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Morningstar Investment Services’s Mondelez International MDLZ Stock Holding History

Morningstar Investment Services’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
-8,942
Closed -$664K – 293
2024
Q3 		$664K Buy
8,942
+1,589
+22% +$112K 0.01% 250
2024
Q2 		$490K Buy
7,353
+580
+9% +$39.8K 0.01% 251
2024
Q1 		$475K Sell
6,773
-8,984
-57% -$656K 0.01% 238
2023
Q4 		$1.14M Buy
15,757
+8,832
+128% +$605K 0.01% 219
2023
Q3 		$481K Buy
6,925
+117
+2% +$8.43K 0.01% 210
2023
Q2 		$493K Buy
6,808
+623
+10% +$46K 0.01% 193
2023
Q1 		$433K Buy
6,185
+169
+3% +$11.2K 0.01% 187
2022
Q4 		$400K Buy
6,016
+454
+8% +$28.7K 0.01% 188
2022
Q3 		$336K Sell
5,562
-53
-0.9% -$3.29K ﹤0.01% 185
2022
Q2 		$347K Buy
5,615
+340
+6% +$21.5K ﹤0.01% 189
2022
Q1 		$332K Buy
5,275
+726
+16% +$47.3K ﹤0.01% 205
2021
Q4 		$302K Buy
+4,549
New +$281K ﹤0.01% 209
2020
Q1 		– Sell
-4,324
Closed -$238K – 220
2019
Q4 		$238K Sell
4,324
-474
-10% -$25.4K ﹤0.01% 180
2019
Q3 		$266K Sell
4,798
-603
-11% -$33K ﹤0.01% 170
2019
Q2 		$291K Sell
5,401
-468
-8% -$24.3K ﹤0.01% 190
2019
Q1 		$293K Sell
5,869
-4,526
-44% -$208K 0.01% 183
2018
Q4 		$416K Buy
+10,395
New +$443K 0.01% 160

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Morningstar Investment Services's MDLZ Position: Q4 2024 in Review

Morningstar Investment Services sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 8,942 shares — an estimated $664K sold.

Morningstar Investment Services first reported a position in MDLZ in Q4 2018 and held it in 17 quarters. The position peaked at $1.14M in Q4 2023. 1,993 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

  • Morningstar Investment Services reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 8,942 Mondelez International shares in Q4 2024, an estimated $664K.
  • Morningstar Investment Services first reported a position in Mondelez International in Q4 2018 and held it in 17 quarters.
  • Morningstar Investment Services's Mondelez International position peaked at $1.14M in Q4 2023.
  • 1,993 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.