MAM
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McCarthy Asset Management’s Mondelez International MDLZ Stock Holding History

McCarthy Asset 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
2022
Q2 		– Sell
-573
Closed -$36K – 182
2022
Q1 		$36K Hold
573
– – 0.03% 102
2021
Q4 		$38K Hold
573
– – 0.03% 102
2021
Q3 		$33K Hold
573
– – 0.02% 108
2021
Q2 		$36K Hold
573
– – 0.03% 118
2021
Q1 		$34K Hold
573
– – 0.03% 114
2020
Q4 		$33K Buy
+573
New +$32.7K 0.03% 112

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JP Morgan Chase
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $3.14B AUM 8.53% 1-Year Est. Return