BerganKDV Wealth Management’s Mondelez International MDLZ Stock Holding History

BerganKDV 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
2023 Q2	$57.5K	Sell	789 -188	-19%	-$13.9K	0.01%	361
2023 Q1	$68.1K	Buy	977 +325	+50%	+$21.5K	0.01%	357
2022 Q4	$43.4K	Sell	652 -2	-0.3%	-$126	﹤0.01%	389
2022 Q3	$36K	Sell	654 -432	-40%	-$26.8K	﹤0.01%	407
2022 Q2	$67K	Sell	1,086 -1	-0.1%	-$63	0.01%	354
2022 Q1	$68K	Sell	1,087 -424	-28%	-$27.6K	0.01%	360
2021 Q4	$100K	Buy	1,511 +562	+59%	+$34.7K	0.01%	334
2021 Q3	$55K	Sell	949 -200	-17%	-$12.4K	0.01%	387
2021 Q2	$72K	Buy	1,149 +201	+21%	+$12.4K	0.01%	345
2021 Q1	$56K	Sell	948 -345	-27%	-$19.5K	0.01%	354
2020 Q4	$76K	Buy	1,293 +18	+1%	+$1.03K	0.01%	308
2020 Q3	$73K	Sell	1,275 -100	-7%	-$5.57K	0.01%	296
2020 Q2	$70K	Buy	1,375 +9	+0.7%	+$462	0.01%	314
2020 Q1	$68K	Buy	1,366 +23	+2%	+$1.25K	0.01%	289
2019 Q4	$74K	Buy	1,343 +169	+14%	+$9.04K	0.01%	305
2019 Q3	$65K	Sell	1,174 -255	-18%	-$14K	0.01%	303
2019 Q2	$77K	Hold	1,429	–	–	0.02%	288
2019 Q1	$71K	Hold	1,429	–	–	0.01%	310
2018 Q4	$57K	Hold	1,429	–	–	0.01%	291
2018 Q3	$61K	Hold	1,429	–	–	0.01%	299
2018 Q2	$59K	Buy	+1,429	New	+$57.4K	0.01%	301

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

BerganKDV Wealth Management's MDLZ Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Mondelez International (MDLZ) stake by 19% in Q2 2023, selling an estimated $13.9K and leaving 789 shares worth $57.5K. The position accounts for 0.01% of the portfolio, ranked #361.

BerganKDV Wealth Management first reported a position in MDLZ in Q2 2018 and has held it in 21 quarters since. The position peaked at $100K in Q4 2021. 1,932 funds tracked by Wall St. Rank hold MDLZ as of Q2 2023.

BerganKDV Wealth Management held 789 shares of Mondelez International worth $57.5K as of Q2 2023.
BerganKDV Wealth Management sold 188 Mondelez International shares in Q2 2023, an estimated $13.9K.
Mondelez International made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #361 holding.
BerganKDV Wealth Management first reported a position in Mondelez International in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Mondelez International position peaked at $100K in Q4 2021.
1,932 funds tracked by Wall St. Rank held Mondelez International as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.