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Mosaic Family Wealth’s Mondelez International MDLZ Stock Holding History

Mosaic Family 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
2021
Q4 		$273K Buy
4,110
+1
+0% +$62 0.07% 142
2021
Q3 		$239K Buy
+4,109
New +$256K 0.07% 151
2021
Q2 		– Sell
-3,621
Closed -$212K – 171
2021
Q1 		$212K Buy
3,621
+102
+3% +$5.76K 0.06% 151
2020
Q4 		$206K Buy
+3,519
New +$201K 0.07% 146
2019
Q4 		– Sell
-4,077
Closed -$226K – 167
2019
Q3 		$226K Buy
+4,077
New +$223K 0.09% 148
2019
Q2 		– Sell
-3,895
Closed -$194K – 428
2019
Q1 		$194K Buy
3,895
+120
+3% +$5.51K 0.08% 159
2018
Q4 		$151K Sell
3,775
-51
-1% -$2.17K 0.06% 174
2018
Q3 		$169K Buy
3,826
+600
+19% +$25.6K 0.07% 165
2018
Q2 		$132K Sell
3,226
-535
-14% -$21.5K 0.05% 196
2018
Q1 		$157K Sell
3,761
-97
-3% -$4.21K 0.06% 185
2017
Q4 		$165K Sell
3,858
-9,539
-71% -$401K 0.06% 186
2017
Q3 		$544K Buy
13,397
+1,800
+16% +$76.4K 0.21% 87
2017
Q2 		$501K Buy
11,597
+600
+5% +$27.1K 0.21% 88
2017
Q1 		$474K Buy
10,997
+465
+4% +$20.6K 0.21% 95
2016
Q4 		$471K Sell
10,532
-4,300
-29% -$185K 0.22% 87
2016
Q3 		$651K Buy
14,832
+3,700
+33% +$162K 0.3% 64
2016
Q2 		$507K Buy
11,132
+7,974
+253% +$347K 0.25% 75
2016
Q1 		$126K Buy
3,158
+500
+19% +$20.4K 0.06% 193
2015
Q4 		$119K Buy
+2,658
New +$119K 0.05% 198

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mosaic Family Wealth's MDLZ Position: Q4 2021 in Review

Mosaic Family Wealth increased its Mondelez International (MDLZ) stake by 0.02% in Q4 2021, buying an estimated $62 and bringing the position to 4,110 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #142.

Mosaic Family Wealth first reported a position in MDLZ in Q4 2015 and has held it in 19 quarters since. The position peaked at $651K in Q3 2016. 1,780 funds tracked by Wall St. Rank hold MDLZ as of Q4 2021.

  • Mosaic Family Wealth held 4,110 shares of Mondelez International worth $273K as of Q4 2021.
  • Mosaic Family Wealth bought 1 Mondelez International share in Q4 2021, an estimated $62.
  • Mondelez International made up 0.07% of Mosaic Family Wealth's portfolio in Q4 2021, its #142 holding.
  • Mosaic Family Wealth first reported a position in Mondelez International in Q4 2015 and has held it in 19 quarters since.
  • Mosaic Family Wealth's Mondelez International position peaked at $651K in Q3 2016.
  • 1,780 funds tracked by Wall St. Rank held Mondelez International as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.