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Berman McAleer’s Mondelez International MDLZ Stock Holding History

Berman McAleer’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
2026
Q2 		$270K Buy
4,675
+20
+0.4% +$1.21K 0.03% 136
2026
Q1 		$268K Sell
4,655
-395
-8% -$22.9K 0.04% 131
2025
Q4 		$272K Buy
5,050
+216
+4% +$12.4K 0.04% 133
2025
Q3 		$304K Buy
+4,834
New +$312K 0.04% 125

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Berman McAleer's MDLZ Position: Q2 2026 in Review

Berman McAleer increased its Mondelez International (MDLZ) stake by 0.43% in Q2 2026, buying an estimated $1.21K and bringing the position to 4,675 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #136.

Berman McAleer first reported a position in MDLZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $304K in Q3 2025. 1,888 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Berman McAleer held 4,675 shares of Mondelez International worth $270K as of Q2 2026.
  • Berman McAleer bought 20 Mondelez International shares in Q2 2026, an estimated $1.21K.
  • Mondelez International made up 0.03% of Berman McAleer's portfolio in Q2 2026, its #136 holding.
  • Berman McAleer first reported a position in Mondelez International in Q3 2025 and has held it in 4 quarters since.
  • Berman McAleer's Mondelez International position peaked at $304K in Q3 2025.
  • 1,888 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.