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SkyOak Wealth’s Mondelez International MDLZ Stock Holding History

SkyOak Wealth’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
-2,858
Closed -$211K – 273
2024
Q3 		$211K Buy
+2,858
New +$201K 0.05% 218
2024
Q2 		– Sell
-2,954
Closed -$207K – 259
2024
Q1 		$207K Sell
2,954
-408
-12% -$29.8K 0.05% 227
2023
Q4 		$244K Sell
3,362
-234
-7% -$16K 0.06% 208
2023
Q3 		$250K Sell
3,596
-35
-1% -$2.52K 0.07% 191
2023
Q2 		$265K Hold
3,631
– – 0.07% 186
2023
Q1 		$253K Buy
3,631
+358
+11% +$23.7K 0.08% 186
2022
Q4 		$218K Buy
+3,273
New +$207K 0.07% 194
2022
Q3 		– Sell
-3,273
Closed -$203K – 229
2022
Q2 		$203K Buy
3,273
+35
+1% +$2.21K 0.07% 193
2022
Q1 		$203K Hold
3,238
– – 0.06% 223
2021
Q4 		$215K Buy
+3,238
New +$200K 0.05% 220

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

SkyOak Wealth's MDLZ Position: Q4 2024 in Review

SkyOak Wealth sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 2,858 shares — an estimated $211K sold.

SkyOak Wealth first reported a position in MDLZ in Q4 2021 and held it in 10 quarters. The position peaked at $265K in Q2 2023. 1,996 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

  • SkyOak Wealth reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
  • SkyOak Wealth sold 2,858 Mondelez International shares in Q4 2024, an estimated $211K.
  • SkyOak Wealth first reported a position in Mondelez International in Q4 2021 and held it in 10 quarters.
  • SkyOak Wealth's Mondelez International position peaked at $265K in Q2 2023.
  • 1,996 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on SkyOak Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.