Geller Advisors’s Mondelez International MDLZ Stock Holding History

Geller 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 Q4	$448K	Buy	7,446 +1	+0%	+$66	0.03%	145
2024 Q3	$552K	Sell	7,445 -247	-3%	-$17.4K	0.04%	129
2024 Q2	$507K	Buy	7,692 +48	+0.6%	+$3.29K	0.04%	140
2024 Q1	$538K	Sell	7,644 -385	-5%	-$28.1K	0.04%	130
2023 Q4	$585K	Sell	8,029 -599	-7%	-$41K	0.06%	106
2023 Q3	$602K	Sell	8,628 -2,577	-23%	-$186K	0.07%	93
2023 Q2	$822K	Buy	+11,205	New	+$828K	0.1%	65
2023 Q1	–	Sell	-4,245	Closed	-$285K	–	184
2022 Q4	$285K	Sell	4,245 -3,967	-48%	-$251K	0.05%	102
2022 Q3	$453K	Buy	+8,212	New	+$510K	0.1%	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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geller Advisors's MDLZ Position: Q4 2024 in Review

Geller Advisors increased its Mondelez International (MDLZ) stake by 0.01% in Q4 2024, buying an estimated $66 and bringing the position to 7,446 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #145.

Geller Advisors first reported a position in MDLZ in Q3 2022 and has held it in 9 quarters since. The position peaked at $822K in Q2 2023. 1,992 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

Geller Advisors held 7,446 shares of Mondelez International worth $448K as of Q4 2024.
Geller Advisors bought 1 Mondelez International share in Q4 2024, an estimated $66.
Mondelez International made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #145 holding.
Geller Advisors first reported a position in Mondelez International in Q3 2022 and has held it in 9 quarters since.
Geller Advisors's Mondelez International position peaked at $822K in Q2 2023.
1,992 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.