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Sheets Smith Wealth Management’s Mondelez International MDLZ Stock Holding History

Sheets Smith 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
Q3 		– Sell
-6,085
Closed -$398K – 388
2024
Q2 		$398K Hold
6,085
– – 0.05% 277
2024
Q1 		$426K Buy
6,085
+2
+0% +$146 0.05% 268
2023
Q4 		$441K Sell
6,083
-5,553
-48% -$381K 0.06% 234
2023
Q3 		$808K Buy
11,636
+2
+0% +$144 0.12% 152
2023
Q2 		$849K Buy
11,634
+1
+0% +$74 0.12% 155
2023
Q1 		$811K Buy
11,633
+2
+0% +$132 0.12% 149
2022
Q4 		$775K Buy
11,631
+2
+0% +$126 0.12% 154
2022
Q3 		$638K Buy
11,629
+204
+2% +$12.7K 0.11% 160
2022
Q2 		$709K Buy
11,425
+1
+0% +$63 0.12% 155
2022
Q1 		$717K Buy
11,424
+4
+0% +$260 0.1% 168
2021
Q4 		$757K Hold
11,420
– – 0.09% 179
2021
Q3 		$664K Hold
11,420
– – 0.09% 188
2021
Q2 		$713K Hold
11,420
– – 0.1% 178
2021
Q1 		$668K Sell
11,420
-375
-3% -$21.2K 0.1% 172
2020
Q4 		$690K Hold
11,795
– – 0.1% 170
2020
Q3 		$678K Hold
11,795
– – 0.12% 154
2020
Q2 		$603K Buy
11,795
+5,555
+89% +$285K 0.12% 141
2020
Q1 		$312K Buy
+6,240
New +$338K 0.07% 205
2014
Q4 		– Sell
-41,243
Closed -$1.41M – 266
2014
Q3 		$1.41M Sell
41,243
-48,000
-54% -$1.75M 0.38% 80
2014
Q2 		$3.36M Buy
89,243
+1,000
+1% +$36.6K 0.9% 33
2014
Q1 		$3.05M Sell
88,243
-14,932
-14% -$510K 0.85% 32
2013
Q4 		$3.64M Hold
103,175
– – 1% 24
2013
Q3 		$3.24M Hold
103,175
– – 1.05% 23
2013
Q2 		$2.94M Buy
+103,175
New +$3.14M 1% 27

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sheets Smith Wealth Management's MDLZ Position: Q3 2024 in Review

Sheets Smith Wealth Management sold out of Mondelez International (MDLZ) in Q3 2024, closing a stake of 6,085 shares — an estimated $398K sold.

Sheets Smith Wealth Management first reported a position in MDLZ in Q2 2013 and held it in 24 quarters. The position peaked at $3.64M in Q4 2013. 1,987 funds tracked by Wall St. Rank hold MDLZ as of Q3 2024.

  • Sheets Smith Wealth Management reported no remaining Mondelez International position as of Q3 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 6,085 Mondelez International shares in Q3 2024, an estimated $398K.
  • Sheets Smith Wealth Management first reported a position in Mondelez International in Q2 2013 and held it in 24 quarters.
  • Sheets Smith Wealth Management's Mondelez International position peaked at $3.64M in Q4 2013.
  • 1,987 funds tracked by Wall St. Rank held Mondelez International as of Q3 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.