Legacy Private Trust’s Mondelez International MDLZ Stock Holding History

Legacy Private Trust’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	-3,841	Closed	-$229K	–	255
2024 Q4	$229K	Buy	3,841 +957	+33%	+$63.3K	0.02%	223
2024 Q3	$212K	Sell	2,884 -567	-16%	-$39.9K	0.01%	227
2024 Q2	$226K	Sell	3,451 -571	-14%	-$39.2K	0.02%	220
2024 Q1	$282K	Buy	4,022 +6	+0.1%	+$438	0.02%	207
2023 Q4	$291K	Sell	4,016 -4,727	-54%	-$324K	0.02%	201
2023 Q3	$607K	Sell	8,743 -980	-10%	-$70.6K	0.05%	159
2023 Q2	$709K	Buy	9,723 +5,773	+146%	+$426K	0.06%	153
2023 Q1	$275K	Buy	+3,950	New	+$262K	0.02%	205

Other funds holding MDLZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Private Trust's MDLZ Position: Q1 2025 in Review

Legacy Private Trust sold out of Mondelez International (MDLZ) in Q1 2025, closing a stake of 3,841 shares — an estimated $229K sold.

Legacy Private Trust first reported a position in MDLZ in Q1 2023 and held it in 8 quarters. The position peaked at $709K in Q2 2023. 1,997 funds tracked by Wall St. Rank hold MDLZ as of Q1 2025.

Legacy Private Trust reported no remaining Mondelez International position as of Q1 2025 after selling out during the quarter.
Legacy Private Trust sold 3,841 Mondelez International shares in Q1 2025, an estimated $229K.
Legacy Private Trust first reported a position in Mondelez International in Q1 2023 and held it in 8 quarters.
Legacy Private Trust's Mondelez International position peaked at $709K in Q2 2023.
1,997 funds tracked by Wall St. Rank held Mondelez International as of Q1 2025.

Based on Legacy Private Trust's 13F filing for Q1 2025, filed 4 Apr 2025.