KWA
MDLZ icon

KCS Wealth Advisory’s Mondelez International MDLZ Stock Holding History

KCS Wealth 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
2019
Q4 		– Sell
-601
Closed -$33.2K – 304
2019
Q3 		$33.2K Buy
+601
New +$32.9K 0.02% 269

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KCS Wealth Advisory's MDLZ Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Mondelez International (MDLZ) in Q4 2019, closing a stake of 601 shares — an estimated $33.2K sold.

KCS Wealth Advisory first reported a position in MDLZ in Q3 2019 and held it in 1 quarter. The position peaked at $33.2K in Q3 2019. 1,578 funds tracked by Wall St. Rank hold MDLZ as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Mondelez International position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 601 Mondelez International shares in Q4 2019, an estimated $33.2K.
  • KCS Wealth Advisory first reported a position in Mondelez International in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Mondelez International position peaked at $33.2K in Q3 2019.
  • 1,578 funds tracked by Wall St. Rank held Mondelez International as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.