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Buckingham Strategic Wealth’s Mondelez International MDLZ Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$1.11M Buy
16,998
+1,156
+7% +$79.3K 0.01% 320
2024
Q1 		$1.11M Sell
15,842
-285
-2% -$20.8K 0.01% 317
2023
Q4 		$1.17M Buy
16,127
+417
+3% +$28.6K 0.01% 303
2023
Q3 		$1.09M Buy
15,710
+1,373
+10% +$98.9K 0.02% 282
2023
Q2 		$1.05M Buy
14,337
+3,397
+31% +$251K 0.01% 293
2023
Q1 		$729K Hold
10,940
– – 0.01% 314
2022
Q4 		$729K Sell
10,940
-228
-2% -$14.4K 0.01% 316
2022
Q3 		$612K Buy
11,168
+346
+3% +$21.5K 0.01% 326
2022
Q2 		$672K Sell
10,822
-428
-4% -$27K 0.01% 315
2022
Q1 		$706K Buy
11,250
+198
+2% +$12.9K 0.01% 305
2021
Q4 		$733K Buy
11,052
+309
+3% +$19.1K 0.01% 300
2021
Q3 		$625K Buy
10,743
+226
+2% +$14.1K 0.01% 317
2021
Q2 		$657K Sell
10,517
-424
-4% -$26.1K 0.02% 304
2021
Q1 		$640K Sell
10,941
-295
-3% -$16.7K 0.03% 282
2020
Q4 		$657K Buy
11,236
+437
+4% +$25K 0.03% 276
2020
Q3 		$620K Buy
10,799
+1,916
+22% +$107K 0.05% 232
2020
Q2 		$454K Sell
8,883
-4,238
-32% -$218K 0.04% 234
2020
Q1 		$657K Buy
13,121
+1,055
+9% +$57.1K 0.06% 223
2019
Q4 		$665K Buy
12,066
+41
+0.3% +$2.19K 0.06% 206
2019
Q3 		$665K Sell
12,025
-1,235
-9% -$67.6K 0.07% 192
2019
Q2 		$715K Sell
13,260
-690
-5% -$35.8K 0.08% 194
2019
Q1 		$696K Buy
13,950
+481
+4% +$22.1K 0.09% 175
2018
Q4 		$539K Sell
13,469
-988
-7% -$42.1K 0.08% 173
2018
Q3 		$621K Sell
14,457
-373
-3% -$15.9K 0.1% 165
2018
Q2 		$608K Buy
14,830
+4,351
+42% +$175K 0.1% 162
2018
Q1 		$437K Buy
10,479
+1,714
+20% +$74.4K 0.09% 183
2017
Q4 		$375K Buy
8,765
+417
+5% +$17.5K 0.08% 202
2017
Q3 		$339K Sell
8,348
-643
-7% -$27.3K 0.08% 208
2017
Q2 		$388K Buy
+8,991
New +$405K 0.09% 187
2016
Q4 		– Sell
-4,816
Closed -$211K – 236
2016
Q3 		$211K Buy
4,816
+58
+1% +$2.54K 0.07% 210
2016
Q2 		$217K Buy
+4,758
New +$207K 0.07% 208

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Buckingham Strategic Wealth's MDLZ Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Mondelez International (MDLZ) stake by 7.3% in Q2 2024, buying an estimated $79.3K and bringing the position to 16,998 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #320.

Buckingham Strategic Wealth first reported a position in MDLZ in Q2 2016 and has held it in 31 quarters since. The position peaked at $1.17M in Q4 2023. 1,966 funds tracked by Wall St. Rank hold MDLZ as of Q2 2024.

  • Buckingham Strategic Wealth held 16,998 shares of Mondelez International worth $1.11M as of Q2 2024.
  • Buckingham Strategic Wealth bought 1,156 Mondelez International shares in Q2 2024, an estimated $79.3K.
  • Mondelez International made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #320 holding.
  • Buckingham Strategic Wealth first reported a position in Mondelez International in Q2 2016 and has held it in 31 quarters since.
  • Buckingham Strategic Wealth's Mondelez International position peaked at $1.17M in Q4 2023.
  • 1,966 funds tracked by Wall St. Rank held Mondelez International as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.