Kings Point Capital Management’s Mondelez International MDLZ Stock Holding History

Kings Point Capital 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
2022 Q1	$1.88M	Buy	29,997 +148	+0.5%	+$9.63K	0.16%	81
2021 Q4	$1.98M	Buy	29,849 +1,977	+7%	+$122K	0.16%	86
2021 Q3	$1.62M	Buy	27,872 +485	+2%	+$30.2K	0.14%	89
2021 Q2	$1.71M	Buy	27,387 +477	+2%	+$29.4K	0.16%	92
2021 Q1	$1.57M	Sell	26,910 -1,043	-4%	-$58.9K	0.16%	91
2020 Q4	$1.63M	Sell	27,953 -2,019	-7%	-$115K	0.17%	87
2020 Q3	$1.72M	Buy	29,972 +4,102	+16%	+$228K	0.22%	80
2020 Q2	$1.32M	Sell	25,870 -200	-0.8%	-$10.3K	0.19%	79
2020 Q1	$1.31M	Buy	26,070 +518	+2%	+$28.1K	0.23%	78
2019 Q4	$1.41M	Buy	25,552 +1,267	+5%	+$67.8K	0.21%	84
2019 Q3	$1.34M	Buy	24,285 +1,851	+8%	+$101K	0.23%	83
2019 Q2	$1.21M	Sell	22,434 -7,350	-25%	-$382K	0.22%	83
2019 Q1	$1.49M	Hold	29,784	–	–	0.3%	72
2018 Q4	$1.19M	Hold	29,784	–	–	0.27%	77
2018 Q3	$1.28M	Hold	29,784	–	–	0.24%	87
2018 Q2	$1.22M	Hold	29,784	–	–	0.24%	85
2018 Q1	$1.24M	Sell	29,784 -75	-0.3%	-$3.26K	0.25%	86
2017 Q4	$1.28M	Buy	29,859 +75	+0.3%	+$3.15K	0.27%	79
2017 Q3	$1.21M	Hold	29,784	–	–	0.27%	77
2017 Q2	$1.29M	Hold	29,784	–	–	0.3%	76
2017 Q1	$1.28M	Hold	29,784	–	–	0.3%	75
2016 Q4	$1.32M	Sell	29,784 -1,300	-4%	-$56K	0.33%	70
2016 Q3	$1.36M	Hold	31,084	–	–	0.36%	66
2016 Q2	$1.42M	Buy	31,084 +600	+2%	+$26.1K	0.36%	64
2016 Q1	$1.22M	Hold	30,484	–	–	0.31%	66
2015 Q4	$1.37M	Hold	30,484	–	–	0.34%	67
2015 Q3	$1.28M	Hold	30,484	–	–	0.34%	66
2015 Q2	$1.25M	Sell	30,484 -675	-2%	-$26.5K	0.3%	71
2015 Q1	$1.13M	Buy	31,159 +1,880	+6%	+$68K	0.28%	66
2014 Q4	$1.06M	Buy	29,279 +28,729	+5,223%	+$1.05M	0.29%	61
2014 Q3	$19K	Hold	550	–	–	0.01%	256
2014 Q2	$21K	Hold	550	–	–	0.01%	248
2014 Q1	$19K	Buy	+550	New	+$18.8K	0.01%	225

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kings Point Capital Management's MDLZ Position: Q1 2022 in Review

Kings Point Capital Management increased its Mondelez International (MDLZ) stake by 0.5% in Q1 2022, buying an estimated $9.63K and bringing the position to 29,997 shares worth $1.88M. The position accounts for 0.16% of the portfolio, ranked #81.

Kings Point Capital Management first reported a position in MDLZ in Q1 2014 and has held it in 33 quarters since. The position peaked at $1.98M in Q4 2021. 1,805 funds tracked by Wall St. Rank hold MDLZ as of Q1 2022.

Kings Point Capital Management held 29,997 shares of Mondelez International worth $1.88M as of Q1 2022.
Kings Point Capital Management bought 148 Mondelez International shares in Q1 2022, an estimated $9.63K.
Mondelez International made up 0.16% of Kings Point Capital Management's portfolio in Q1 2022, its #81 holding.
Kings Point Capital Management first reported a position in Mondelez International in Q1 2014 and has held it in 33 quarters since.
Kings Point Capital Management's Mondelez International position peaked at $1.98M in Q4 2021.
1,805 funds tracked by Wall St. Rank held Mondelez International as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.