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Pacific Sun Financial’s Mondelez International MDLZ Stock Holding History

Pacific Sun Financial’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
-2,863
Closed -$211K – 186
2024
Q3 		$211K Buy
+2,863
New +$201K 0.12% 179
2024
Q2 		– Sell
-2,963
Closed -$207K – 180
2024
Q1 		$207K Hold
2,963
– – 0.12% 173
2023
Q4 		$215K Hold
2,963
– – 0.14% 164
2023
Q3 		$206K Hold
2,963
– – 0.14% 166
2023
Q2 		$207K Buy
+2,963
New +$219K 0.14% 169
2022
Q1 		– Sell
-3,063
Closed -$203K – 187
2021
Q4 		$203K Buy
+3,063
New +$189K 0.11% 176

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

Pacific Sun Financial's MDLZ Position: Q4 2024 in Review

Pacific Sun Financial sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 2,863 shares — an estimated $211K sold.

Pacific Sun Financial first reported a position in MDLZ in Q4 2021 and held it in 6 quarters. The position peaked at $215K in Q4 2023. 1,993 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

  • Pacific Sun Financial reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
  • Pacific Sun Financial sold 2,863 Mondelez International shares in Q4 2024, an estimated $211K.
  • Pacific Sun Financial first reported a position in Mondelez International in Q4 2021 and held it in 6 quarters.
  • Pacific Sun Financial's Mondelez International position peaked at $215K in Q4 2023.
  • 1,993 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Pacific Sun Financial's 13F filing for Q4 2024, filed 3 Feb 2025.