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Legacy Advisors’s Mondelez International MDLZ Stock Holding History

Legacy 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
2025
Q1 		$1.13M Sell
16,494
-60
-0.4% -$3.7K 0.12% 150
2024
Q4 		$997K Sell
16,554
-4,152
-20% -$275K 0.1% 159
2024
Q3 		$1.53M Buy
20,706
+2,186
+12% +$154K 0.17% 106
2024
Q2 		$1.22M Sell
18,520
-1,691
-8% -$116K 0.15% 107
2024
Q1 		$1.42M Sell
20,211
-13,658
-40% -$997K 0.18% 101
2023
Q4 		$2.47M Sell
33,869
-16,214
-32% -$1.11M 0.32% 68
2023
Q3 		$3.5M Sell
50,083
-1,582
-3% -$114K 0.56% 36
2023
Q2 		$3.77M Sell
51,665
-1,628
-3% -$120K 0.56% 38
2023
Q1 		$3.74M Buy
53,293
+3,292
+7% +$218K 0.69% 34
2022
Q4 		$3.35M Buy
50,001
+5,980
+14% +$378K 0.61% 35
2022
Q3 		$2.43M Buy
44,021
+12,882
+41% +$800K 0.54% 36
2022
Q2 		$1.94M Buy
31,139
+3,705
+14% +$234K 0.41% 48
2022
Q1 		$1.73M Buy
+27,434
New +$1.79M 0.34% 50
2019
Q3 		– Sell
-2,028
Closed -$109K – 240
2019
Q2 		$109K Hold
2,028
– – 0.07% 156
2019
Q1 		$101K Buy
+2,028
New +$93K 0.03% 154
2018
Q4 		– Sell
-2,065
Closed -$89K – 277
2018
Q3 		$89K Buy
2,065
+355
+21% +$15.1K 0.04% 191
2018
Q2 		$70K Buy
1,710
+372
+28% +$14.9K 0.05% 164
2018
Q1 		$56K Hold
1,338
– – 0.04% 153
2017
Q4 		$57K Sell
1,338
-128
-9% -$5.37K 0.06% 124
2017
Q3 		$59K Buy
1,466
+128
+10% +$5.43K 0.07% 101
2017
Q2 		$58K Hold
1,338
– – 0.07% 92
2017
Q1 		$57K Hold
1,338
– – 0.08% 91
2016
Q4 		$59K Buy
+1,338
New +$57.6K 0.08% 92

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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Legacy Advisors's MDLZ Position: Q1 2025 in Review

Legacy Advisors reduced its Mondelez International (MDLZ) stake by 0.36% in Q1 2025, selling an estimated $3.7K and leaving 16,494 shares worth $1.13M. The position accounts for 0.12% of the portfolio, ranked #150.

Legacy Advisors first reported a position in MDLZ in Q4 2016 and has held it in 23 quarters since. The position peaked at $3.77M in Q2 2023. 2,002 funds tracked by Wall St. Rank hold MDLZ as of Q1 2025.

  • Legacy Advisors held 16,494 shares of Mondelez International worth $1.13M as of Q1 2025.
  • Legacy Advisors sold 60 Mondelez International shares in Q1 2025, an estimated $3.7K.
  • Mondelez International made up 0.12% of Legacy Advisors's portfolio in Q1 2025, its #150 holding.
  • Legacy Advisors first reported a position in Mondelez International in Q4 2016 and has held it in 23 quarters since.
  • Legacy Advisors's Mondelez International position peaked at $3.77M in Q2 2023.
  • 2,002 funds tracked by Wall St. Rank held Mondelez International as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.