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CA
Calton & Associates’s
Mondelez International
MDLZ
Stock Holding History
Calton & Associates’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
2022
Q1
–
Sell
-3,721
Closed
-$246K
–
390
2021
Q4
$246K
Sell
3,721
-291
-7%
-$18K
0.07%
310
2021
Q3
$233K
Sell
4,012
-1,122
-22%
-$69.8K
0.05%
345
2021
Q2
$321K
Sell
5,134
-331
-6%
-$20.4K
0.06%
289
2021
Q1
$320K
Sell
5,465
-86
-2%
-$4.86K
0.06%
269
2020
Q4
$325K
Buy
5,551
+109
+2%
+$6.23K
0.06%
246
2020
Q3
$313K
Buy
5,442
+828
+18%
+$46.1K
0.06%
231
2020
Q2
$236K
Buy
+4,614
New
+$237K
0.05%
265
2020
Q1
–
Sell
-4,190
Closed
-$231K
–
350
2019
Q4
$231K
Buy
4,190
+122
+3%
+$6.53K
0.05%
307
2019
Q3
$225K
Sell
4,068
-347
-8%
-$19K
0.05%
293
2019
Q2
$238K
Buy
4,415
+237
+6%
+$12.3K
0.07%
231
2019
Q1
$209K
Buy
+4,178
New
+$192K
0.06%
238
2018
Q2
–
Sell
-6,320
Closed
-$264K
–
351
2018
Q1
$264K
Sell
6,320
-6,713
-52%
-$292K
0.08%
262
2017
Q4
$579K
Buy
+13,033
New
+$547K
0.15%
133
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1-Year Est. Return
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1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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