Nelson Capital Management’s Mondelez International MDLZ Stock Holding History

Nelson Capital 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 Q4	–	Sell	-3,113	Closed	-$229K	–	112
2024 Q3	$229K	Buy	3,113 +3	+0.1%	+$211	0.04%	101
2024 Q2	$204K	Buy	+3,110	New	+$213K	0.04%	103
2019 Q4	–	Sell	-500	Closed	-$28K	–	214
2019 Q3	$28K	Buy	500 +300	+150%	+$16.4K	0.01%	189
2019 Q2	$11K	Buy	+200	New	+$10.4K	﹤0.01%	224
2018 Q4	–	Sell	-16	Closed	-$1K	–	306
2018 Q3	$1K	Hold	16	–	–	﹤0.01%	284
2018 Q2	$1K	Buy	+16	New	+$643	﹤0.01%	252
2018 Q1	–	Sell	-42	Closed	-$2K	–	293
2017 Q4	$2K	Buy	+42	New	+$1.76K	﹤0.01%	306
2014 Q3	–	Sell	-239	Closed	-$9K	–	319
2014 Q2	$9K	Hold	239	–	–	﹤0.01%	246
2014 Q1	$8K	Hold	239	–	–	﹤0.01%	215
2013 Q4	$8K	Hold	239	–	–	﹤0.01%	200
2013 Q3	$8K	Hold	239	–	–	﹤0.01%	191
2013 Q2	$7K	Buy	+239	New	+$7.27K	﹤0.01%	195

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nelson Capital Management's MDLZ Position: Q4 2024 in Review

Nelson Capital Management sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 3,113 shares — an estimated $229K sold.

Nelson Capital Management first reported a position in MDLZ in Q2 2013 and held it in 12 quarters. The position peaked at $229K in Q3 2024. 1,996 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

Nelson Capital Management reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
Nelson Capital Management sold 3,113 Mondelez International shares in Q4 2024, an estimated $229K.
Nelson Capital Management first reported a position in Mondelez International in Q2 2013 and held it in 12 quarters.
Nelson Capital Management's Mondelez International position peaked at $229K in Q3 2024.
1,996 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Nelson Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.