KWILP
MDLZ icon

Kiwi Wealth Investments Limited Partnership’s Mondelez International MDLZ Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q3 		– Sell
-56,307
Closed -$4.11M – 138
2023
Q2 		$4.11M Buy
56,307
+4,424
+9% +$327K 0.25% 85
2023
Q1 		$3.62M Hold
51,883
– – 0.23% 98
2022
Q4 		$3.46M Sell
51,883
-45,595
-47% -$2.88M 0.23% 101
2022
Q3 		$6.05M Hold
97,478
– – 0.42% 66
2022
Q2 		$6.05M Sell
97,478
-14,417
-13% -$911K 0.42% 66
2022
Q1 		$7.03M Buy
111,895
+11,193
+11% +$729K 0.38% 75
2021
Q4 		$6.68M Buy
+100,702
New +$6.21M 0.32% 85
2020
Q3 		– Sell
-39,529
Closed -$2.02M – 254
2020
Q2 		$2.02M Sell
39,529
-217,729
-85% -$11.2M 0.16% 148
2020
Q1 		$12.9M Buy
257,258
+87,303
+51% +$4.73M 1.3% 20
2019
Q4 		$9.36M Sell
169,955
-164,303
-49% -$8.79M 0.69% 44
2019
Q3 		$18.5M Buy
334,258
+60,167
+22% +$3.29M 1.49% 13
2019
Q2 		$14.8M Buy
+274,091
New +$14.2M 1.29% 20
2018
Q3 		– Sell
-101,385
Closed -$4.16M – 197
2018
Q2 		$4.16M Sell
101,385
-42,314
-29% -$1.7M 0.4% 71
2018
Q1 		$6M Buy
143,699
+6,381
+5% +$277K 0.59% 54
2017
Q4 		$5.88M Buy
+137,318
New +$5.77M 0.64% 47
2014
Q1 		– Sell
-372,896
Closed -$13.2M – 48
2013
Q4 		$13.2M Buy
372,896
+9,668
+3% +$321K 1.66% 30
2013
Q3 		$11.4M Buy
363,228
+14,267
+4% +$443K 1.74% 32
2013
Q2 		$9.96M Buy
+348,961
New +$10.6M 1.79% 34

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's MDLZ Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Mondelez International (MDLZ) in Q3 2023, closing a stake of 56,307 shares — an estimated $4.11M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in MDLZ in Q2 2013 and held it in 18 quarters. The position peaked at $18.5M in Q3 2019. 1,912 funds tracked by Wall St. Rank hold MDLZ as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Mondelez International position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 56,307 Mondelez International shares in Q3 2023, an estimated $4.11M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Mondelez International in Q2 2013 and held it in 18 quarters.
  • Kiwi Wealth Investments Limited Partnership's Mondelez International position peaked at $18.5M in Q3 2019.
  • 1,912 funds tracked by Wall St. Rank held Mondelez International as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.