Evoke Wealth’s Mondelez International MDLZ Stock Holding History

Evoke Wealth’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	-6,093	Closed	-$367K	–	456
2024 Q4	$367K	Buy	+6,093	New	+$403K	0.01%	309
2022 Q4	–	Sell	-462	Closed	-$25K	–	821
2022 Q3	$25K	Hold	462	–	–	﹤0.01%	610
2022 Q2	$29K	Sell	462 -43	-9%	-$2.72K	﹤0.01%	597
2022 Q1	$32K	Sell	505 -97,494	-99%	-$6.35M	﹤0.01%	581
2021 Q4	$6.53M	Buy	97,999 +7	+0%	+$432	0.21%	64
2021 Q3	$5.74M	Sell	97,992 -52	-0.1%	-$3.23K	0.22%	59
2021 Q2	$6.15M	Sell	98,044 -64	-0.1%	-$3.94K	0.23%	55
2021 Q1	$5.77M	Sell	98,108 -20	-0%	-$1.13K	0.26%	54
2020 Q4	$5.77M	Buy	98,128 +27	+0%	+$1.54K	0.39%	28
2020 Q3	$5.67M	Sell	98,101 -15	-0%	-$835	0.46%	26
2020 Q2	$5.04M	Sell	98,116 -1,074	-1%	-$55.2K	0.49%	24
2020 Q1	$5M	Sell	99,190 -3,257	-3%	-$176K	0.71%	22
2019 Q4	$5.67M	Buy	102,447 +1,541	+2%	+$82.4K	0.72%	19
2019 Q3	$5.61M	Buy	+100,906	New	+$5.52M	0.69%	22

Other funds holding MDLZ

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

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