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MFA
McClarren Financial Advisors’s
Mondelez International
MDLZ
Stock Holding History
McClarren Financial 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
Q2
–
Sell
-203
Closed
-$5K
–
203
2025
Q1
$5K
Sell
203
-342
-63%
-$21.1K
﹤0.01%
237
2024
Q4
$32K
Buy
+545
New
+$36K
0.09%
105
2024
Q3
–
Sell
-130
Closed
-$35K
–
314
2024
Q2
$35K
Sell
130
-413
-76%
-$28.3K
0.02%
168
2024
Q1
$38K
Sell
543
-672
-55%
-$49.1K
0.03%
164
2023
Q4
$88K
Buy
1,215
+4
+0.3%
+$274
0.07%
120
2023
Q3
$84K
Buy
1,211
+3
+0.2%
+$216
0.07%
115
2023
Q2
$88K
Sell
1,208
-397
-25%
-$29.3K
0.07%
114
2023
Q1
$111K
Buy
1,605
+3
+0.2%
+$199
0.1%
94
2022
Q4
$106K
Buy
1,602
+127
+9%
+$8.03K
0.1%
100
2022
Q3
$80K
Buy
+1,475
New
+$91.6K
0.08%
100
2022
Q2
–
Sell
-1,075
Closed
-$67K
–
167
2022
Q1
$67K
Sell
1,075
-1
-0.1%
-$65
0.05%
107
2021
Q4
$72K
Buy
1,076
+1
+0.1%
+$62
0.05%
113
2021
Q3
$62K
Hold
1,075
–
–
0.05%
104
2021
Q2
$67K
Sell
1,075
-1
-0.1%
-$62
0.05%
101
2021
Q1
$63K
Buy
1,076
+1
+0.1%
+$56
0.06%
98
2020
Q4
$62K
Buy
+1,075
New
+$61.4K
0.06%
91
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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27.86%
1-Year Est. Return
Capital Research Global Investors
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30.41%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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