Kovitz Investment Group Partners
MDLZ icon

Kovitz Investment Group Partners’s Mondelez International MDLZ Stock Holding History

Kovitz Investment Group Partners’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 		$335K Buy
5,810
+95
+2% +$5.5K 0.01% 439
2025
Q4 		$308K Sell
5,715
-108,262
-95% -$6.23M 0.01% 433
2025
Q3 		$7.13M Sell
113,977
-5,194
-4% -$335K 0.03% 392
2025
Q2 		$8.05M Sell
119,171
-18,060
-13% -$1.2M 0.03% 352
2025
Q1 		$9.31M Buy
137,231
+3,987
+3% +$246K 0.05% 284
2024
Q4 		$7.96M Sell
133,244
-5,688
-4% -$376K 0.04% 317
2024
Q3 		$8.01M Sell
138,932
-362,779
-72% -$25.5M 0.06% 264
2024
Q2 		$32.8M Buy
501,711
+400,141
+394% +$27.5M 0.28% 65
2024
Q1 		$7.11M Buy
101,570
+37,585
+59% +$2.74M 0.09% 161
2023
Q4 		$4.63M Buy
63,985
+1,009
+2% +$69.1K 0.08% 160
2023
Q3 		$4.37M Buy
62,976
+1,285
+2% +$92.6K 0.08% 161
2023
Q2 		$4.5M Sell
61,691
-5,031
-8% -$372K 0.07% 163
2023
Q1 		$4.65M Sell
66,722
-18,872
-22% -$1.25M 0.08% 157
2022
Q4 		$5.71M Buy
85,594
+5,013
+6% +$317K 0.11% 140
2022
Q3 		$4.42M Buy
80,581
+1,538
+2% +$95.5K 0.1% 156
2022
Q2 		$4.91M Buy
79,043
+2,250
+3% +$142K 0.11% 149
2022
Q1 		$4.82M Buy
76,793
+14,481
+23% +$943K 0.09% 167
2021
Q4 		$3.64M Sell
62,312
-36,351
-37% -$2.24M 0.09% 153
2021
Q3 		$5.74M Sell
98,663
-3,460
-3% -$215K 0.11% 131
2021
Q2 		$6.38M Buy
102,123
+29,173
+40% +$1.8M 0.13% 125
2021
Q1 		$4.27M Buy
72,950
+10,814
+17% +$610K 0.1% 147
2020
Q4 		$3.63M Sell
62,136
-8,145
-12% -$466K 0.09% 150
2020
Q3 		$4.04M Buy
70,281
+22,125
+46% +$1.23M 0.11% 127
2020
Q2 		$2.46M Buy
48,156
+31,872
+196% +$1.64M 0.08% 166
2020
Q1 		$816K Buy
16,284
+1,983
+14% +$107K 0.03% 260
2019
Q4 		$788K Buy
+14,301
New +$765K 0.02% 287

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

Kovitz Investment Group Partners's MDLZ Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Mondelez International (MDLZ) stake by 1.7% in Q1 2026, buying an estimated $5.5K and bringing the position to 5,810 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #439.

Kovitz Investment Group Partners first reported a position in MDLZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $32.8M in Q2 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Kovitz Investment Group Partners held 5,810 shares of Mondelez International worth $335K as of Q1 2026.
  • Kovitz Investment Group Partners bought 95 Mondelez International shares in Q1 2026, an estimated $5.5K.
  • Mondelez International made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #439 holding.
  • Kovitz Investment Group Partners first reported a position in Mondelez International in Q4 2019 and has held it in 26 quarters since.
  • Kovitz Investment Group Partners's Mondelez International position peaked at $32.8M in Q2 2024.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.