Capital Wealth Planning’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,071
| Closed | -$742K | – | 147 |
|
|
2024
Q3 | $742K | Buy |
10,071
+521
| +5% | +$36.6K | 0.01% | 101 |
|
|
2024
Q2 | $625K | Buy |
9,550
+600
| +7% | +$41.2K | 0.01% | 102 |
|
|
2024
Q1 | $627K | Buy |
+8,950
| New | +$653K | 0.01% | 105 |
|
|
2023
Q4 | – | Sell |
-7,935
| Closed | -$551K | – | 154 |
|
|
2023
Q3 | $551K | Buy |
7,935
+769
| +11% | +$55.4K | 0.01% | 100 |
|
|
2023
Q2 | $523K | Buy |
+7,166
| New | +$529K | 0.01% | 95 |
|
|
2022
Q1 | – | Sell |
-3,900
| Closed | -$259K | – | 108 |
|
|
2021
Q4 | $259K | Buy |
3,900
+65
| +2% | +$4.01K | 0.01% | 89 |
|
|
2021
Q3 | $223K | Hold |
3,835
| – | – | 0.01% | 102 |
|
|
2021
Q2 | $239K | Buy |
3,835
+290
| +8% | +$17.9K | 0.01% | 112 |
|
|
2021
Q1 | $207K | Buy |
+3,545
| New | +$200K | 0.01% | 123 |
|
|
2020
Q4 | – | Sell |
-32,672
| Closed | -$1.88M | – | 115 |
|
|
2020
Q3 | $1.88M | Sell |
32,672
-24,719
| -43% | -$1.38M | 0.09% | 38 |
|
|
2020
Q2 | $2.94M | Sell |
57,391
-808,613
| -93% | -$41.5M | 0.17% | 33 |
|
|
2020
Q1 | $43.4M | Buy |
866,004
+39,284
| +5% | +$2.13M | 2.73% | 19 |
|
|
2019
Q4 | $45.5M | Buy |
826,720
+51,884
| +7% | +$2.78M | 2.69% | 20 |
|
|
2019
Q3 | $41.1M | Buy |
774,836
+112,272
| +17% | +$6.14M | 2.61% | 19 |
|
|
2019
Q2 | $35.7M | Buy |
662,564
+619,344
| +1,433% | +$32.2M | 2.59% | 17 |
|
|
2019
Q1 | $2.16M | Buy |
+43,220
| New | +$1.98M | 1.41% | 18 |
|
|
2017
Q4 | – | Sell |
-5,311
| Closed | -$216K | – | 140 |
|
|
2017
Q3 | $216K | Hold |
5,311
| – | – | 0.17% | 65 |
|
|
2017
Q2 | $229K | Hold |
5,311
| – | – | 0.04% | 92 |
|
|
2017
Q1 | $229K | Hold |
5,311
| – | – | 0.19% | 60 |
|
|
2016
Q4 | $235K | Sell |
5,311
-8,189
| -61% | -$353K | 0.21% | 60 |
|
|
2016
Q3 | $593K | Hold |
13,500
| – | – | 0.46% | 32 |
|
|
2016
Q2 | $609K | Hold |
13,500
| – | – | 0.46% | 38 |
|
|
2016
Q1 | $542K | Sell |
13,500
-31,240
| -70% | -$1.27M | 0.39% | 43 |
|
|
2015
Q4 | $2.01M | Buy |
44,740
+13,970
| +45% | +$625K | 1.84% | 12 |
|
|
2015
Q3 | $1.3M | Buy |
30,770
+10,870
| +55% | +$468K | 1.04% | 28 |
|
|
2015
Q2 | $818K | Hold |
19,900
| – | – | 0.49% | 48 |
|
|
2015
Q1 | $718K | Hold |
19,900
| – | – | 0.37% | 57 |
|
|
2014
Q4 | $722K | Sell |
19,900
-129
| -0.6% | -$4.7K | 0.34% | 61 |
|
|
2014
Q3 | $686K | Hold |
20,029
| – | – | 0.28% | 66 |
|
|
2014
Q2 | $754K | Hold |
20,029
| – | – | 0.28% | 64 |
|
|
2014
Q1 | $692K | Buy |
+20,029
| New | +$685K | 0.3% | 59 |
|
Other funds holding MDLZ
Capital Wealth Planning's MDLZ Position: Q4 2024 in Review
Capital Wealth Planning sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 10,071 shares — an estimated $742K sold.
Capital Wealth Planning first reported a position in MDLZ in Q1 2014 and held it in 31 quarters. The position peaked at $45.5M in Q4 2019. 1,992 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.
- Capital Wealth Planning reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
- Capital Wealth Planning sold 10,071 Mondelez International shares in Q4 2024, an estimated $742K.
- Capital Wealth Planning first reported a position in Mondelez International in Q1 2014 and held it in 31 quarters.
- Capital Wealth Planning's Mondelez International position peaked at $45.5M in Q4 2019.
- 1,992 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.
Based on Capital Wealth Planning's 13F filing for Q4 2024, filed 5 Feb 2025.