Kelman-Lazarov Inc’s Mondelez International MDLZ Stock Holding History

Kelman-Lazarov Inc’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
2020 Q3	–	Sell	-5,425	Closed	-$277K	–	75
2020 Q2	$277K	Sell	5,425 -5,343	-50%	-$274K	0.13%	61
2020 Q1	$539K	Sell	10,768 -2,589	-19%	-$140K	0.29%	40
2019 Q4	$736K	Hold	13,357	–	–	0.33%	46
2019 Q3	$739K	Hold	13,357	–	–	0.36%	44
2019 Q2	$720K	Sell	13,357 -400	-3%	-$20.8K	0.37%	46
2019 Q1	$687K	Sell	13,757 -1,847	-12%	-$84.7K	0.36%	51
2018 Q4	$625K	Sell	15,604 -406	-3%	-$17.3K	0.39%	52
2018 Q3	$688K	Sell	16,010 -325	-2%	-$13.9K	0.4%	56
2018 Q2	$670K	Sell	16,335 -1,028	-6%	-$41.3K	0.36%	65
2018 Q1	$725K	Hold	17,363	–	–	0.39%	61
2017 Q4	$743K	Sell	17,363 -350	-2%	-$14.7K	0.38%	64
2017 Q3	$720K	Sell	17,713 -42	-0.2%	-$1.78K	0.38%	67
2017 Q2	$767K	Sell	17,755 -150	-0.8%	-$6.76K	0.42%	67
2017 Q1	$771K	Hold	17,905	–	–	0.5%	61
2016 Q4	$794K	Sell	17,905 -800	-4%	-$34.5K	0.45%	63
2016 Q3	$807K	Hold	18,705	–	–	0.46%	61
2016 Q2	$844K	Sell	18,705 -270	-1%	-$11.8K	0.48%	64
2016 Q1	$783K	Buy	+18,975	New	+$773K	0.46%	66

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kelman-Lazarov Inc's MDLZ Position: Q3 2020 in Review

Kelman-Lazarov Inc sold out of Mondelez International (MDLZ) in Q3 2020, closing a stake of 5,425 shares — an estimated $277K sold.

Kelman-Lazarov Inc first reported a position in MDLZ in Q1 2016 and held it in 18 quarters. The position peaked at $844K in Q2 2016. 1,574 funds tracked by Wall St. Rank hold MDLZ as of Q3 2020.

Kelman-Lazarov Inc reported no remaining Mondelez International position as of Q3 2020 after selling out during the quarter.
Kelman-Lazarov Inc sold 5,425 Mondelez International shares in Q3 2020, an estimated $277K.
Kelman-Lazarov Inc first reported a position in Mondelez International in Q1 2016 and held it in 18 quarters.
Kelman-Lazarov Inc's Mondelez International position peaked at $844K in Q2 2016.
1,574 funds tracked by Wall St. Rank held Mondelez International as of Q3 2020.

Based on Kelman-Lazarov Inc's 13F filing for Q3 2020, filed 12 Nov 2020.