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Doyle Wealth Management’s Mondelez International MDLZ Stock Holding History

Doyle Wealth Management’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
2021
Q4 		– Sell
-4,357
Closed -$253K – 234
2021
Q3 		$253K Hold
4,357
– – 0.02% 194
2021
Q2 		$272K Buy
4,357
+15
+0.3% +$924 0.02% 189
2021
Q1 		$254K Sell
4,342
-534
-11% -$30.1K 0.02% 187
2020
Q4 		$285K Sell
4,876
-100
-2% -$5.71K 0.03% 172
2020
Q3 		$286K Buy
4,976
+892
+22% +$49.7K 0.03% 154
2020
Q2 		$209K Sell
4,084
-216
-5% -$11.1K 0.03% 171
2020
Q1 		$215K Buy
4,300
+274
+7% +$14.8K 0.03% 167
2019
Q4 		$222K Buy
4,026
+58
+1% +$3.1K 0.03% 196
2019
Q3 		$219K Buy
3,968
+45
+1% +$2.46K 0.03% 185
2019
Q2 		$211K Buy
3,923
+23
+0.6% +$1.19K 0.03% 185
2019
Q1 		$202K Sell
3,900
-83
-2% -$3.81K 0.03% 186
2018
Q4 		$159K Buy
+3,983
New +$170K 0.03% 194

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Doyle Wealth Management's MDLZ Position: Q4 2021 in Review

Doyle Wealth Management sold out of Mondelez International (MDLZ) in Q4 2021, closing a stake of 4,357 shares — an estimated $253K sold.

Doyle Wealth Management first reported a position in MDLZ in Q4 2018 and held it in 12 quarters. The position peaked at $286K in Q3 2020. 1,779 funds tracked by Wall St. Rank hold MDLZ as of Q4 2021.

  • Doyle Wealth Management reported no remaining Mondelez International position as of Q4 2021 after selling out during the quarter.
  • Doyle Wealth Management sold 4,357 Mondelez International shares in Q4 2021, an estimated $253K.
  • Doyle Wealth Management first reported a position in Mondelez International in Q4 2018 and held it in 12 quarters.
  • Doyle Wealth Management's Mondelez International position peaked at $286K in Q3 2020.
  • 1,779 funds tracked by Wall St. Rank held Mondelez International as of Q4 2021.

Based on Doyle Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.