Planned Solutions’s Mondelez International MDLZ Stock Holding History

Planned Solutions’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	-1,011	Closed	-$74.5K	–	420
2024 Q3	$74.5K	Buy	+1,011	New	+$71.1K	0.03%	251
2024 Q1	–	Sell	-1,011	Closed	-$73.2K	–	360
2023 Q4	$73.2K	Buy	+1,011	New	+$69.3K	0.03%	229
2021 Q1	–	Sell	-1,275	Closed	-$75K	–	269
2020 Q4	$75K	Hold	1,275	–	–	0.06%	137
2020 Q3	$73K	Buy	+1,275	New	+$71K	0.07%	109

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

Planned Solutions's MDLZ Position: Q4 2024 in Review

Planned Solutions sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 1,011 shares — an estimated $74.5K sold.

Planned Solutions first reported a position in MDLZ in Q3 2020 and held it in 4 quarters. The position peaked at $75K in Q4 2020. 1,992 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

Planned Solutions reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 1,011 Mondelez International shares in Q4 2024, an estimated $74.5K.
Planned Solutions first reported a position in Mondelez International in Q3 2020 and held it in 4 quarters.
Planned Solutions's Mondelez International position peaked at $75K in Q4 2020.
1,992 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.