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Institutional & Family Asset Management’s Mondelez International MDLZ Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$96.1K Sell
1,469
-119
-7% -$8.16K 0.01% 189
2024
Q1 		$111K Sell
1,588
-66
-4% -$4.82K 0.02% 177
2023
Q4 		$120K Buy
1,654
+4
+0.2% +$274 0.02% 175
2023
Q3 		$115K Buy
1,650
+3
+0.2% +$216 0.02% 165
2023
Q2 		$120K Sell
1,647
-16
-1% -$1.18K 0.02% 165
2023
Q1 		$116K Buy
1,663
+3
+0.2% +$199 0.02% 162
2022
Q4 		$111K Buy
1,660
+4
+0.2% +$253 0.02% 164
2022
Q3 		$91K Buy
1,656
+3
+0.2% +$186 0.02% 177
2022
Q2 		$103K Buy
1,653
+3
+0.2% +$190 0.02% 169
2022
Q1 		$104K Sell
1,650
-23
-1% -$1.5K 0.02% 187
2021
Q4 		$111K Sell
1,673
-22
-1% -$1.36K 0.02% 199
2021
Q3 		$99K Buy
1,695
+2
+0.1% +$124 0.02% 242
2021
Q2 		$106K Buy
1,693
+3
+0.2% +$185 0.02% 233
2021
Q1 		$99K Buy
1,690
+4
+0.2% +$226 0.02% 271
2020
Q4 		$99K Buy
1,686
+2
+0.1% +$114 0.02% 247
2020
Q3 		$97K Sell
1,684
-130
-7% -$7.24K 0.02% 230
2020
Q2 		$93K Sell
1,814
-302
-14% -$15.5K 0.02% 245
2020
Q1 		$106K Buy
2,116
+31
+1% +$1.68K 0.02% 199
2019
Q4 		$115K Sell
2,085
-97
-4% -$5.19K 0.02% 213
2019
Q3 		$121K Sell
2,182
-49
-2% -$2.68K 0.03% 200
2019
Q2 		$120K Sell
2,231
-25
-1% -$1.3K 0.03% 208
2019
Q1 		$113K Sell
2,256
-10
-0.4% -$459 0.02% 229
2018
Q4 		$91K Sell
2,266
-13
-0.6% -$554 0.02% 233
2018
Q3 		$98K Buy
2,279
+3
+0.1% +$128 0.02% 267
2018
Q2 		$93K Buy
2,276
+14
+0.6% +$563 0.02% 275
2018
Q1 		$94K Buy
+2,262
New +$98.3K 0.02% 254

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Institutional & Family Asset Management's MDLZ Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Mondelez International (MDLZ) stake by 7.5% in Q2 2024, selling an estimated $8.16K and leaving 1,469 shares worth $96.1K. The position accounts for 0.01% of the portfolio, ranked #189.

Institutional & Family Asset Management first reported a position in MDLZ in Q1 2018 and has held it in 26 quarters since. The position peaked at $121K in Q3 2019. 1,968 funds tracked by Wall St. Rank hold MDLZ as of Q2 2024.

  • Institutional & Family Asset Management held 1,469 shares of Mondelez International worth $96.1K as of Q2 2024.
  • Institutional & Family Asset Management sold 119 Mondelez International shares in Q2 2024, an estimated $8.16K.
  • Mondelez International made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #189 holding.
  • Institutional & Family Asset Management first reported a position in Mondelez International in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Mondelez International position peaked at $121K in Q3 2019.
  • 1,968 funds tracked by Wall St. Rank held Mondelez International as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.