Personal Capital Advisors’s Mondelez International MDLZ Stock Holding History

Personal Capital Advisors’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 Q4	$298K	Buy	+4,466	New	+$282K	﹤0.01%	387
2022 Q2	–	Sell	-3,294	Closed	-$207K	–	466
2022 Q1	$207K	Sell	3,294 -418	-11%	-$27.2K	﹤0.01%	475
2021 Q4	$246K	Buy	+3,712	New	+$229K	﹤0.01%	478
2020 Q1	–	Sell	-4,266	Closed	-$235K	–	381
2019 Q4	$235K	Buy	4,266 +363	+9%	+$19.4K	﹤0.01%	370
2019 Q3	$215K	Sell	3,903 -156	-4%	-$8.54K	﹤0.01%	342
2019 Q2	$219K	Buy	+4,059	New	+$211K	﹤0.01%	303
2016 Q3	–	Sell	-17,792	Closed	-$810K	–	184
2016 Q2	$810K	Buy	+17,792	New	+$775K	0.03%	135

Other funds holding MDLZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Personal Capital Advisors's MDLZ Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in Mondelez International (MDLZ) in Q4 2022: 4,466 shares worth $298K. The stake represents ﹤0.01% of the portfolio and ranks #387 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in MDLZ as recently as Q1 2022.

Personal Capital Advisors first reported a position in MDLZ in Q2 2016 and has held it in 7 quarters since. The position peaked at $810K in Q2 2016. 1,830 funds tracked by Wall St. Rank hold MDLZ as of Q4 2022.

Personal Capital Advisors held 4,466 shares of Mondelez International worth $298K as of Q4 2022.
Mondelez International was a new Personal Capital Advisors position in Q4 2022.
Mondelez International made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #387 holding.
Personal Capital Advisors first reported a position in Mondelez International in Q2 2016 and has held it in 7 quarters since.
Personal Capital Advisors's Mondelez International position peaked at $810K in Q2 2016.
1,830 funds tracked by Wall St. Rank held Mondelez International as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.