Cassady Schiller Wealth Management’s Mondelez International MDLZ Stock Holding History

Cassady Schiller Wealth 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	$27.2K	Buy	455 +64	+16%	+$4.23K	0.01%	257
2024 Q3	$28.8K	Hold	391	–	–	0.01%	244
2024 Q2	$25.6K	Hold	391	–	–	0.01%	248
2024 Q1	$27.4K	Sell	391 -34	-8%	-$2.48K	0.01%	259
2023 Q4	$30.8K	Buy	425 +111	+35%	+$7.61K	0.02%	244
2023 Q3	$21.8K	Hold	314	–	–	0.01%	267
2023 Q2	$22.9K	Buy	314 +270	+614%	+$19.9K	0.01%	274
2023 Q1	$3.07K	Sell	44 -46	-51%	-$3.05K	﹤0.01%	383
2022 Q4	$6K	Buy	+90	New	+$5.69K	﹤0.01%	355
2022 Q1	–	Sell	-76	Closed	-$5K	–	394
2021 Q4	$5K	Buy	+76	New	+$4.69K	﹤0.01%	354

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 $3.38T AUM 44.17% 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

Cassady Schiller Wealth Management's MDLZ Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Mondelez International (MDLZ) stake by 16% in Q4 2024, buying an estimated $4.23K and bringing the position to 455 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #257.

Cassady Schiller Wealth Management first reported a position in MDLZ in Q4 2021 and has held it in 10 quarters since. The position peaked at $30.8K in Q4 2023. 1,997 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

Cassady Schiller Wealth Management held 455 shares of Mondelez International worth $27.2K as of Q4 2024.
Cassady Schiller Wealth Management bought 64 Mondelez International shares in Q4 2024, an estimated $4.23K.
Mondelez International made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #257 holding.
Cassady Schiller Wealth Management first reported a position in Mondelez International in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Mondelez International position peaked at $30.8K in Q4 2023.
1,997 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.