Financial Partners Capital Management’s Mondelez International MDLZ Stock Holding History

Financial Partners Capital 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
2022 Q4	$1.48M	Hold	22,249	–	–	0.33%	71
2022 Q3	$1.22M	Hold	22,249	–	–	0.29%	73
2022 Q2	$1.38M	Hold	22,249	–	–	0.3%	76
2022 Q1	$1.4M	Hold	22,249	–	–	0.26%	77
2021 Q4	$1.48M	Hold	22,249	–	–	0.26%	68
2021 Q3	$1.29M	Hold	22,249	–	–	0.24%	70
2021 Q2	$1.39M	Hold	22,249	–	–	0.26%	61
2021 Q1	$1.3M	Hold	22,249	–	–	0.26%	59
2020 Q4	$1.3M	Hold	22,249	–	–	0.3%	55
2020 Q3	$1.28M	Hold	22,249	–	–	0.34%	47
2020 Q2	$1.14M	Hold	22,249	–	–	0.33%	47
2020 Q1	$1.11M	Buy	+22,249	New	+$1.21M	0.36%	50

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Partners Capital Management's MDLZ Position: Q4 2022 in Review

Financial Partners Capital Management held its Mondelez International (MDLZ) position steady in Q4 2022 at 22,249 shares worth $1.48M. The position accounts for 0.33% of the portfolio, ranked #71.

Financial Partners Capital Management first reported a position in MDLZ in Q1 2020 and has held it in 12 quarters since. 1,831 funds tracked by Wall St. Rank hold MDLZ as of Q4 2022.

Financial Partners Capital Management held 22,249 shares of Mondelez International worth $1.48M as of Q4 2022.
Financial Partners Capital Management left its Mondelez International share count unchanged in Q4 2022.
Mondelez International made up 0.33% of Financial Partners Capital Management's portfolio in Q4 2022, its #71 holding.
Financial Partners Capital Management first reported a position in Mondelez International in Q1 2020 and has held it in 12 quarters since.
1,831 funds tracked by Wall St. Rank held Mondelez International as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.