Maia Wealth’s Mondelez International MDLZ Stock Holding History

Maia Wealth’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	-3,425	Closed	-$240K	–	337
2024 Q3	$240K	Buy	3,425 +195	+6%	+$13.7K	0.06%	219
2024 Q2	$208K	Buy	+3,230	New	+$222K	0.06%	215
2023 Q4	$208K	Buy	+2,866	New	+$196K	0.08%	179

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Maia Wealth's MDLZ Position: Q4 2024 in Review

Maia Wealth sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 3,425 shares — an estimated $240K sold.

Maia Wealth first reported a position in MDLZ in Q4 2023 and held it in 3 quarters. The position peaked at $240K in Q3 2024. 1,992 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

Maia Wealth reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
Maia Wealth sold 3,425 Mondelez International shares in Q4 2024, an estimated $240K.
Maia Wealth first reported a position in Mondelez International in Q4 2023 and held it in 3 quarters.
Maia Wealth's Mondelez International position peaked at $240K in Q3 2024.
1,992 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Maia Wealth's 13F filing for Q4 2024, filed 5 Feb 2025.