SRH Advisors’s Mondelez International MDLZ Stock Holding History

SRH 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 Q2	–	Sell	-500	Closed	-$33.9K	–	274
2025 Q1	$33.9K	Hold	500	–	–	0.01%	142
2024 Q4	$29.9K	Hold	500	–	–	0.01%	146
2024 Q3	$36.8K	Hold	500	–	–	0.01%	137
2024 Q2	$32.7K	Hold	500	–	–	0.01%	140
2024 Q1	$35K	Hold	500	–	–	0.01%	142
2023 Q4	$36.2K	Hold	500	–	–	0.01%	141
2023 Q3	$34.7K	Hold	500	–	–	0.02%	136
2023 Q2	$34.9K	Hold	500	–	–	0.02%	130
2023 Q1	$35K	Hold	500	–	–	0.02%	130
2022 Q4	$33K	Hold	500	–	–	0.02%	136
2022 Q3	$27K	Hold	500	–	–	0.04%	150
2022 Q2	$31K	Sell	500 -500	-50%	-$31.6K	0.04%	142
2022 Q1	$63K	Hold	1,000	–	–	0.07%	118
2021 Q4	$66K	Hold	1,000	–	–	0.08%	120
2021 Q3	$58K	Hold	1,000	–	–	0.07%	119
2021 Q2	$62K	Hold	1,000	–	–	0.08%	112
2021 Q1	$59K	Hold	1,000	–	–	0.08%	102
2020 Q4	$58K	Hold	1,000	–	–	0.1%	96
2020 Q3	$57K	Buy	+1,000	New	+$55.7K	0.11%	95

Other funds holding MDLZ

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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 New York $1.66T AUM 25.57% 1-Year Est. Return