Halbert Hargrove Global Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.1K | Buy |
330
+5
| +2% | +$301 | ﹤0.01% | 270 |
|
|
2026
Q1 | $18.7K | Hold |
325
| – | – | ﹤0.01% | 253 |
|
|
2025
Q4 | $17.5K | Sell |
325
-196
| -38% | -$11.3K | ﹤0.01% | 260 |
|
|
2025
Q3 | $32.5K | Buy |
521
+196
| +60% | +$12.6K | ﹤0.01% | 211 |
|
|
2025
Q2 | $21.9K | Sell |
325
-23
| -7% | -$1.53K | ﹤0.01% | 184 |
|
|
2025
Q1 | $23.6K | Buy |
348
+23
| +7% | +$1.42K | ﹤0.01% | 183 |
|
|
2024
Q4 | $19.4K | Buy |
+325
| New | +$21.5K | ﹤0.01% | 192 |
|
|
2023
Q2 | – | Sell |
-4,185
| Closed | -$292K | – | 138 |
|
|
2023
Q1 | $292K | Buy |
4,185
+230
| +6% | +$15.2K | 0.02% | 114 |
|
|
2022
Q4 | $264K | Sell |
3,955
-180
| -4% | -$11.4K | 0.02% | 121 |
|
|
2022
Q3 | $227K | Buy |
4,135
+72
| +2% | +$4.47K | 0.02% | 133 |
|
|
2022
Q2 | $252K | Sell |
4,063
-390
| -9% | -$24.6K | 0.02% | 128 |
|
|
2022
Q1 | $279K | Sell |
4,453
-4
| -0.1% | -$260 | 0.02% | 124 |
|
|
2021
Q4 | $295K | Buy |
4,457
+291
| +7% | +$18K | 0.02% | 118 |
|
|
2021
Q3 | $242K | Sell |
4,166
-53
| -1% | -$3.3K | 0.02% | 123 |
|
|
2021
Q2 | $263K | Buy |
4,219
+62
| +1% | +$3.82K | 0.02% | 122 |
|
|
2021
Q1 | $243K | Buy |
4,157
+94
| +2% | +$5.31K | 0.02% | 111 |
|
|
2020
Q4 | $238K | Sell |
4,063
-39
| -1% | -$2.23K | 0.02% | 100 |
|
|
2020
Q3 | $236K | Buy |
4,102
+156
| +4% | +$8.68K | 0.02% | 85 |
|
|
2020
Q2 | $202K | Sell |
3,946
-196
| -5% | -$10.1K | 0.03% | 89 |
|
|
2020
Q1 | $207K | Sell |
4,142
-153
| -4% | -$8.29K | 0.04% | 75 |
|
|
2019
Q4 | $237K | Sell |
4,295
-188
| -4% | -$10.1K | 0.06% | 69 |
|
|
2019
Q3 | $248K | Buy |
4,483
+22
| +0.5% | +$1.2K | 0.07% | 69 |
|
|
2019
Q2 | $240K | Buy |
+4,461
| New | +$232K | 0.07% | 68 |
|
|
2018
Q4 | – | Sell |
-4,923
| Closed | -$211K | – | 86 |
|
|
2018
Q3 | $211K | Sell |
4,923
-272
| -5% | -$11.6K | 0.05% | 71 |
|
|
2018
Q2 | $213K | Sell |
5,195
-196
| -4% | -$7.88K | 0.06% | 68 |
|
|
2018
Q1 | $225K | Buy |
5,391
+700
| +15% | +$30.4K | 0.06% | 63 |
|
|
2017
Q4 | $201K | Buy |
+4,691
| New | +$197K | 0.05% | 71 |
|
|
2017
Q3 | – | Sell |
-6,253
| Closed | -$270K | – | 70 |
|
|
2017
Q2 | $270K | Buy |
6,253
+9
| +0.1% | +$406 | 0.07% | 54 |
|
|
2017
Q1 | $269K | Sell |
6,244
-618
| -9% | -$27.4K | 0.07% | 65 |
|
|
2016
Q4 | $304K | Sell |
6,862
-59
| -0.9% | -$2.54K | 0.08% | 48 |
|
|
2016
Q3 | $304K | Sell |
6,921
-527
| -7% | -$23.1K | 0.09% | 47 |
|
|
2016
Q2 | $339K | Buy |
7,448
+124
| +2% | +$5.4K | 0.1% | 44 |
|
|
2016
Q1 | $294K | Sell |
7,324
-870
| -11% | -$35.4K | 0.11% | 48 |
|
|
2015
Q4 | $367K | Sell |
8,194
-147
| -2% | -$6.58K | 0.16% | 46 |
|
|
2015
Q3 | $349K | Sell |
8,341
-12,751
| -60% | -$549K | 0.17% | 45 |
|
|
2015
Q2 | $868K | Sell |
21,092
-650
| -3% | -$25.5K | 0.21% | 35 |
|
|
2015
Q1 | $785K | Buy |
21,742
+11,515
| +113% | +$416K | 0.25% | 44 |
|
|
2014
Q4 | $371K | Buy |
10,227
+614
| +6% | +$22.3K | 0.18% | 59 |
|
|
2014
Q3 | $329K | Buy |
+9,613
| New | +$350K | 0.09% | 88 |
|
Other funds holding MDLZ
LT
CIM
QP
ZIC
GIA
BEI
RG
Halbert Hargrove Global Advisors's MDLZ Position: Q2 2026 in Review
Halbert Hargrove Global Advisors increased its Mondelez International (MDLZ) stake by 1.5% in Q2 2026, buying an estimated $301 and bringing the position to 330 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #270.
Halbert Hargrove Global Advisors first reported a position in MDLZ in Q3 2014 and has held it in 39 quarters since. The position peaked at $868K in Q2 2015. 608 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.
- Halbert Hargrove Global Advisors held 330 shares of Mondelez International worth $19.1K as of Q2 2026.
- Halbert Hargrove Global Advisors bought 5 Mondelez International shares in Q2 2026, an estimated $301.
- Mondelez International made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #270 holding.
- Halbert Hargrove Global Advisors first reported a position in Mondelez International in Q3 2014 and has held it in 39 quarters since.
- Halbert Hargrove Global Advisors's Mondelez International position peaked at $868K in Q2 2015.
- 608 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.
Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.