Laffer Tengler Investments’s Mondelez International MDLZ Stock Holding History

Laffer Tengler Investments’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	–	Sell	-2,981	Closed	-$220K	–	160
2024 Q3	$220K	Sell	2,981 -215	-7%	-$15.1K	0.04%	169
2024 Q2	$209K	Buy	3,196 +215	+7%	+$14.8K	0.05%	172
2024 Q1	$209K	Hold	2,981	–	–	0.05%	145
2023 Q4	$216K	Hold	2,981	–	–	0.06%	137
2023 Q3	$207K	Hold	2,981	–	–	0.06%	136
2023 Q2	$217K	Hold	2,981	–	–	0.06%	191
2023 Q1	$208K	Sell	2,981 -1,300	-30%	-$86.1K	0.06%	196
2022 Q4	$285K	Hold	4,281	–	–	0.08%	175
2022 Q3	$235K	Hold	4,281	–	–	0.09%	166
2022 Q2	$266K	Hold	4,281	–	–	0.09%	157
2022 Q1	$269K	Hold	4,281	–	–	0.08%	166
2021 Q4	$284K	Sell	4,281 -256	-6%	-$15.8K	0.08%	172
2021 Q3	$264K	Buy	+4,537	New	+$282K	0.08%	193
2021 Q2	–	Sell	-3,237	Closed	-$189K	–	366
2021 Q1	$189K	Hold	3,237	–	–	0.07%	158
2020 Q4	$188K	Hold	3,237	–	–	0.08%	157
2020 Q3	$186K	Buy	+3,237	New	+$180K	0.09%	145

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 Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Laffer Tengler Investments's MDLZ Position: Q4 2024 in Review

Laffer Tengler Investments sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 2,981 shares — an estimated $220K sold.

Laffer Tengler Investments first reported a position in MDLZ in Q3 2020 and held it in 16 quarters. The position peaked at $285K in Q4 2022. 1,997 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

Laffer Tengler Investments reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
Laffer Tengler Investments sold 2,981 Mondelez International shares in Q4 2024, an estimated $220K.
Laffer Tengler Investments first reported a position in Mondelez International in Q3 2020 and held it in 16 quarters.
Laffer Tengler Investments's Mondelez International position peaked at $285K in Q4 2022.
1,997 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Laffer Tengler Investments's 13F filing for Q4 2024, filed 6 Feb 2025.