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Kowal Investment Group’s Mondelez International MDLZ Stock Holding History

Kowal Investment Group’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
Q2 		– Sell
-4,836
Closed -$339K – 192
2024
Q1 		$339K Sell
4,836
-800
-14% -$58.4K 0.07% 125
2023
Q4 		$408K Sell
5,636
-113
-2% -$7.74K 0.1% 99
2023
Q3 		$399K Sell
5,749
-612
-10% -$44.1K 0.11% 92
2023
Q2 		$464K Sell
6,361
-105
-2% -$7.76K 0.12% 85
2023
Q1 		$451K Buy
6,466
+359
+6% +$23.8K 0.13% 84
2022
Q4 		$407K Sell
6,107
-512
-8% -$32.4K 0.12% 95
2022
Q3 		$363K Buy
6,619
+53
+0.8% +$3.29K 0.12% 87
2022
Q2 		$408K Buy
6,566
+52
+0.8% +$3.29K 0.13% 74
2022
Q1 		$409K Sell
6,514
-478
-7% -$31.1K 0.12% 76
2021
Q4 		$464K Sell
6,992
-247
-3% -$15.2K 0.14% 62
2021
Q3 		$421K Sell
7,239
-579
-7% -$36K 0.13% 60
2021
Q2 		$488K Sell
7,818
-249
-3% -$15.3K 0.18% 52
2021
Q1 		$472K Buy
8,067
+5
+0.1% +$282 0.19% 48
2020
Q4 		$462K Buy
+8,062
New +$461K 0.21% 49

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kowal Investment Group's MDLZ Position: Q2 2024 in Review

Kowal Investment Group sold out of Mondelez International (MDLZ) in Q2 2024, closing a stake of 4,836 shares — an estimated $339K sold.

Kowal Investment Group first reported a position in MDLZ in Q4 2020 and held it in 14 quarters. The position peaked at $488K in Q2 2021. 1,962 funds tracked by Wall St. Rank hold MDLZ as of Q2 2024.

  • Kowal Investment Group reported no remaining Mondelez International position as of Q2 2024 after selling out during the quarter.
  • Kowal Investment Group sold 4,836 Mondelez International shares in Q2 2024, an estimated $339K.
  • Kowal Investment Group first reported a position in Mondelez International in Q4 2020 and held it in 14 quarters.
  • Kowal Investment Group's Mondelez International position peaked at $488K in Q2 2021.
  • 1,962 funds tracked by Wall St. Rank held Mondelez International as of Q2 2024.

Based on Kowal Investment Group's 13F filing for Q2 2024, filed 13 Aug 2024.