Obermeyer Wealth Partners’s Mondelez International MDLZ Stock Holding History

Obermeyer Wealth 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	$454K	Sell	7,871 -839	-10%	-$48.6K	0.02%	184
2025 Q4	$469K	Sell	8,710 -49	-0.6%	-$2.82K	0.02%	176
2025 Q3	$547K	Hold	8,759	–	–	0.03%	156
2025 Q2	$591K	Sell	8,759 -184	-2%	-$12.3K	0.03%	142
2025 Q1	$607K	Buy	8,943 +931	+12%	+$57.4K	0.03%	131
2024 Q4	$479K	Sell	8,012 -725	-8%	-$47.9K	0.02%	159
2024 Q3	$644K	Sell	8,737 -123	-1%	-$8.65K	0.03%	130
2024 Q2	$580K	Sell	8,860 -132	-1%	-$9.06K	0.03%	135
2024 Q1	$629K	Sell	8,992 -51	-0.6%	-$3.72K	0.04%	121
2023 Q4	$655K	Sell	9,043 -238	-3%	-$16.3K	0.04%	92
2023 Q3	$644K	Sell	9,281 -571	-6%	-$41.1K	0.05%	95
2023 Q2	$719K	Buy	9,852 +65	+0.7%	+$4.8K	0.05%	93
2023 Q1	$682K	Buy	9,787 +46	+0.5%	+$3.05K	0.05%	95
2022 Q4	$649K	Buy	9,741 +537	+6%	+$34K	0.05%	94
2022 Q3	$505K	Sell	9,204 -1,725	-16%	-$107K	0.04%	115
2022 Q2	$679K	Buy	10,929 +122	+1%	+$7.71K	0.05%	87
2022 Q1	$678K	Hold	10,807	–	–	0.04%	104
2021 Q4	$717K	Buy	10,807 +663	+7%	+$40.9K	0.04%	99
2021 Q3	$590K	Sell	10,144 -15	-0.1%	-$933	0.03%	107
2021 Q2	$634K	Buy	10,159 +558	+6%	+$34.4K	0.04%	109
2021 Q1	$562K	Buy	9,601 +4,000	+71%	+$226K	0.03%	113
2020 Q4	$327K	Sell	5,601 -17	-0.3%	-$972	0.02%	109
2020 Q3	$323K	Buy	5,618 +1,585	+39%	+$88.2K	0.02%	111
2020 Q2	$206K	Buy	+4,033	New	+$207K	0.02%	130
2019 Q3	–	Sell	-4,376	Closed	-$236K	–	127
2019 Q2	$236K	Hold	4,376	–	–	0.02%	108
2019 Q1	$218K	Buy	+4,376	New	+$201K	0.02%	109
2018 Q4	–	Sell	-5,776	Closed	-$248K	–	118
2018 Q3	$248K	Buy	5,776 +175	+3%	+$7.47K	0.02%	108
2018 Q2	$230K	Hold	5,601	–	–	0.02%	107
2018 Q1	$234K	Hold	5,601	–	–	0.02%	104
2017 Q4	$240K	Sell	5,601 -75	-1%	-$3.15K	0.02%	111
2017 Q3	$231K	Sell	5,676 -99	-2%	-$4.2K	0.02%	107
2017 Q2	$249K	Sell	5,775 -1,653	-22%	-$74.5K	0.02%	109
2017 Q1	$320K	Hold	7,428	–	–	0.03%	98
2016 Q4	$329K	Sell	7,428 -560	-7%	-$24.1K	0.03%	98
2016 Q3	$351K	Sell	7,988 -115	-1%	-$5.04K	0.03%	94
2016 Q2	$369K	Sell	8,103 -1,669	-17%	-$72.7K	0.04%	90
2016 Q1	$392K	Hold	9,772	–	–	0.04%	82
2015 Q4	$438K	Hold	9,772	–	–	0.04%	82
2015 Q3	$409K	Sell	9,772 -297	-3%	-$12.8K	0.04%	78
2015 Q2	$414K	Buy	10,069 +1,084	+12%	+$42.5K	0.04%	90
2015 Q1	$324K	Sell	8,985 -100	-1%	-$3.62K	0.03%	110
2014 Q4	$330K	Buy	9,085 +2,350	+35%	+$85.5K	0.03%	112
2014 Q3	$231K	Hold	6,735	–	–	0.06%	56
2014 Q2	$253K	Sell	6,735 -1,176	-15%	-$43K	0.06%	49
2014 Q1	$273K	Buy	7,911 +341	+5%	+$11.7K	0.07%	45
2013 Q4	$267K	Hold	7,570	–	–	0.07%	51
2013 Q3	$238K	Hold	7,570	–	–	0.07%	50
2013 Q2	$216K	Buy	+7,570	New	+$230K	0.06%	54

Other funds holding MDLZ

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Obermeyer Wealth Partners's MDLZ Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its Mondelez International (MDLZ) stake by 9.6% in Q1 2026, selling an estimated $48.6K and leaving 7,871 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #184.

Obermeyer Wealth Partners first reported a position in MDLZ in Q2 2013 and has held it in 48 quarters since. The position peaked at $719K in Q2 2023. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Obermeyer Wealth Partners held 7,871 shares of Mondelez International worth $454K as of Q1 2026.
Obermeyer Wealth Partners sold 839 Mondelez International shares in Q1 2026, an estimated $48.6K.
Mondelez International made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #184 holding.
Obermeyer Wealth Partners first reported a position in Mondelez International in Q2 2013 and has held it in 48 quarters since.
Obermeyer Wealth Partners's Mondelez International position peaked at $719K in Q2 2023.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.