Core Wealth Partners’s Mondelez International MDLZ Stock Holding History

Core Wealth Partners’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 Q2	–	Sell	-4,154	Closed	-$291K	–	152
2024 Q1	$291K	Hold	4,154	–	–	0.22%	89
2023 Q4	$301K	Hold	4,154	–	–	0.25%	81
2023 Q3	$288K	Hold	4,154	–	–	0.26%	79
2023 Q2	$303K	Hold	4,154	–	–	0.28%	76
2023 Q1	$290K	Buy	4,154 +1,760	+74%	+$117K	0.29%	71
2022 Q4	$410K	Buy	+2,394	New	+$151K	0.46%	54

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Core Wealth Partners's MDLZ Position: Q2 2024 in Review

Core Wealth Partners sold out of Mondelez International (MDLZ) in Q2 2024, closing a stake of 4,154 shares — an estimated $291K sold.

Core Wealth Partners first reported a position in MDLZ in Q4 2022 and held it in 6 quarters. The position peaked at $410K in Q4 2022. 1,962 funds tracked by Wall St. Rank hold MDLZ as of Q2 2024.

Core Wealth Partners reported no remaining Mondelez International position as of Q2 2024 after selling out during the quarter.
Core Wealth Partners sold 4,154 Mondelez International shares in Q2 2024, an estimated $291K.
Core Wealth Partners first reported a position in Mondelez International in Q4 2022 and held it in 6 quarters.
Core Wealth Partners's Mondelez International position peaked at $410K in Q4 2022.
1,962 funds tracked by Wall St. Rank held Mondelez International as of Q2 2024.

Based on Core Wealth Partners's 13F filing for Q2 2024, filed 14 Aug 2024.