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

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kovitz Investment Group Partners's MDLZ Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Mondelez International (MDLZ) stake by 2.8% in Q2 2026, selling an estimated $9.64K and leaving 5,650 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #427.

Kovitz Investment Group Partners first reported a position in MDLZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $32.8M in Q2 2024. 1,900 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Kovitz Investment Group Partners held 5,650 shares of Mondelez International worth $327K as of Q2 2026.
  • Kovitz Investment Group Partners sold 160 Mondelez International shares in Q2 2026, an estimated $9.64K.
  • Mondelez International made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #427 holding.
  • Kovitz Investment Group Partners first reported a position in Mondelez International in Q4 2019 and has held it in 27 quarters since.
  • Kovitz Investment Group Partners's Mondelez International position peaked at $32.8M in Q2 2024.
  • 1,900 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.