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Crestwood Advisors Group’s Mondelez International MDLZ Stock Holding History

Crestwood Advisors Group’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
Q1 		$3.89M Sell
67,439
-1,111
-2% -$64.3K 0.07% 167
2025
Q4 		$3.69M Sell
68,550
-4,403
-6% -$254K 0.06% 163
2025
Q3 		$4.56M Sell
72,953
-1,650
-2% -$106K 0.08% 139
2025
Q2 		$5.03M Buy
74,603
+1,015
+1% +$67.7K 0.09% 133
2025
Q1 		$4.99M Sell
73,588
-2,855
-4% -$176K 0.09% 126
2024
Q4 		$4.57M Sell
76,443
-2,008
-3% -$133K 0.09% 130
2024
Q3 		$5.78M Sell
78,451
-708
-0.9% -$49.8K 0.11% 119
2024
Q2 		$5.18M Sell
79,159
-7,367
-9% -$505K 0.11% 117
2024
Q1 		$6.06M Sell
86,526
-350
-0.4% -$25.5K 0.13% 112
2023
Q4 		$6.29M Sell
86,876
-6,982
-7% -$478K 0.15% 109
2023
Q3 		$6.51M Buy
93,858
+84,227
+875% +$6.07M 0.17% 98
2023
Q2 		$703K Buy
9,631
+903
+10% +$66.7K 0.02% 162
2023
Q1 		$609K Sell
8,728
-142
-2% -$9.4K 0.02% 174
2022
Q4 		$591K Sell
8,870
-219
-2% -$13.8K 0.02% 171
2022
Q3 		$498K Sell
9,089
-455
-5% -$28.3K 0.02% 192
2022
Q2 		$593K Sell
9,544
-687
-7% -$43.4K 0.02% 182
2022
Q1 		$642K Sell
10,231
-9,071
-47% -$590K 0.02% 189
2021
Q4 		$1.28M Buy
19,302
+3,388
+21% +$209K 0.03% 150
2021
Q3 		$926K Sell
15,914
-141
-0.9% -$8.77K 0.03% 155
2021
Q2 		$1M Buy
16,055
+500
+3% +$30.8K 0.03% 154
2021
Q1 		$910K Sell
15,555
-48
-0.3% -$2.71K 0.03% 156
2020
Q4 		$912K Buy
15,603
+2,221
+17% +$127K 0.03% 149
2020
Q3 		$769K Sell
13,382
-25
-0.2% -$1.39K 0.03% 142
2020
Q2 		$685K Sell
13,407
-145
-1% -$7.45K 0.03% 143
2020
Q1 		$679K Sell
13,552
-2,395
-15% -$130K 0.03% 134
2019
Q4 		$878K Sell
15,947
-250
-2% -$13.4K 0.03% 141
2019
Q3 		$896K Buy
16,197
+1,060
+7% +$58K 0.04% 135
2019
Q2 		$816K Buy
15,137
+11,011
+267% +$572K 0.04% 139
2019
Q1 		$206K Buy
+4,126
New +$189K 0.01% 165
2017
Q2 		– Sell
-3,718
Closed -$163K – 325
2017
Q1 		$163K Buy
+3,718
New +$165K 0.01% 153
2015
Q3 		– Sell
-6,707
Closed -$276K – 152
2015
Q2 		$276K Buy
6,707
+4
+0.1% +$157 0.04% 126
2015
Q1 		$242K Sell
6,703
-2,812
-30% -$102K 0.03% 129
2014
Q4 		$346K Buy
9,515
+304
+3% +$11.1K 0.05% 96
2014
Q3 		$316K Buy
9,211
+1,253
+16% +$45.7K 0.05% 92
2014
Q2 		$299K Buy
7,958
+818
+11% +$29.9K 0.05% 96
2014
Q1 		$247K Sell
7,140
-204
-3% -$6.97K 0.04% 110
2013
Q4 		$259K Sell
7,344
-1,779
-20% -$59.1K 0.04% 112
2013
Q3 		$287K Sell
9,123
-898
-9% -$27.9K 0.05% 102
2013
Q2 		$286K Buy
+10,021
New +$305K 0.05% 104

Other funds holding MDLZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crestwood Advisors Group's MDLZ Position: Q1 2026 in Review

Crestwood Advisors Group reduced its Mondelez International (MDLZ) stake by 1.6% in Q1 2026, selling an estimated $64.3K and leaving 67,439 shares worth $3.89M. The position accounts for 0.07% of the portfolio, ranked #167.

Crestwood Advisors Group first reported a position in MDLZ in Q2 2013 and has held it in 39 quarters since. The position peaked at $6.51M in Q3 2023. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Crestwood Advisors Group held 67,439 shares of Mondelez International worth $3.89M as of Q1 2026.
  • Crestwood Advisors Group sold 1,111 Mondelez International shares in Q1 2026, an estimated $64.3K.
  • Mondelez International made up 0.07% of Crestwood Advisors Group's portfolio in Q1 2026, its #167 holding.
  • Crestwood Advisors Group first reported a position in Mondelez International in Q2 2013 and has held it in 39 quarters since.
  • Crestwood Advisors Group's Mondelez International position peaked at $6.51M in Q3 2023.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.