RIM
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Rockbridge Investment Management’s Mondelez International MDLZ Stock Holding History

Rockbridge Investment 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
Q1 		– Sell
-1,460
Closed -$106K – 416
2023
Q4 		$106K Buy
+1,460
New +$100K 0.02% 172
2022
Q3 		– Sell
-222
Closed -$13.8K – 395
2022
Q2 		$13.8K Sell
222
-198
-47% -$12.5K ﹤0.01% 337
2022
Q1 		$26.7K Sell
420
-2,185
-84% -$142K ﹤0.01% 382
2021
Q4 		$173K Hold
2,605
– – 0.03% 193
2021
Q3 		$152K Hold
2,605
– – 0.03% 186
2021
Q2 		$163K Buy
2,605
+107
+4% +$6.59K 0.03% 173
2021
Q1 		$146K Sell
2,498
-1,528
-38% -$86.3K 0.03% 172
2020
Q4 		$235K Hold
4,026
– – 0.05% 125
2020
Q3 		$231K Buy
4,026
+2,175
+118% +$121K 0.05% 119
2020
Q2 		$95K Buy
+1,851
New +$95.1K 0.02% 175

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return