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Royal Capital Wealth Management’s Mondelez International MDLZ Stock Holding History

Royal Capital 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
-5,938
Closed -$437K – 92
2024
Q3 		$437K Buy
5,938
+23
+0.4% +$1.62K 0.31% 52
2024
Q2 		$387K Sell
5,915
-847
-13% -$58.1K 0.29% 54
2024
Q1 		$473K Sell
6,762
-125
-2% -$9.12K 0.37% 50
2023
Q4 		$499K Buy
6,887
+30
+0.4% +$2.06K 0.43% 45
2023
Q3 		$476K Buy
6,857
+23
+0.3% +$1.66K 0.46% 42
2023
Q2 		$498K Buy
6,834
+23
+0.3% +$1.7K 0.47% 41
2023
Q1 		$475K Buy
6,811
+25
+0.4% +$1.66K 0.48% 42
2022
Q4 		$452K Buy
6,786
+28
+0.4% +$1.77K 0.48% 40
2022
Q3 		$371K Buy
6,758
+24
+0.4% +$1.49K 0.43% 53
2022
Q2 		$418K Buy
6,734
+23
+0.3% +$1.45K 0.45% 51
2022
Q1 		$421K Buy
6,711
+22
+0.3% +$1.43K 0.41% 57
2021
Q4 		$444K Buy
+6,689
New +$413K 0.43% 57

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Royal Capital Wealth Management's MDLZ Position: Q4 2024 in Review

Royal Capital Wealth Management sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 5,938 shares — an estimated $437K sold.

Royal Capital Wealth Management first reported a position in MDLZ in Q4 2021 and held it in 12 quarters. The position peaked at $499K in Q4 2023. 1,996 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

  • Royal Capital Wealth Management reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
  • Royal Capital Wealth Management sold 5,938 Mondelez International shares in Q4 2024, an estimated $437K.
  • Royal Capital Wealth Management first reported a position in Mondelez International in Q4 2021 and held it in 12 quarters.
  • Royal Capital Wealth Management's Mondelez International position peaked at $499K in Q4 2023.
  • 1,996 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Royal Capital Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.