KM
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Kalos Management’s Mondelez International MDLZ Stock Holding History

Kalos 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
2023
Q2 		– Sell
-122
Closed -$8.5K – 267
2023
Q1 		$8.5K Buy
+122
New +$8.08K 0.02% 226
2020
Q3 		– Sell
-4,575
Closed -$250K – 243
2020
Q2 		$250K Buy
4,575
+2
+0% +$103 0.11% 171
2020
Q1 		$232K Buy
4,573
+2
+0% +$108 0.1% 167
2019
Q4 		$251K Buy
4,571
+2
+0% +$107 0.09% 168
2019
Q3 		$252K Buy
+4,569
New +$250K 0.1% 156
2015
Q4 		– Hold
0
– – – 367

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Kalos Management's MDLZ Position: Q2 2023 in Review

Kalos Management sold out of Mondelez International (MDLZ) in Q2 2023, closing a stake of 122 shares — an estimated $8.5K sold.

Kalos Management first reported a position in MDLZ in Q3 2019 and held it in 5 quarters. The position peaked at $252K in Q3 2019. 1,932 funds tracked by Wall St. Rank hold MDLZ as of Q2 2023.

  • Kalos Management reported no remaining Mondelez International position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 122 Mondelez International shares in Q2 2023, an estimated $8.5K.
  • Kalos Management first reported a position in Mondelez International in Q3 2019 and held it in 5 quarters.
  • Kalos Management's Mondelez International position peaked at $252K in Q3 2019.
  • 1,932 funds tracked by Wall St. Rank held Mondelez International as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.