David Katz - Matrix Asset Advisors Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Mondelez International (MDLZ)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2021   Q2 0 0.00 Sell 100.00% 1.19 SEC
2021   Q1 136,606 1.19 Reduce 2.53% 0.03 $58.53 $7,996,000 SEC
2020   Q4 140,155 1.38 Reduce 1.40% 0.02 $58.47 $8,195,000 SEC
2020   Q3 142,138 1.59 Reduce 2.43% 0.03 $57.45 $8,166,000 SEC
2020   Q2 145,676 1.43 Reduce 1.28% 0.02 $51.13 $7,448,000 SEC
2020   Q1 147,567 1.68 Reduce 6.79% 0.10 $50.08 $7,390,000 SEC
2019   Q4 158,313 1.42 Add 2.11% 0.03 $55.08 $8,720,000 SEC
2019   Q3 155,035 1.53 Reduce 8.06% 0.13 $55.32 $8,577,000 SEC
2019   Q2 168,628 1.64 Reduce 18.22% 0.33 $53.90 $9,089,000 SEC
2019   Q1 206,186 1.79 Reduce 2.01% 0.03 $49.92 $10,293,000 SEC
2018   Q4 210,426 1.59 Add 6.73% 0.10 $40.03 $8,423,000 SEC
2018   Q3 197,160 1.37 Reduce 3.10% 0.04 $42.96 $8,470,000 SEC
2018   Q2 203,465 1.40 Add 12.93% 0.16 $41.00 $8,342,000 SEC
2018   Q1 180,163 1.25 Add 5.60% 0.07 $41.73 $7,518,000 SEC
2017   Q4 170,609 1.16 Add 115.30% 0.62 $42.80 $7,302,000 SEC
2017   Q3 79,242 0.53 Add 1,179.33% 0.49 $40.66 $3,222,000 SEC
2017   Q2 6,194 0.05 Add 31.12% 0.01 $43.27 $268,000 SEC
2017   Q1 4,724 0.04 $43.18 $204,000 SEC
2016   Q4 4,724 0.04 $44.24 $209,000 SEC
2016   Q3 4,724 0.04 $43.82 $207,000 SEC
2016   Q2 4,724 0.04 Buy 0.04 $45.51 $215,000 SEC
2016   Q1 0 0.00 Sell 100.00% 0.04 SEC
2015   Q4 4,724 0.04 Buy 0.04 $44.88 $212,000 SEC