Kaizen Advisory’s Mondelez International MDLZ Stock Holding History

Kaizen Advisory’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
2018 Q4	$159K	Buy	3,968 +581	+17%	+$24.8K	0.11%	178
2018 Q3	$146K	Hold	3,387	–	–	0.08%	188
2018 Q2	$139K	Buy	3,387 +1,925	+132%	+$77.4K	0.07%	190
2018 Q1	$61K	Hold	1,462	–	–	0.06%	169
2017 Q4	$63K	Buy	+1,462	New	+$61.4K	0.04%	172

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Kaizen Advisory's MDLZ Position: Q4 2018 in Review

Kaizen Advisory increased its Mondelez International (MDLZ) stake by 17% in Q4 2018, buying an estimated $24.8K and bringing the position to 3,968 shares worth $159K. The position accounts for 0.11% of the portfolio, ranked #178.

Kaizen Advisory first reported a position in MDLZ in Q4 2017 and has held it in 5 quarters since. 1,407 funds tracked by Wall St. Rank hold MDLZ as of Q4 2018.

Kaizen Advisory held 3,968 shares of Mondelez International worth $159K as of Q4 2018.
Kaizen Advisory bought 581 Mondelez International shares in Q4 2018, an estimated $24.8K.
Mondelez International made up 0.11% of Kaizen Advisory's portfolio in Q4 2018, its #178 holding.
Kaizen Advisory first reported a position in Mondelez International in Q4 2017 and has held it in 5 quarters since.
1,407 funds tracked by Wall St. Rank held Mondelez International as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.