WQ
MDLZ icon

Wealth Quarterback’s Mondelez International MDLZ Stock Holding History

Wealth Quarterback’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
Q3 		$140K Buy
10,001
+7,495
+299% +$466K 0.09% 138
2021
Q2 		$157K Buy
+2,506
New +$154K 0.1% 134
2020
Q4 		– Sell
-3,982
Closed -$204K – 118
2020
Q3 		$204K Hold
3,982
– – 0.19% 108
2020
Q2 		$204K Sell
3,982
-81
-2% -$4.16K 0.19% 108
2020
Q1 		$203K Sell
4,063
-16,315
-80% -$884K 0.19% 99
2019
Q4 		$201K Buy
+20,378
New +$1.09M 0.17% 107

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 $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Quarterback's MDLZ Position: Q3 2021 in Review

Wealth Quarterback increased its Mondelez International (MDLZ) stake by 299% in Q3 2021, buying an estimated $466K and bringing the position to 10,001 shares worth $140K. The position accounts for 0.09% of the portfolio, ranked #138.

Wealth Quarterback first reported a position in MDLZ in Q4 2019 and has held it in 6 quarters since. The position peaked at $204K in Q3 2020. 1,652 funds tracked by Wall St. Rank hold MDLZ as of Q3 2021.

  • Wealth Quarterback held 10,001 shares of Mondelez International worth $140K as of Q3 2021.
  • Wealth Quarterback bought 7,495 Mondelez International shares in Q3 2021, an estimated $466K.
  • Mondelez International made up 0.09% of Wealth Quarterback's portfolio in Q3 2021, its #138 holding.
  • Wealth Quarterback first reported a position in Mondelez International in Q4 2019 and has held it in 6 quarters since.
  • Wealth Quarterback's Mondelez International position peaked at $204K in Q3 2020.
  • 1,652 funds tracked by Wall St. Rank held Mondelez International as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.