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EnRich Financial Partners’s Mondelez International MDLZ Stock Holding History

EnRich Financial 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
2025
Q1 		– Sell
-212
Closed -$12.7K – 155
2024
Q4 		$12.7K Hold
212
– – ﹤0.01% 164
2024
Q3 		$15.6K Hold
212
– – 0.01% 154
2024
Q2 		$13.9K Hold
212
– – 0.01% 163
2024
Q1 		$14.8K Buy
+212
New +$15.5K 0.01% 146

Other funds holding MDLZ

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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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

EnRich Financial Partners's MDLZ Position: Q1 2025 in Review

EnRich Financial Partners sold out of Mondelez International (MDLZ) in Q1 2025, closing a stake of 212 shares — an estimated $12.7K sold.

EnRich Financial Partners first reported a position in MDLZ in Q1 2024 and held it in 4 quarters. The position peaked at $15.6K in Q3 2024. 1,997 funds tracked by Wall St. Rank hold MDLZ as of Q1 2025.

  • EnRich Financial Partners reported no remaining Mondelez International position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 212 Mondelez International shares in Q1 2025, an estimated $12.7K.
  • EnRich Financial Partners first reported a position in Mondelez International in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Mondelez International position peaked at $15.6K in Q3 2024.
  • 1,997 funds tracked by Wall St. Rank held Mondelez International as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.