1776 Wealth’s Mondelez International MDLZ Stock Holding History

1776 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
2023 Q2	–	Sell	-4,104	Closed	-$286K	–	143
2023 Q1	$286K	Hold	4,104	–	–	0.17%	100
2022 Q4	$274K	Buy	4,104 +4	+0.1%	+$253	0.2%	102
2022 Q3	$225K	Hold	4,100	–	–	0.17%	100
2022 Q2	$254K	Sell	4,100 -164	-4%	-$10.4K	0.18%	100
2022 Q1	$258K	Sell	4,264 -950	-18%	-$61.8K	0.15%	105
2021 Q4	$346K	Buy	5,214 +306	+6%	+$18.9K	0.19%	91
2021 Q3	$286K	Sell	4,908 -631	-11%	-$39.3K	0.16%	99
2021 Q2	$347K	Sell	5,539 -3	-0.1%	-$185	0.2%	86
2021 Q1	$315K	Sell	5,542 -145	-3%	-$8.19K	0.2%	85
2020 Q4	$333K	Buy	5,687 +87	+2%	+$4.97K	0.21%	77
2020 Q3	$321K	Buy	5,600 +94	+2%	+$5.23K	0.23%	67
2020 Q2	$281K	Buy	5,506 +23	+0.4%	+$1.18K	0.19%	80
2020 Q1	$274K	Buy	5,483 +675	+14%	+$36.6K	0.23%	71
2019 Q4	$274K	Buy	+4,808	New	+$257K	0.23%	76

Other funds holding MDLZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

1776 Wealth's MDLZ Position: Q2 2023 in Review

1776 Wealth sold out of Mondelez International (MDLZ) in Q2 2023, closing a stake of 4,104 shares — an estimated $286K sold.

1776 Wealth first reported a position in MDLZ in Q4 2019 and held it in 14 quarters. The position peaked at $347K in Q2 2021. 1,932 funds tracked by Wall St. Rank hold MDLZ as of Q2 2023.

1776 Wealth reported no remaining Mondelez International position as of Q2 2023 after selling out during the quarter.
1776 Wealth sold 4,104 Mondelez International shares in Q2 2023, an estimated $286K.
1776 Wealth first reported a position in Mondelez International in Q4 2019 and held it in 14 quarters.
1776 Wealth's Mondelez International position peaked at $347K in Q2 2021.
1,932 funds tracked by Wall St. Rank held Mondelez International as of Q2 2023.

Based on 1776 Wealth's 13F filing for Q2 2023, filed 2 Aug 2023.