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Planning Capital Management Corporation’s Mondelez International MDLZ Stock Holding History

Planning Capital Management Corporation’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
Q3 		$25.3K Sell
343
-108
-24% -$7.59K 0.02% 257
2024
Q2 		$29.5K Hold
451
– – 0.02% 237
2024
Q1 		$31.6K Buy
451
+34
+8% +$2.48K 0.02% 230
2023
Q4 		$30.2K Buy
+417
New +$28.6K 0.02% 235

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Planning Capital Management Corporation's MDLZ Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Mondelez International (MDLZ) stake by 24% in Q3 2024, selling an estimated $7.59K and leaving 343 shares worth $25.3K. The position accounts for 0.02% of the portfolio, ranked #257.

Planning Capital Management Corporation first reported a position in MDLZ in Q4 2023 and has held it in 4 quarters since. The position peaked at $31.6K in Q1 2024. 1,984 funds tracked by Wall St. Rank hold MDLZ as of Q3 2024.

  • Planning Capital Management Corporation held 343 shares of Mondelez International worth $25.3K as of Q3 2024.
  • Planning Capital Management Corporation sold 108 Mondelez International shares in Q3 2024, an estimated $7.59K.
  • Mondelez International made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #257 holding.
  • Planning Capital Management Corporation first reported a position in Mondelez International in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Mondelez International position peaked at $31.6K in Q1 2024.
  • 1,984 funds tracked by Wall St. Rank held Mondelez International as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.