BCMIO
MDLZ icon

Beacon Capital Management Inc (Ohio)’s Mondelez International MDLZ Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2020
Q2 		– Sell
-40
Closed -$2K – 87
2020
Q1 		$2K Buy
+40
New +$2.17K ﹤0.01% 70
2018
Q2 		– Sell
-82
Closed -$3.29K – 86
2018
Q1 		$3K Buy
+82
New +$3.56K ﹤0.01% 64

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
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s MDLZ Position: Q2 2020 in Review

Beacon Capital Management Inc (Ohio) sold out of Mondelez International (MDLZ) in Q2 2020, closing a stake of 40 shares — an estimated $2K sold.

Beacon Capital Management Inc (Ohio) first reported a position in MDLZ in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 1,552 funds tracked by Wall St. Rank hold MDLZ as of Q2 2020.

  • Beacon Capital Management Inc (Ohio) reported no remaining Mondelez International position as of Q2 2020 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 40 Mondelez International shares in Q2 2020, an estimated $2K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Mondelez International in Q1 2018 and held it in 2 quarters.
  • Beacon Capital Management Inc (Ohio)'s Mondelez International position peaked at $3K in Q1 2018.
  • 1,552 funds tracked by Wall St. Rank held Mondelez International as of Q2 2020.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2020, filed 16 Jul 2020.