Marsico Capital Management’s Mondelez International MDLZ Stock Holding History

Marsico Capital 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
2018 Q1	–	Sell	-30,438	Closed	-$1.3M	–	87
2017 Q4	$1.3M	Hold	30,438	–	–	0.05%	88
2017 Q3	$1.24M	Hold	30,438	–	–	0.05%	93
2017 Q2	$1.31M	Hold	30,438	–	–	0.06%	98
2017 Q1	$1.31M	Buy	+30,438	New	+$1.35M	0.06%	98
2014 Q1	–	Sell	-2,449,509	Closed	-$86.5M	–	114
2013 Q4	$86.5M	Buy	2,449,509 +463,309	+23%	+$15.4M	0.61%	41
2013 Q3	$62.4M	Sell	1,986,200 -3,411,817	-63%	-$106M	0.46%	45
2013 Q2	$154M	Buy	+5,398,017	New	+$164M	0.97%	37

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Marsico Capital Management's MDLZ Position: Q1 2018 in Review

Marsico Capital Management sold out of Mondelez International (MDLZ) in Q1 2018, closing a stake of 30,438 shares — an estimated $1.3M sold.

Marsico Capital Management first reported a position in MDLZ in Q2 2013 and held it in 7 quarters. The position peaked at $154M in Q2 2013. 1,364 funds tracked by Wall St. Rank hold MDLZ as of Q1 2018.

Marsico Capital Management reported no remaining Mondelez International position as of Q1 2018 after selling out during the quarter.
Marsico Capital Management sold 30,438 Mondelez International shares in Q1 2018, an estimated $1.3M.
Marsico Capital Management first reported a position in Mondelez International in Q2 2013 and held it in 7 quarters.
Marsico Capital Management's Mondelez International position peaked at $154M in Q2 2013.
1,364 funds tracked by Wall St. Rank held Mondelez International as of Q1 2018.

Based on Marsico Capital Management's 13F filing for Q1 2018, filed 15 May 2018.