KWM
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Kolinsky Wealth Management’s Mondelez International MDLZ Stock Holding History

Kolinsky Wealth 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
2024
Q4 		– Sell
-3,019
Closed -$222K – 189
2024
Q3 		$222K Buy
+3,019
New +$212K 0.14% 150
2024
Q1 		– Sell
-3,095
Closed -$224K – 147
2023
Q4 		$224K Sell
3,095
-138
-4% -$9.46K 0.2% 121
2023
Q3 		$224K Sell
3,233
-32
-1% -$2.31K 0.22% 114
2023
Q2 		$236K Sell
3,265
-20
-0.6% -$1.48K 0.22% 111
2023
Q1 		$229K Sell
3,285
-105
-3% -$6.96K 0.24% 112
2022
Q4 		$226K Buy
+3,390
New +$214K 0.26% 109

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM