Partnership Wealth Management’s Mondelez International MDLZ Stock Holding History

Partnership 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 Q4	–	Sell	-1,447	Closed	-$107K	–	135
2024 Q3	$107K	Buy	1,447 +4	+0.3%	+$281	0.08%	91
2024 Q2	$94.4K	Buy	1,443 +5	+0.3%	+$343	0.07%	118
2024 Q1	$101K	Hold	1,438	–	–	0.07%	119
2023 Q4	$108K	Buy	+1,438	New	+$98.5K	0.08%	118

Other funds holding MDLZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Partnership Wealth Management's MDLZ Position: Q4 2024 in Review

Partnership Wealth Management sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 1,447 shares — an estimated $107K sold.

Partnership Wealth Management first reported a position in MDLZ in Q4 2023 and held it in 4 quarters. The position peaked at $108K in Q4 2023. 1,992 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

Partnership Wealth Management reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
Partnership Wealth Management sold 1,447 Mondelez International shares in Q4 2024, an estimated $107K.
Partnership Wealth Management first reported a position in Mondelez International in Q4 2023 and held it in 4 quarters.
Partnership Wealth Management's Mondelez International position peaked at $108K in Q4 2023.
1,992 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.