Certified Advisory Corp’s Mondelez International MDLZ Stock Holding History

Certified Advisory Corp’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	-22,124	Closed	-$148K	–	297
2023 Q3	$148K	Buy	22,124 +20,263	+1,089%	+$1.46M	0.03%	233
2023 Q2	$136K	Sell	1,861 -275	-13%	-$20.3K	0.03%	223
2023 Q1	$149K	Buy	+2,136	New	+$141K	0.03%	236
2022 Q3	–	Sell	-36	Closed	-$2K	–	244
2022 Q2	$2K	Sell	36 -1,617	-98%	-$102K	﹤0.01%	219
2022 Q1	$104K	Buy	+1,653	New	+$108K	0.02%	218
2021 Q4	–	Sell	-36	Closed	-$2K	–	242
2021 Q3	$2K	Buy	+36	New	+$2.24K	﹤0.01%	233
2021 Q2	–	Sell	-1,184	Closed	-$69K	–	516
2021 Q1	$69K	Buy	+1,184	New	+$66.8K	0.02%	303
2020 Q2	$60K	Buy	1,174 +4	+0.3%	+$205	0.02%	277
2020 Q1	$59K	Buy	1,170 +3	+0.3%	+$163	0.02%	254
2019 Q4	$64K	Buy	1,167 +4	+0.3%	+$214	0.02%	285
2019 Q3	$64K	Buy	1,163 +3	+0.3%	+$164	0.02%	282
2019 Q2	$63K	Buy	1,160 +3	+0.3%	+$156	0.02%	286
2019 Q1	$58K	Buy	1,157 +4	+0.3%	+$184	0.02%	278
2018 Q4	$46K	Buy	1,153 +4	+0.3%	+$171	0.02%	288
2018 Q3	$50K	Buy	1,149 +3	+0.3%	+$128	0.02%	301
2018 Q2	$47K	Buy	1,146 +190	+20%	+$7.64K	0.03%	291
2018 Q1	$39K	Buy	956 +469	+96%	+$20.4K	0.02%	305
2017 Q4	$20K	Buy	+487	New	+$20.4K	0.01%	373

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Certified Advisory Corp's MDLZ Position: Q4 2023 in Review

Certified Advisory Corp sold out of Mondelez International (MDLZ) in Q4 2023, closing a stake of 22,124 shares — an estimated $148K sold.

Certified Advisory Corp first reported a position in MDLZ in Q4 2017 and held it in 18 quarters. The position peaked at $149K in Q1 2023. 2,000 funds tracked by Wall St. Rank hold MDLZ as of Q4 2023.

Certified Advisory Corp reported no remaining Mondelez International position as of Q4 2023 after selling out during the quarter.
Certified Advisory Corp sold 22,124 Mondelez International shares in Q4 2023, an estimated $148K.
Certified Advisory Corp first reported a position in Mondelez International in Q4 2017 and held it in 18 quarters.
Certified Advisory Corp's Mondelez International position peaked at $149K in Q1 2023.
2,000 funds tracked by Wall St. Rank held Mondelez International as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.