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Kelly Financial Services’s Mondelez International MDLZ Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-935
Closed -$61.2K – 489
2024
Q2 		$61.2K Buy
935
+4
+0.4% +$274 0.02% 207
2024
Q1 		$65.2K Buy
931
+4
+0.4% +$292 0.02% 189
2023
Q4 		$67.2K Buy
927
+4
+0.4% +$274 0.03% 175
2023
Q3 		$64K Buy
923
+3
+0.3% +$216 0.03% 160
2023
Q2 		$67.1K Buy
920
+4
+0.4% +$296 0.03% 159
2023
Q1 		$63.9K Buy
916
+515
+128% +$34.1K 0.03% 157
2022
Q4 		$26.7K Sell
401
-282
-41% -$17.8K 0.01% 237
2022
Q3 		$37.5K Buy
683
+2
+0.3% +$124 0.02% 188
2022
Q2 		$42.3K Buy
681
+2
+0.3% +$126 0.02% 180
2022
Q1 		$42.6K Buy
679
+2
+0.3% +$130 0.02% 195
2021
Q4 		$44.9K Buy
677
+2
+0.3% +$123 0.02% 190
2021
Q3 		$39.2K Sell
675
-13
-2% -$809 0.02% 188
2021
Q2 		$42.9K Buy
688
+2
+0.3% +$123 0.02% 177
2021
Q1 		$40.1K Sell
686
-41
-6% -$2.31K 0.02% 149
2020
Q4 		$42.5K Buy
727
+2
+0.3% +$114 0.03% 128
2020
Q3 		$41.7K Buy
725
+2
+0.3% +$111 0.03% 111
2020
Q2 		$37K Buy
723
+3
+0.4% +$154 0.03% 112
2020
Q1 		$36.1K Buy
720
+2
+0.3% +$108 0.04% 99
2019
Q4 		$39.6K Buy
718
+2
+0.3% +$107 0.03% 100
2019
Q3 		$39.6K Buy
716
+2
+0.3% +$109 0.04% 94
2019
Q2 		$38.5K Buy
714
+2
+0.3% +$104 0.04% 96
2019
Q1 		$35.5K Buy
+712
New +$32.7K 0.04% 103

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 $3.37T AUM 44.26% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kelly Financial Services's MDLZ Position: Q3 2024 in Review

Kelly Financial Services sold out of Mondelez International (MDLZ) in Q3 2024, closing a stake of 935 shares — an estimated $61.2K sold.

Kelly Financial Services first reported a position in MDLZ in Q1 2019 and held it in 22 quarters. The position peaked at $67.2K in Q4 2023. 1,987 funds tracked by Wall St. Rank hold MDLZ as of Q3 2024.

  • Kelly Financial Services reported no remaining Mondelez International position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 935 Mondelez International shares in Q3 2024, an estimated $61.2K.
  • Kelly Financial Services first reported a position in Mondelez International in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Mondelez International position peaked at $67.2K in Q4 2023.
  • 1,987 funds tracked by Wall St. Rank held Mondelez International as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.