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BDO Wealth Advisors’s Mondelez International MDLZ Stock Holding History

BDO Wealth Advisors’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 		$61.7K Buy
846
+181
+27% +$13.4K 0.01% 402
2023
Q1 		$46.4K Hold
665
– – 0.01% 432
2022
Q4 		$44.3K Buy
665
+1
+0.2% +$63 0.01% 433
2022
Q3 		$36K Buy
664
+1
+0.2% +$62 ﹤0.01% 462
2022
Q2 		$41K Hold
663
– – 0.01% 440
2022
Q1 		$42K Buy
663
+1
+0.2% +$65 ﹤0.01% 467
2021
Q4 		$44K Sell
662
-863
-57% -$53.3K ﹤0.01% 466
2021
Q3 		$89K Sell
1,525
-159
-9% -$9.89K 0.01% 368
2021
Q2 		$105K Sell
1,684
-179
-10% -$11K 0.01% 364
2021
Q1 		$109K Sell
1,863
-251
-12% -$14.2K 0.01% 350
2020
Q4 		$124K Buy
2,114
+337
+19% +$19.3K 0.02% 270
2020
Q3 		$102K Sell
1,777
-123
-6% -$6.85K 0.02% 267
2020
Q2 		$97K Buy
1,900
+1
+0.1% +$51 0.02% 273
2020
Q1 		$95K Buy
1,899
+809
+74% +$43.8K 0.02% 276
2019
Q4 		$60K Sell
1,090
-115
-10% -$6.15K 0.02% 286
2019
Q3 		$67K Buy
1,205
+1
+0.1% +$55 0.02% 284
2019
Q2 		$65K Sell
1,204
-47
-4% -$2.44K 0.02% 280
2019
Q1 		$62K Buy
1,251
+1
+0.1% +$46 0.02% 260
2018
Q4 		$50K Hold
1,250
– – 0.02% 260
2018
Q3 		$54K Buy
1,250
+1
+0.1% +$43 0.02% 285
2018
Q2 		$51K Buy
1,249
+984
+371% +$39.5K 0.02% 299
2018
Q1 		$11K Sell
265
-127
-32% -$5.52K ﹤0.01% 387
2017
Q4 		$17K Buy
392
+179
+84% +$7.52K 0.01% 289
2017
Q3 		$9K Sell
213
-151
-41% -$6.41K ﹤0.01% 314
2017
Q2 		$16K Buy
+364
New +$16.4K 0.01% 324

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

BDO Wealth Advisors's MDLZ Position: Q2 2023 in Review

BDO Wealth Advisors increased its Mondelez International (MDLZ) stake by 27% in Q2 2023, buying an estimated $13.4K and bringing the position to 846 shares worth $61.7K. The position accounts for 0.01% of the portfolio, ranked #402.

BDO Wealth Advisors first reported a position in MDLZ in Q2 2017 and has held it in 25 quarters since. The position peaked at $124K in Q4 2020. 1,932 funds tracked by Wall St. Rank hold MDLZ as of Q2 2023.

  • BDO Wealth Advisors held 846 shares of Mondelez International worth $61.7K as of Q2 2023.
  • BDO Wealth Advisors bought 181 Mondelez International shares in Q2 2023, an estimated $13.4K.
  • Mondelez International made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #402 holding.
  • BDO Wealth Advisors first reported a position in Mondelez International in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Mondelez International position peaked at $124K in Q4 2020.
  • 1,932 funds tracked by Wall St. Rank held Mondelez International as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.