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Buttonwood Financial Advisors’s Mondelez International MDLZ Stock Holding History

Buttonwood Financial 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
2024
Q2 		– Sell
-3,400
Closed -$238K – 104
2024
Q1 		$238K Hold
3,400
– – 0.11% 95
2023
Q4 		$246K Sell
3,400
-235
-6% -$16.1K 0.13% 93
2023
Q3 		$252K Hold
3,635
– – 0.16% 94
2023
Q2 		$265K Hold
3,635
– – 0.17% 89
2023
Q1 		$253K Hold
3,635
– – 0.2% 67
2022
Q4 		$242K Hold
3,635
– – 0.2% 69
2022
Q3 		$210K Buy
3,635
+235
+7% +$14.6K 0.19% 68
2022
Q2 		$211K Buy
+3,400
New +$215K 0.19% 70

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Buttonwood Financial Advisors's MDLZ Position: Q2 2024 in Review

Buttonwood Financial Advisors sold out of Mondelez International (MDLZ) in Q2 2024, closing a stake of 3,400 shares — an estimated $238K sold.

Buttonwood Financial Advisors first reported a position in MDLZ in Q2 2022 and held it in 8 quarters. The position peaked at $265K in Q2 2023. 1,962 funds tracked by Wall St. Rank hold MDLZ as of Q2 2024.

  • Buttonwood Financial Advisors reported no remaining Mondelez International position as of Q2 2024 after selling out during the quarter.
  • Buttonwood Financial Advisors sold 3,400 Mondelez International shares in Q2 2024, an estimated $238K.
  • Buttonwood Financial Advisors first reported a position in Mondelez International in Q2 2022 and held it in 8 quarters.
  • Buttonwood Financial Advisors's Mondelez International position peaked at $265K in Q2 2023.
  • 1,962 funds tracked by Wall St. Rank held Mondelez International as of Q2 2024.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.