Signals

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☆MDLZ

116 in-universe funds with a nonzero position in MDLZ within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#7491
Score / z0.000 / -0.03
Consensus36.06 over 69 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,601.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,536.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 855.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 570.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 306.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 294.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 176.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 149.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 85.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 68.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 43.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 38.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 37.3 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 33.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 29.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 28.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 28.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 22.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 19.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 16.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 12.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 11.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 11.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 9.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 9.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 7.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers National Bank CIK 0001632966 0.440 180 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 1.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AMERICAN ASSETS INC CIK 0000885118 0.855 12 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.8 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.6 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just MDLZ). Qtrs Held counts distinct quarters this fund has actually held MDLZ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MDLZ position size. Δ columns are the percentage-point change in MDLZ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status