CSWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $431B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM