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Gladstone Institutional Advisory’s Mondelez International MDLZ Stock Holding History

Gladstone Institutional Advisory’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 		$678K Buy
11,757
+660
+6% +$38.2K 0.03% 466
2025
Q4 		$597K Buy
11,097
+939
+9% +$54.1K 0.02% 463
2025
Q3 		$635K Sell
10,158
-190
-2% -$12.3K 0.02% 459
2025
Q2 		$698K Buy
10,348
+159
+2% +$10.6K 0.03% 413
2025
Q1 		$691K Sell
10,189
-556
-5% -$34.3K 0.03% 395
2024
Q4 		$642K Sell
10,745
-635
-6% -$42K 0.03% 403
2024
Q3 		$838K Sell
11,380
-543
-5% -$38.2K 0.04% 348
2024
Q2 		$780K Buy
11,923
+589
+5% +$40.4K 0.04% 332
2024
Q1 		$793K Sell
11,334
-7,274
-39% -$531K 0.04% 327
2023
Q4 		$1.35M Buy
18,608
+5,256
+39% +$360K 0.08% 252
2023
Q3 		$927K Sell
13,352
-215
-2% -$15.5K 0.06% 276
2023
Q2 		$990K Sell
13,567
-150
-1% -$11.1K 0.06% 280
2023
Q1 		$956K Buy
13,717
+74
+0.5% +$4.9K 0.06% 295
2022
Q4 		$909K Sell
13,643
-652
-5% -$41.2K 0.06% 292
2022
Q3 		$784K Buy
14,295
+1,766
+14% +$110K 0.06% 315
2022
Q2 		$778K Sell
12,529
-1,796
-13% -$113K 0.06% 321
2022
Q1 		$899K Buy
14,325
+3,663
+34% +$238K 0.06% 314
2021
Q4 		$707K Sell
10,662
-754
-7% -$46.5K 0.05% 314
2021
Q3 		$664K Buy
11,416
+4,176
+58% +$260K 0.06% 275
2021
Q2 		$452K Buy
7,240
+683
+10% +$42.1K 0.05% 314
2021
Q1 		$384K Buy
+6,557
New +$370K 0.06% 278
2020
Q2 		– Sell
-5,272
Closed -$264K – 278
2020
Q1 		$264K Sell
5,272
-106
-2% -$5.74K 0.07% 210
2019
Q4 		$296K Buy
5,378
+127
+2% +$6.79K 0.07% 194
2019
Q3 		$290K Buy
5,251
+310
+6% +$17K 0.07% 209
2019
Q2 		$266K Buy
+4,941
New +$257K 0.08% 216

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

Gladstone Institutional Advisory's MDLZ Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Mondelez International (MDLZ) stake by 5.9% in Q1 2026, buying an estimated $38.2K and bringing the position to 11,757 shares worth $678K. The position accounts for 0.03% of the portfolio, ranked #466.

Gladstone Institutional Advisory first reported a position in MDLZ in Q2 2019 and has held it in 25 quarters since. The position peaked at $1.35M in Q4 2023. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Gladstone Institutional Advisory held 11,757 shares of Mondelez International worth $678K as of Q1 2026.
  • Gladstone Institutional Advisory bought 660 Mondelez International shares in Q1 2026, an estimated $38.2K.
  • Mondelez International made up 0.03% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #466 holding.
  • Gladstone Institutional Advisory first reported a position in Mondelez International in Q2 2019 and has held it in 25 quarters since.
  • Gladstone Institutional Advisory's Mondelez International position peaked at $1.35M in Q4 2023.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.