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McGlone Suttner Wealth Management’s Mondelez International MDLZ Stock Holding History

McGlone Suttner Wealth Management’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
Q1 		– Sell
-2,399
Closed -$174K – 537
2023
Q4 		$174K Buy
+2,399
New +$164K 0.03% 169
2023
Q3 		– Sell
-4,299
Closed -$313K – 152
2023
Q2 		$313K Buy
4,299
+164
+4% +$12.1K 0.07% 105
2023
Q1 		$288K Buy
4,135
+322
+8% +$21.3K 0.07% 108
2022
Q4 		$254K Buy
+3,813
New +$241K 0.08% 109

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McGlone Suttner Wealth Management's MDLZ Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Mondelez International (MDLZ) in Q1 2024, closing a stake of 2,399 shares — an estimated $174K sold.

McGlone Suttner Wealth Management first reported a position in MDLZ in Q4 2022 and held it in 4 quarters. The position peaked at $313K in Q2 2023. 1,990 funds tracked by Wall St. Rank hold MDLZ as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Mondelez International position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 2,399 Mondelez International shares in Q1 2024, an estimated $174K.
  • McGlone Suttner Wealth Management first reported a position in Mondelez International in Q4 2022 and held it in 4 quarters.
  • McGlone Suttner Wealth Management's Mondelez International position peaked at $313K in Q2 2023.
  • 1,990 funds tracked by Wall St. Rank held Mondelez International as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.