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Kiely Wealth Advisory Group’s Mondelez International MDLZ Stock Holding History

Kiely Wealth Advisory Group’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 		$169K Hold
2,880
– – 0.11% 67
2024
Q3 		$192K Hold
2,880
– – 0.12% 62
2024
Q2 		$202K Buy
2,880
+33
+1% +$2.26K 0.11% 44
2024
Q1 		$202K Hold
2,847
– – 0.12% 43
2023
Q4 		$213K Buy
+2,847
New +$195K 0.12% 45

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kiely Wealth Advisory Group's MDLZ Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Mondelez International (MDLZ) position steady in Q4 2024 at 2,880 shares worth $169K. The position accounts for 0.11% of the portfolio, ranked #67.

Kiely Wealth Advisory Group first reported a position in MDLZ in Q4 2023 and has held it in 5 quarters since. The position peaked at $213K in Q4 2023. 1,992 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

  • Kiely Wealth Advisory Group held 2,880 shares of Mondelez International worth $169K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Mondelez International share count unchanged in Q4 2024.
  • Mondelez International made up 0.11% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #67 holding.
  • Kiely Wealth Advisory Group first reported a position in Mondelez International in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Mondelez International position peaked at $213K in Q4 2023.
  • 1,992 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.