Litman Gregory Wealth Management’s Mondelez International MDLZ Stock Holding History

Litman Gregory 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
2023 Q2	–	Sell	-3,439	Closed	-$240K	–	101
2023 Q1	$240K	Buy	+3,439	New	+$228K	0.09%	35
2019 Q4	–	Sell	-415	Closed	-$23K	–	243
2019 Q3	$23K	Sell	415 -54	-12%	-$2.95K	0.01%	105
2019 Q2	$25K	Buy	469 +54	+13%	+$2.8K	0.01%	127
2019 Q1	$21K	Hold	415	–	–	0.01%	88
2018 Q4	$17K	Buy	+415	New	+$17.7K	0.01%	101

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Litman Gregory Wealth Management's MDLZ Position: Q2 2023 in Review

Litman Gregory Wealth Management sold out of Mondelez International (MDLZ) in Q2 2023, closing a stake of 3,439 shares — an estimated $240K sold.

Litman Gregory Wealth Management first reported a position in MDLZ in Q4 2018 and held it in 5 quarters. The position peaked at $240K in Q1 2023. 1,933 funds tracked by Wall St. Rank hold MDLZ as of Q2 2023.

Litman Gregory Wealth Management reported no remaining Mondelez International position as of Q2 2023 after selling out during the quarter.
Litman Gregory Wealth Management sold 3,439 Mondelez International shares in Q2 2023, an estimated $240K.
Litman Gregory Wealth Management first reported a position in Mondelez International in Q4 2018 and held it in 5 quarters.
Litman Gregory Wealth Management's Mondelez International position peaked at $240K in Q1 2023.
1,933 funds tracked by Wall St. Rank held Mondelez International as of Q2 2023.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.