WR Wealth Planners’s Mondelez International MDLZ Stock Holding History

WR Wealth Planners’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	$150K	Sell	2,505 -741	-23%	-$49K	0.05%	182
2024 Q3	$239K	Buy	3,246 +351	+12%	+$24.7K	0.07%	162
2024 Q2	$189K	Buy	2,895 +85	+3%	+$5.83K	0.06%	176
2024 Q1	$197K	Buy	+2,810	New	+$205K	0.06%	173
2023 Q4	–	Sell	-2,672	Closed	-$185K	–	584
2023 Q3	$185K	Buy	2,672 +4	+0.1%	+$288	0.07%	179
2023 Q2	$195K	Sell	2,668 -100	-4%	-$7.39K	0.08%	173
2023 Q1	$193K	Buy	2,768 +1,916	+225%	+$127K	0.08%	158
2022 Q4	$56.8K	Hold	852	–	–	0.04%	164
2022 Q3	$46.7K	Hold	852	–	–	0.03%	167
2022 Q2	$52.9K	Hold	852	–	–	0.03%	164
2022 Q1	$53.5K	Buy	+852	New	+$55.5K	0.03%	168

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

Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's MDLZ Position: Q4 2024 in Review

WR Wealth Planners reduced its Mondelez International (MDLZ) stake by 23% in Q4 2024, selling an estimated $49K and leaving 2,505 shares worth $150K. The position accounts for 0.05% of the portfolio, ranked #182.

WR Wealth Planners first reported a position in MDLZ in Q1 2022 and has held it in 11 quarters since. The position peaked at $239K in Q3 2024. 1,993 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

WR Wealth Planners held 2,505 shares of Mondelez International worth $150K as of Q4 2024.
WR Wealth Planners sold 741 Mondelez International shares in Q4 2024, an estimated $49K.
Mondelez International made up 0.05% of WR Wealth Planners's portfolio in Q4 2024, its #182 holding.
WR Wealth Planners first reported a position in Mondelez International in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Mondelez International position peaked at $239K in Q3 2024.
1,993 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.