CVA
MDLZ icon

Central Valley Advisors’s Mondelez International MDLZ Stock Holding History

Central Valley 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
Q3 		– Sell
-2,644
Closed -$1.11M – 153
2024
Q2 		$1.11M Sell
2,644
-241
-8% -$16.5K 0.47% 48
2024
Q1 		$202K Buy
2,885
+27
+0.9% +$1.97K 0.1% 154
2023
Q4 		$207K Buy
+2,858
New +$196K 0.12% 134

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Central Valley Advisors's MDLZ Position: Q3 2024 in Review

Central Valley Advisors sold out of Mondelez International (MDLZ) in Q3 2024, closing a stake of 2,644 shares — an estimated $1.11M sold.

Central Valley Advisors first reported a position in MDLZ in Q4 2023 and held it in 3 quarters. The position peaked at $1.11M in Q2 2024. 1,984 funds tracked by Wall St. Rank hold MDLZ as of Q3 2024.

  • Central Valley Advisors reported no remaining Mondelez International position as of Q3 2024 after selling out during the quarter.
  • Central Valley Advisors sold 2,644 Mondelez International shares in Q3 2024, an estimated $1.11M.
  • Central Valley Advisors first reported a position in Mondelez International in Q4 2023 and held it in 3 quarters.
  • Central Valley Advisors's Mondelez International position peaked at $1.11M in Q2 2024.
  • 1,984 funds tracked by Wall St. Rank held Mondelez International as of Q3 2024.

Based on Central Valley Advisors's 13F filing for Q3 2024, filed 4 Oct 2024.