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Carolina Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Carolina Wealth 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
2023
Q4 		– Sell
-1,038
Closed -$72K – 261
2023
Q3 		$72K Buy
+1,038
New +$74.8K 0.04% 104

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Carolina Wealth Advisors's MDLZ Position: Q4 2023 in Review

Carolina Wealth Advisors sold out of Mondelez International (MDLZ) in Q4 2023, closing a stake of 1,038 shares — an estimated $72K sold.

Carolina Wealth Advisors first reported a position in MDLZ in Q3 2023 and held it in 1 quarter. The position peaked at $72K in Q3 2023. 1,999 funds tracked by Wall St. Rank hold MDLZ as of Q4 2023.

  • Carolina Wealth Advisors reported no remaining Mondelez International position as of Q4 2023 after selling out during the quarter.
  • Carolina Wealth Advisors sold 1,038 Mondelez International shares in Q4 2023, an estimated $72K.
  • Carolina Wealth Advisors first reported a position in Mondelez International in Q3 2023 and held it in 1 quarter.
  • Carolina Wealth Advisors's Mondelez International position peaked at $72K in Q3 2023.
  • 1,999 funds tracked by Wall St. Rank held Mondelez International as of Q4 2023.

Based on Carolina Wealth Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.