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Platte River Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Platte River Wealth Advisors’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 		$403K Sell
5,470
-286
-5% -$20.1K 0.11% 71
2024
Q2 		$377K Hold
5,756
– – 0.11% 73
2024
Q1 		$403K Sell
5,756
-1,000
-15% -$73K 0.11% 72
2023
Q4 		$489K Hold
6,756
– – 0.16% 65
2023
Q3 		$469K Hold
6,756
– – 0.17% 65
2023
Q2 		$493K Buy
6,756
+1,000
+17% +$73.9K 0.17% 64
2023
Q1 		$401K Sell
5,756
-350
-6% -$23.2K 0.15% 65
2022
Q4 		$407K Hold
6,106
– – 0.17% 66
2022
Q3 		$335K Hold
6,106
– – 0.15% 67
2022
Q2 		$379K Hold
6,106
– – 0.16% 64
2022
Q1 		$383K Sell
6,106
-135
-2% -$8.79K 0.14% 70
2021
Q4 		$420K Hold
6,241
– – 0.14% 69
2021
Q3 		$363K Buy
6,241
+481
+8% +$29.9K 0.13% 72
2021
Q2 		$360K Sell
5,760
-16,181
-74% -$997K 0.14% 74
2021
Q1 		$1.29M Sell
21,941
-1,735
-7% -$97.9K 0.53% 39
2020
Q4 		$1.33M Hold
23,676
– – 0.57% 39
2020
Q3 		$1.36M Hold
23,676
– – 0.7% 32
2020
Q2 		$1.22M Buy
+23,676
New +$1.22M 0.67% 37
2019
Q4 		$1.42M Buy
+24,780
New +$1.33M 0.75% 35

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

Platte River Wealth Advisors's MDLZ Position: Q3 2024 in Review

Platte River Wealth Advisors reduced its Mondelez International (MDLZ) stake by 5% in Q3 2024, selling an estimated $20.1K and leaving 5,470 shares worth $403K. The position accounts for 0.11% of the portfolio, ranked #71.

Platte River Wealth Advisors first reported a position in MDLZ in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.42M in Q4 2019. 1,984 funds tracked by Wall St. Rank hold MDLZ as of Q3 2024.

  • Platte River Wealth Advisors held 5,470 shares of Mondelez International worth $403K as of Q3 2024.
  • Platte River Wealth Advisors sold 286 Mondelez International shares in Q3 2024, an estimated $20.1K.
  • Mondelez International made up 0.11% of Platte River Wealth Advisors's portfolio in Q3 2024, its #71 holding.
  • Platte River Wealth Advisors first reported a position in Mondelez International in Q4 2019 and has held it in 19 quarters since.
  • Platte River Wealth Advisors's Mondelez International position peaked at $1.42M in Q4 2019.
  • 1,984 funds tracked by Wall St. Rank held Mondelez International as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.