Schrum Private Wealth Management’s Mondelez International MDLZ Stock Holding History

Schrum Private 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	-3,220	Closed	-$237K	–	154
2024 Q3	$237K	Buy	3,220 +10	+0.3%	+$703	0.12%	155
2024 Q2	$210K	Hold	3,210	–	–	0.19%	122
2024 Q1	$225K	Buy	+3,210	New	+$234K	0.2%	121
2023 Q4	–	Sell	-4,210	Closed	-$292K	–	107
2023 Q3	$292K	Hold	4,210	–	–	0.33%	78
2023 Q2	$307K	Hold	4,210	–	–	0.33%	76
2023 Q1	$294K	Sell	4,210 -33	-0.8%	-$2.19K	0.34%	80
2022 Q4	$283K	Hold	4,243	–	–	0.34%	83
2022 Q3	$233K	Buy	4,243 +50	+1%	+$3.11K	0.29%	98
2022 Q2	$260K	Sell	4,193 -50	-1%	-$3.16K	0.29%	92
2022 Q1	$269K	Sell	4,243 -692	-14%	-$45K	0.27%	97
2021 Q4	$328K	Buy	+4,935	New	+$305K	0.3%	90

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Schrum Private Wealth Management's MDLZ Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 3,220 shares — an estimated $237K sold.

Schrum Private Wealth Management first reported a position in MDLZ in Q4 2021 and held it in 11 quarters. The position peaked at $328K in Q4 2021. 1,996 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

Schrum Private Wealth Management reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
Schrum Private Wealth Management sold 3,220 Mondelez International shares in Q4 2024, an estimated $237K.
Schrum Private Wealth Management first reported a position in Mondelez International in Q4 2021 and held it in 11 quarters.
Schrum Private Wealth Management's Mondelez International position peaked at $328K in Q4 2021.
1,996 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.