J.W. Coons Advisors’s Mondelez International MDLZ Stock Holding History

J.W. Coons 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
2024 Q1	–	Sell	-3,597	Closed	-$260K	–	246
2023 Q4	$260K	Buy	3,597 +253	+8%	+$17.3K	0.07%	208
2023 Q3	$232K	Buy	+3,344	New	+$241K	0.07%	211

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

J.W. Coons Advisors's MDLZ Position: Q1 2024 in Review

J.W. Coons Advisors sold out of Mondelez International (MDLZ) in Q1 2024, closing a stake of 3,597 shares — an estimated $260K sold.

J.W. Coons Advisors first reported a position in MDLZ in Q3 2023 and held it in 2 quarters. The position peaked at $260K in Q4 2023. 1,990 funds tracked by Wall St. Rank hold MDLZ as of Q1 2024.

J.W. Coons Advisors reported no remaining Mondelez International position as of Q1 2024 after selling out during the quarter.
J.W. Coons Advisors sold 3,597 Mondelez International shares in Q1 2024, an estimated $260K.
J.W. Coons Advisors first reported a position in Mondelez International in Q3 2023 and held it in 2 quarters.
J.W. Coons Advisors's Mondelez International position peaked at $260K in Q4 2023.
1,990 funds tracked by Wall St. Rank held Mondelez International as of Q1 2024.

Based on J.W. Coons Advisors's 13F filing for Q1 2024, filed 8 May 2024.