Klingman & Associates’s Mondelez International MDLZ Stock Holding History

Klingman & Associates’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	-3,716	Closed	-$222K	–	267
2024 Q4	$222K	Buy	3,716 +145	+4%	+$9.59K	0.01%	243
2024 Q3	$263K	Sell	3,571 -12	-0.3%	-$843	0.02%	230
2024 Q2	$234K	Buy	3,583 +70	+2%	+$4.8K	0.02%	223
2024 Q1	$246K	Hold	3,513	–	–	0.02%	212
2023 Q4	$254K	Buy	3,513 +132	+4%	+$9.05K	0.02%	205
2023 Q3	$235K	Sell	3,381 -14	-0.4%	-$1.01K	0.02%	205
2023 Q2	$248K	Sell	3,395 -39	-1%	-$2.88K	0.02%	190
2023 Q1	$239K	Buy	3,434 +77	+2%	+$5.1K	0.02%	178
2022 Q4	$224K	Buy	+3,357	New	+$212K	0.02%	187
2022 Q3	–	Sell	-3,615	Closed	-$224K	–	195
2022 Q2	$224K	Sell	3,615 -72	-2%	-$4.55K	0.02%	176
2022 Q1	$232K	Buy	+3,687	New	+$240K	0.02%	184
2016 Q4	–	Sell	-404	Closed	-$18K	–	228
2016 Q3	$18K	Hold	404	–	–	0.01%	266
2016 Q2	$18K	Hold	404	–	–	0.01%	267
2016 Q1	$16K	Hold	404	–	–	0.01%	274
2015 Q4	$18K	Hold	404	–	–	0.01%	274
2015 Q3	$16K	Hold	404	–	–	0.01%	280
2015 Q2	$17K	Hold	404	–	–	0.01%	269
2015 Q1	$15K	Hold	404	–	–	0.01%	257
2014 Q4	$14K	Buy	+404	New	+$14.7K	0.01%	263

Other funds holding MDLZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Klingman & Associates's MDLZ Position: Q1 2025 in Review

Klingman & Associates sold out of Mondelez International (MDLZ) in Q1 2025, closing a stake of 3,716 shares — an estimated $222K sold.

Klingman & Associates first reported a position in MDLZ in Q4 2014 and held it in 19 quarters. The position peaked at $263K in Q3 2024. 2,003 funds tracked by Wall St. Rank hold MDLZ as of Q1 2025.

Klingman & Associates reported no remaining Mondelez International position as of Q1 2025 after selling out during the quarter.
Klingman & Associates sold 3,716 Mondelez International shares in Q1 2025, an estimated $222K.
Klingman & Associates first reported a position in Mondelez International in Q4 2014 and held it in 19 quarters.
Klingman & Associates's Mondelez International position peaked at $263K in Q3 2024.
2,003 funds tracked by Wall St. Rank held Mondelez International as of Q1 2025.

Based on Klingman & Associates's 13F filing for Q1 2025, filed 13 May 2025.