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DCM Advisors’s Mondelez International MDLZ Stock Holding History

DCM 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
Q2 		– Sell
-3,083
Closed -$215K – 80
2023
Q1 		$215K Sell
3,083
-410
-12% -$27.2K 0.1% 67
2022
Q4 		$233K Sell
3,493
-594
-15% -$37.6K 0.11% 66
2022
Q3 		$224K Sell
4,087
-887
-18% -$55.1K 0.11% 173
2022
Q2 		$309K Sell
4,974
-581
-10% -$36.7K 0.13% 146
2022
Q1 		$349K Buy
5,555
+1,552
+39% +$101K 0.12% 143
2021
Q4 		$265K Buy
+4,003
New +$247K 0.08% 182

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

DCM Advisors's MDLZ Position: Q2 2023 in Review

DCM Advisors sold out of Mondelez International (MDLZ) in Q2 2023, closing a stake of 3,083 shares — an estimated $215K sold.

DCM Advisors first reported a position in MDLZ in Q4 2021 and held it in 6 quarters. The position peaked at $349K in Q1 2022. 1,932 funds tracked by Wall St. Rank hold MDLZ as of Q2 2023.

  • DCM Advisors reported no remaining Mondelez International position as of Q2 2023 after selling out during the quarter.
  • DCM Advisors sold 3,083 Mondelez International shares in Q2 2023, an estimated $215K.
  • DCM Advisors first reported a position in Mondelez International in Q4 2021 and held it in 6 quarters.
  • DCM Advisors's Mondelez International position peaked at $349K in Q1 2022.
  • 1,932 funds tracked by Wall St. Rank held Mondelez International as of Q2 2023.

Based on DCM Advisors's 13F filing for Q2 2023, filed 12 Sep 2023.