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Sutton Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Sutton Wealth 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
2023
Q3 		$257K Sell
3,706
-225
-6% -$16.2K 0.13% 93
2023
Q2 		$287K Sell
3,931
-172
-4% -$12.7K 0.14% 86
2023
Q1 		$286K Sell
4,103
-4,333
-51% -$287K 0.15% 84
2022
Q4 		$562K Sell
8,436
-81
-1% -$5.12K 0.21% 73
2022
Q3 		$467K Buy
8,517
+22
+0.3% +$1.37K 0.19% 83
2022
Q2 		$527K Buy
8,495
+105
+1% +$6.63K 0.21% 76
2022
Q1 		$527K Hold
8,390
– – 0.18% 85
2021
Q4 		$556K Buy
8,390
+123
+1% +$7.59K 0.19% 87
2021
Q3 		$481K Sell
8,267
-59
-0.7% -$3.67K 0.18% 88
2021
Q2 		$520K Hold
8,326
– – 0.19% 87
2021
Q1 		$487K Buy
8,326
+22
+0.3% +$1.24K 0.19% 88
2020
Q4 		$486K Buy
8,304
+29
+0.4% +$1.66K 0.21% 82
2020
Q3 		$475K Buy
8,275
+195
+2% +$10.9K 0.23% 77
2020
Q2 		$413K Sell
8,080
-453
-5% -$23.3K 0.22% 76
2020
Q1 		$427K Buy
8,533
+18
+0.2% +$975 0.27% 67
2019
Q4 		$469K Sell
8,515
-45
-0.5% -$2.41K 0.24% 73
2019
Q3 		$474K Hold
8,560
– – 0.26% 65
2019
Q2 		$461K Buy
8,560
+28
+0.3% +$1.45K 0.26% 66
2019
Q1 		$426K Buy
8,532
+22
+0.3% +$1.01K 0.25% 69
2018
Q4 		$341K Buy
8,510
+487
+6% +$20.8K 0.22% 78
2018
Q3 		$345K Hold
8,023
– – 0.23% 79
2018
Q2 		$329K Hold
8,023
– – 0.23% 74
2018
Q1 		$335K Hold
8,023
– – 0.24% 70
2017
Q4 		$343K Hold
8,023
– – 0.25% 70
2017
Q3 		$326K Buy
8,023
+5
+0.1% +$212 0.25% 68
2017
Q2 		$346K Buy
8,018
+2,692
+51% +$121K 0.27% 65
2017
Q1 		$229K Hold
5,326
– – 0.19% 88
2016
Q4 		$236K Buy
5,326
+112
+2% +$4.83K 0.21% 80
2016
Q3 		$229K Hold
5,214
– – 0.21% 78
2016
Q2 		$237K Sell
5,214
-373
-7% -$16.3K 0.22% 78
2016
Q1 		$224K Buy
+5,587
New +$227K 0.21% 81

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sutton Wealth Advisors's MDLZ Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Mondelez International (MDLZ) stake by 5.7% in Q3 2023, selling an estimated $16.2K and leaving 3,706 shares worth $257K. The position accounts for 0.13% of the portfolio, ranked #93.

Sutton Wealth Advisors first reported a position in MDLZ in Q1 2016 and has held it in 31 quarters since. The position peaked at $562K in Q4 2022. 1,912 funds tracked by Wall St. Rank hold MDLZ as of Q3 2023.

  • Sutton Wealth Advisors held 3,706 shares of Mondelez International worth $257K as of Q3 2023.
  • Sutton Wealth Advisors sold 225 Mondelez International shares in Q3 2023, an estimated $16.2K.
  • Mondelez International made up 0.13% of Sutton Wealth Advisors's portfolio in Q3 2023, its #93 holding.
  • Sutton Wealth Advisors first reported a position in Mondelez International in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Mondelez International position peaked at $562K in Q4 2022.
  • 1,912 funds tracked by Wall St. Rank held Mondelez International as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.