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Legacy Capital Group California’s Mondelez International MDLZ Stock Holding History

Legacy Capital Group California’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
Q3 		– Sell
-10,505
Closed -$687K – 338
2024
Q2 		$687K Buy
+10,505
New +$721K 0.25% 125
2024
Q1 		– Sell
-6,849
Closed -$496K – 313
2023
Q4 		$496K Buy
6,849
+199
+3% +$13.6K 0.19% 160
2023
Q3 		$462K Buy
6,650
+3
+0% +$216 0.2% 154
2023
Q2 		$485K Buy
6,647
+177
+3% +$13.1K 0.2% 156
2023
Q1 		$451K Buy
+6,470
New +$429K 0.22% 136

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Capital Group California's MDLZ Position: Q3 2024 in Review

Legacy Capital Group California sold out of Mondelez International (MDLZ) in Q3 2024, closing a stake of 10,505 shares — an estimated $687K sold.

Legacy Capital Group California first reported a position in MDLZ in Q1 2023 and held it in 5 quarters. The position peaked at $687K in Q2 2024. 1,983 funds tracked by Wall St. Rank hold MDLZ as of Q3 2024.

  • Legacy Capital Group California reported no remaining Mondelez International position as of Q3 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 10,505 Mondelez International shares in Q3 2024, an estimated $687K.
  • Legacy Capital Group California first reported a position in Mondelez International in Q1 2023 and held it in 5 quarters.
  • Legacy Capital Group California's Mondelez International position peaked at $687K in Q2 2024.
  • 1,983 funds tracked by Wall St. Rank held Mondelez International as of Q3 2024.

Based on Legacy Capital Group California's 13F filing for Q3 2024, filed 23 Oct 2024.