MWM
MDLZ icon

Mittelman Wealth Management’s Mondelez International MDLZ Stock Holding History

Mittelman 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
Q3 		– Sell
-4,079
Closed -$267K – 53
2024
Q2 		$267K Hold
4,079
– – 0.17% 65
2024
Q1 		$286K Buy
+4,079
New +$298K 0.19% 57

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mittelman Wealth Management's MDLZ Position: Q3 2024 in Review

Mittelman Wealth Management sold out of Mondelez International (MDLZ) in Q3 2024, closing a stake of 4,079 shares — an estimated $267K sold.

Mittelman Wealth Management first reported a position in MDLZ in Q1 2024 and held it in 2 quarters. The position peaked at $286K in Q1 2024. 1,984 funds tracked by Wall St. Rank hold MDLZ as of Q3 2024.

  • Mittelman Wealth Management reported no remaining Mondelez International position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 4,079 Mondelez International shares in Q3 2024, an estimated $267K.
  • Mittelman Wealth Management first reported a position in Mondelez International in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's Mondelez International position peaked at $286K in Q1 2024.
  • 1,984 funds tracked by Wall St. Rank held Mondelez International as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.