K	0.02%	240
2022 Q4	$216K	Sell	3,238 -651	-17%	-$41.2K	0.03%	235
2022 Q3	$213K	Sell	3,889 -276	-7%	-$17.1K	0.03%	276
2022 Q2	$258K	Sell	4,165 -2	-0%	-$126	0.03%	270
2022 Q1	$261K	Sell	4,167 -896	-18%	-$58.3K	0.03%	287
2021 Q4	$335K	Sell	5,063 -1,301	-20%	-$80.3K	0.04%	240
2021 Q3	$370K	Sell	6,364 -107	-2%	-$6.66K	0.04%	223
2021 Q2	$404K	Buy	+6,471	New	+$399K	0.05%	208

Other funds holding MDLZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Brandywine Oak Private Wealth's MDLZ Position: Q4 2024 in Review

Brandywine Oak Private Wealth sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 2,860 shares — an estimated $211K sold.

Brandywine Oak Private Wealth first reported a position in MDLZ in Q2 2021 and held it in 13 quarters. The position peaked at $404K in Q2 2021. 1,996 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

Brandywine Oak Private Wealth reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
Brandywine Oak Private Wealth sold 2,860 Mondelez International shares in Q4 2024, an estimated $211K.
Brandywine Oak Private Wealth first reported a position in Mondelez International in Q2 2021 and held it in 13 quarters.
Brandywine Oak Private Wealth's Mondelez International position peaked at $404K in Q2 2021.
1,996 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2024, filed 27 Jan 2025.