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
2021
Q4 		– Sell
-421
Closed -$432K – 443
2021
Q3 		$432K Buy
421
+4
+1% +$249 0.01% 363
2021
Q2 		$565K Buy
417
+8
+2% +$493 0.01% 354
2021
Q1 		$450K Buy
+409
New +$23.1K 0.01% 346

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.