HFS
MDLZ icon

HBC Financial Services’s Mondelez International MDLZ Stock Holding History

HBC Financial Services’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 		$4K Hold
79
– – ﹤0.01% 142
2024
Q3 		$5K Buy
+79
New +$5.55K ﹤0.01% 136
2020
Q2 		– Sell
-1,200
Closed -$13K – 168
2020
Q1 		$13K Buy
1,200
+1,085
+943% +$58.8K 0.01% 102
2019
Q4 		$6K Buy
+115
New +$6.15K 0.01% 146

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

HBC Financial Services's MDLZ Position: Q4 2024 in Review

HBC Financial Services held its Mondelez International (MDLZ) position steady in Q4 2024 at 79 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #142.

HBC Financial Services first reported a position in MDLZ in Q4 2019 and has held it in 4 quarters since. The position peaked at $13K in Q1 2020. 1,996 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

  • HBC Financial Services held 79 shares of Mondelez International worth $4K as of Q4 2024.
  • HBC Financial Services left its Mondelez International share count unchanged in Q4 2024.
  • Mondelez International made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #142 holding.
  • HBC Financial Services first reported a position in Mondelez International in Q4 2019 and has held it in 4 quarters since.
  • HBC Financial Services's Mondelez International position peaked at $13K in Q1 2020.
  • 1,996 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.