HC Financial Advisors’s Mondelez International MDLZ Stock Holding History

HC Financial 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
2022 Q2	$1.53M	Sell	24,601 -1,049	-4%	-$66.3K	1.02%	39
2022 Q1	$1.61M	Sell	25,650 -200	-0.8%	-$13K	0.96%	39
2021 Q4	$1.71M	Buy	25,850 +758	+3%	+$46.8K	0.95%	41
2021 Q3	$1.46M	Buy	25,092 +2,398	+11%	+$149K	0.88%	44
2021 Q2	$1.42M	Buy	22,694 +183	+0.8%	+$11.3K	0.83%	45
2021 Q1	$1.32M	Buy	22,511 +3,925	+21%	+$222K	0.8%	44
2020 Q4	$1.09M	Buy	18,586 +447	+2%	+$25.5K	0.7%	49
2020 Q3	$1.04M	Hold	18,139	–	–	0.75%	46
2020 Q2	$927K	Buy	18,139 +3,422	+23%	+$176K	0.72%	49
2020 Q1	$737K	Buy	14,717 +8,117	+123%	+$440K	0.66%	48
2019 Q4	$364K	Buy	+6,600	New	+$353K	0.29%	64

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

HC Financial Advisors's MDLZ Position: Q2 2022 in Review

HC Financial Advisors reduced its Mondelez International (MDLZ) stake by 4.1% in Q2 2022, selling an estimated $66.3K and leaving 24,601 shares worth $1.53M. The position accounts for 1.02% of the portfolio, ranked #39.

HC Financial Advisors first reported a position in MDLZ in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.71M in Q4 2021. 1,772 funds tracked by Wall St. Rank hold MDLZ as of Q2 2022.

HC Financial Advisors held 24,601 shares of Mondelez International worth $1.53M as of Q2 2022.
HC Financial Advisors sold 1,049 Mondelez International shares in Q2 2022, an estimated $66.3K.
Mondelez International made up 1.02% of HC Financial Advisors's portfolio in Q2 2022, its #39 holding.
HC Financial Advisors first reported a position in Mondelez International in Q4 2019 and has held it in 11 quarters since.
HC Financial Advisors's Mondelez International position peaked at $1.71M in Q4 2021.
1,772 funds tracked by Wall St. Rank held Mondelez International as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.