Lake Street Private Wealth’s Mondelez International MDLZ Stock Holding History

Lake Street Private Wealth’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	-4,067	Closed	-$285K	–	329
2024 Q1	$285K	Sell	4,067 -92	-2%	-$6.71K	0.04%	266
2023 Q4	$301K	Sell	4,159 -60	-1%	-$4.11K	0.05%	252
2023 Q3	$293K	Buy	4,219 +74	+2%	+$5.33K	0.05%	228
2023 Q2	$302K	Sell	4,145 -291	-7%	-$21.5K	0.05%	228
2023 Q1	$309K	Sell	4,436 -737	-14%	-$48.8K	0.06%	226
2022 Q4	$345K	Sell	5,173 -274	-5%	-$17.3K	0.07%	210
2022 Q3	$299K	Sell	5,447 -184	-3%	-$11.4K	0.07%	221
2022 Q2	$350K	Sell	5,631 -109	-2%	-$6.89K	0.07%	211
2022 Q1	$360K	Buy	5,740 +836	+17%	+$54.4K	0.06%	225
2021 Q4	$325K	Buy	+4,904	New	+$303K	0.06%	247

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Lake Street Private Wealth's MDLZ Position: Q2 2024 in Review

Lake Street Private Wealth sold out of Mondelez International (MDLZ) in Q2 2024, closing a stake of 4,067 shares — an estimated $285K sold.

Lake Street Private Wealth first reported a position in MDLZ in Q4 2021 and held it in 10 quarters. The position peaked at $360K in Q1 2022. 1,967 funds tracked by Wall St. Rank hold MDLZ as of Q2 2024.

Lake Street Private Wealth reported no remaining Mondelez International position as of Q2 2024 after selling out during the quarter.
Lake Street Private Wealth sold 4,067 Mondelez International shares in Q2 2024, an estimated $285K.
Lake Street Private Wealth first reported a position in Mondelez International in Q4 2021 and held it in 10 quarters.
Lake Street Private Wealth's Mondelez International position peaked at $360K in Q1 2022.
1,967 funds tracked by Wall St. Rank held Mondelez International as of Q2 2024.

Based on Lake Street Private Wealth's 13F filing for Q2 2024, filed 12 Jul 2024.