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Axiom Advisory’s Mondelez International MDLZ Stock Holding History

Axiom Advisory’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 		$643K Buy
9,152
+143
+2% +$10.1K 0.01% 203
2024
Q2 		$618K Buy
+9,009
New +$618K 0.01% 201

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Axiom Advisory's MDLZ Position: Q3 2024 in Review

Axiom Advisory increased its Mondelez International (MDLZ) stake by 1.6% in Q3 2024, buying an estimated $10.1K and bringing the position to 9,152 shares worth $643K. The position accounts for 0.01% of the portfolio, ranked #203.

Axiom Advisory first reported a position in MDLZ in Q2 2024 and has held it in 2 quarters since. 1,983 funds tracked by Wall St. Rank hold MDLZ as of Q3 2024.

  • Axiom Advisory held 9,152 shares of Mondelez International worth $643K as of Q3 2024.
  • Axiom Advisory bought 143 Mondelez International shares in Q3 2024, an estimated $10.1K.
  • Mondelez International made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #203 holding.
  • Axiom Advisory first reported a position in Mondelez International in Q2 2024 and has held it in 2 quarters since.
  • 1,983 funds tracked by Wall St. Rank held Mondelez International as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.