Shum Financial Group’s Mondelez International MDLZ Stock Holding History

Shum Financial Group’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	$201K	Buy	+2,966	New	+$183K	0.17%	89

Other funds holding MDLZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shum Financial Group's MDLZ Position: Q1 2025 in Review

Shum Financial Group opened a new position in Mondelez International (MDLZ) in Q1 2025: 2,966 shares worth $201K. The stake represents 0.17% of the portfolio and ranks #89 among its holdings.

1,997 funds tracked by Wall St. Rank hold MDLZ as of Q1 2025.

Shum Financial Group held 2,966 shares of Mondelez International worth $201K as of Q1 2025.
Mondelez International was a new Shum Financial Group position in Q1 2025.
Mondelez International made up 0.17% of Shum Financial Group's portfolio in Q1 2025, its #89 holding.
1,997 funds tracked by Wall St. Rank held Mondelez International as of Q1 2025.

Based on Shum Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.