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Schechter Investment Advisors’s Mondelez International MDLZ Stock Holding History

Schechter Investment 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
2025
Q1 		$428K Sell
6,304
-330
-5% -$20.3K 0.04% 404
2024
Q4 		$396K Sell
6,634
-2,202
-25% -$146K 0.03% 431
2024
Q3 		$651K Buy
8,836
+156
+2% +$11K 0.05% 343
2024
Q2 		$568K Sell
8,680
-1,025
-11% -$70.3K 0.04% 347
2024
Q1 		$679K Sell
9,705
-118
-1% -$8.61K 0.05% 325
2023
Q4 		$711K Sell
9,823
-10
-0.1% -$685 0.06% 288
2023
Q3 		$682K Buy
9,833
+168
+2% +$12.1K 0.07% 288
2023
Q2 		$705K Buy
9,665
+77
+0.8% +$5.69K 0.06% 315
2023
Q1 		$668K Buy
9,588
+721
+8% +$47.8K 0.06% 344
2022
Q4 		$591K Buy
8,867
+390
+5% +$24.7K 0.05% 460
2022
Q3 		$465K Sell
8,477
-976
-10% -$60.6K 0.05% 538
2022
Q2 		$587K Buy
9,453
+3,583
+61% +$226K 0.06% 479
2022
Q1 		$369K Sell
5,870
-510
-8% -$33.2K 0.03% 628
2021
Q4 		$423K Buy
+6,380
New +$394K 0.04% 568

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schechter Investment Advisors's MDLZ Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Mondelez International (MDLZ) stake by 5% in Q1 2025, selling an estimated $20.3K and leaving 6,304 shares worth $428K. The position accounts for 0.04% of the portfolio, ranked #404.

Schechter Investment Advisors first reported a position in MDLZ in Q4 2021 and has held it in 14 quarters since. The position peaked at $711K in Q4 2023. 1,997 funds tracked by Wall St. Rank hold MDLZ as of Q1 2025.

  • Schechter Investment Advisors held 6,304 shares of Mondelez International worth $428K as of Q1 2025.
  • Schechter Investment Advisors sold 330 Mondelez International shares in Q1 2025, an estimated $20.3K.
  • Mondelez International made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #404 holding.
  • Schechter Investment Advisors first reported a position in Mondelez International in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Mondelez International position peaked at $711K in Q4 2023.
  • 1,997 funds tracked by Wall St. Rank held Mondelez International as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.