Western Pacific Wealth Management’s Mondelez International MDLZ Stock Holding History

Western Pacific 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	-1,492	Closed	-$97.6K	–	259
2024 Q2	$97.6K	Hold	1,492	–	–	0.07%	102
2024 Q1	$104K	Buy	1,492 +106	+8%	+$7.74K	0.08%	97
2023 Q4	$100K	Buy	1,386 +190	+16%	+$13K	0.07%	87
2023 Q3	$83K	Hold	1,196	–	–	0.07%	98
2023 Q2	$87.2K	Hold	1,196	–	–	0.07%	92
2023 Q1	$83.4K	Hold	1,196	–	–	0.06%	96
2022 Q4	$79.7K	Buy	1,196 +443	+59%	+$28K	0.07%	92
2022 Q3	$41K	Buy	+753	New	+$46.8K	0.04%	117

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Western Pacific Wealth Management's MDLZ Position: Q3 2024 in Review

Western Pacific Wealth Management sold out of Mondelez International (MDLZ) in Q3 2024, closing a stake of 1,492 shares — an estimated $97.6K sold.

Western Pacific Wealth Management first reported a position in MDLZ in Q3 2022 and held it in 8 quarters. The position peaked at $104K in Q1 2024. 1,984 funds tracked by Wall St. Rank hold MDLZ as of Q3 2024.

Western Pacific Wealth Management reported no remaining Mondelez International position as of Q3 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 1,492 Mondelez International shares in Q3 2024, an estimated $97.6K.
Western Pacific Wealth Management first reported a position in Mondelez International in Q3 2022 and held it in 8 quarters.
Western Pacific Wealth Management's Mondelez International position peaked at $104K in Q1 2024.
1,984 funds tracked by Wall St. Rank held Mondelez International as of Q3 2024.

Based on Western Pacific Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.