AWM
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Altavista Wealth Management’s Mondelez International MDLZ Stock Holding History

Altavista 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
2021
Q4 		$455K Buy
6,854
+830
+14% +$51.2K 0.09% 129
2021
Q3 		$350K Buy
6,024
+32
+0.5% +$1.99K 0.08% 142
2021
Q2 		$374K Hold
5,992
– – 0.08% 139
2021
Q1 		$351K Hold
5,992
– – 0.09% 133
2020
Q4 		$350K Sell
5,992
-350
-6% -$20K 0.09% 134
2020
Q3 		$364K Sell
6,342
-700
-10% -$39K 0.1% 127
2020
Q2 		$360K Hold
7,042
– – 0.1% 122
2020
Q1 		$353K Hold
7,042
– – 0.12% 114
2019
Q4 		$388K Buy
7,042
+1,222
+21% +$65.4K 0.12% 122
2019
Q3 		$322K Sell
5,820
-473
-8% -$25.9K 0.1% 134
2019
Q2 		$339K Hold
6,293
– – 0.11% 117
2019
Q1 		$314K Hold
6,293
– – 0.11% 119
2018
Q4 		$252K Sell
6,293
-169
-3% -$7.21K 0.1% 130
2018
Q3 		$278K Hold
6,462
– – 0.1% 132
2018
Q2 		$265K Sell
6,462
-609
-9% -$24.5K 0.11% 128
2018
Q1 		$295K Sell
7,071
-181
-2% -$7.86K 0.12% 117
2017
Q4 		$310K Buy
+7,252
New +$304K 0.13% 119
2014
Q3 		– Sell
-15,430
Closed -$580K – 116
2014
Q2 		$580K Sell
15,430
-9,651
-38% -$353K 0.36% 64
2014
Q1 		$867K Sell
25,081
-1,606
-6% -$54.9K 0.53% 54
2013
Q4 		$942K Sell
26,687
-2,136
-7% -$71K 0.57% 52
2013
Q3 		$906K Sell
28,823
-345
-1% -$10.7K 0.59% 53
2013
Q2 		$832K Buy
+29,168
New +$887K 0.56% 56

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altavista Wealth Management's MDLZ Position: Q4 2021 in Review

Altavista Wealth Management increased its Mondelez International (MDLZ) stake by 14% in Q4 2021, buying an estimated $51.2K and bringing the position to 6,854 shares worth $455K. The position accounts for 0.09% of the portfolio, ranked #129.

Altavista Wealth Management first reported a position in MDLZ in Q2 2013 and has held it in 22 quarters since. The position peaked at $942K in Q4 2013. 1,780 funds tracked by Wall St. Rank hold MDLZ as of Q4 2021.

  • Altavista Wealth Management held 6,854 shares of Mondelez International worth $455K as of Q4 2021.
  • Altavista Wealth Management bought 830 Mondelez International shares in Q4 2021, an estimated $51.2K.
  • Mondelez International made up 0.09% of Altavista Wealth Management's portfolio in Q4 2021, its #129 holding.
  • Altavista Wealth Management first reported a position in Mondelez International in Q2 2013 and has held it in 22 quarters since.
  • Altavista Wealth Management's Mondelez International position peaked at $942K in Q4 2013.
  • 1,780 funds tracked by Wall St. Rank held Mondelez International as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.