Capital Planning Advisors’s Mondelez International MDLZ Stock Holding History

Capital Planning 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	-2,924	Closed	-$215K	–	142
2024 Q3	$215K	Buy	+2,924	New	+$206K	0.03%	136
2024 Q2	–	Sell	-2,941	Closed	-$206K	–	143
2024 Q1	$206K	Buy	2,941 +16	+0.5%	+$1.17K	0.04%	139
2023 Q4	$212K	Sell	2,925 -421	-13%	-$28.9K	0.04%	131
2023 Q3	$232K	Hold	3,346	–	–	0.05%	113
2023 Q2	$244K	Hold	3,346	–	–	0.05%	120
2023 Q1	$233K	Buy	+3,346	New	+$222K	0.05%	117
2022 Q3	–	Sell	-3,516	Closed	-$218K	–	131
2022 Q2	$218K	Sell	3,516 -137	-4%	-$8.65K	0.06%	122
2022 Q1	$229K	Buy	3,653 +182	+5%	+$11.8K	0.05%	152
2021 Q4	$230K	Sell	3,471 -90	-3%	-$5.55K	0.04%	148
2021 Q3	$207K	Hold	3,561	–	–	0.04%	143
2021 Q2	$222K	Buy	+3,561	New	+$219K	0.05%	142
2017 Q2	–	Sell	-4,786	Closed	-$206K	–	142
2017 Q1	$206K	Hold	4,786	–	–	0.1%	130
2016 Q4	$212K	Buy	4,786 +30	+0.6%	+$1.29K	0.11%	93
2016 Q3	$209K	Hold	4,756	–	–	0.11%	92
2016 Q2	$216K	Buy	+4,756	New	+$207K	0.12%	95
2016 Q1	–	Sell	-4,756	Closed	-$213K	–	104
2015 Q4	$213K	Buy	+4,756	New	+$213K	0.12%	97

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

Capital Planning Advisors's MDLZ Position: Q4 2024 in Review

Capital Planning Advisors sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 2,924 shares — an estimated $215K sold.

Capital Planning Advisors first reported a position in MDLZ in Q4 2015 and held it in 16 quarters. The position peaked at $244K in Q2 2023. 1,996 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

Capital Planning Advisors reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
Capital Planning Advisors sold 2,924 Mondelez International shares in Q4 2024, an estimated $215K.
Capital Planning Advisors first reported a position in Mondelez International in Q4 2015 and held it in 16 quarters.
Capital Planning Advisors's Mondelez International position peaked at $244K in Q2 2023.
1,996 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Capital Planning Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.