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Robertson Stephens Wealth Management’s Mondelez International MDLZ Stock Holding History

Robertson Stephens Wealth Management’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
Q2 		$704K Buy
12,064
+313
+3% +$18.9K 0.02% 387
2026
Q1 		$683K Buy
11,751
+1,555
+15% +$90.1K 0.02% 362
2025
Q4 		$554K Buy
10,196
+394
+4% +$22.7K 0.01% 403
2025
Q3 		$617K Buy
9,802
+720
+8% +$46.4K 0.02% 325
2025
Q2 		$617K Sell
9,082
-1,153
-11% -$76.9K 0.02% 336
2025
Q1 		$699K Sell
10,235
-170
-2% -$10.5K 0.02% 313
2024
Q4 		$626K Sell
10,405
-254
-2% -$16.8K 0.02% 326
2024
Q3 		$790K Buy
10,659
+652
+7% +$45.8K 0.03% 320
2024
Q2 		$659K Buy
10,007
+1,896
+23% +$130K 0.03% 286
2024
Q1 		$571K Buy
8,111
+1,556
+24% +$114K 0.03% 325
2023
Q4 		$478K Buy
6,555
+3,467
+112% +$238K 0.03% 316
2023
Q3 		$216K Buy
3,088
+100
+3% +$7.21K 0.01% 420
2023
Q2 		$219K Sell
2,988
-320
-10% -$23.6K 0.02% 400
2023
Q1 		$232K Sell
3,308
-449
-12% -$29.7K 0.02% 402
2022
Q4 		$252K Sell
3,757
-95
-2% -$6.01K 0.02% 362
2022
Q3 		$212K Sell
3,852
-2,446
-39% -$152K 0.02% 336
2022
Q2 		$393K Sell
6,298
-3,628
-37% -$229K 0.04% 265
2022
Q1 		$626K Sell
9,926
-1,400
-12% -$91.1K 0.05% 229
2021
Q4 		$754K Buy
+11,326
New +$699K 0.06% 211

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.38T AUM 44.17% 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

Robertson Stephens Wealth Management's MDLZ Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Mondelez International (MDLZ) stake by 2.7% in Q2 2026, buying an estimated $18.9K and bringing the position to 12,064 shares worth $704K. The position accounts for 0.02% of the portfolio, ranked #387.

Robertson Stephens Wealth Management first reported a position in MDLZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $790K in Q3 2024. 1,904 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Robertson Stephens Wealth Management held 12,064 shares of Mondelez International worth $704K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 313 Mondelez International shares in Q2 2026, an estimated $18.9K.
  • Mondelez International made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #387 holding.
  • Robertson Stephens Wealth Management first reported a position in Mondelez International in Q4 2021 and has held it in 19 quarters since.
  • Robertson Stephens Wealth Management's Mondelez International position peaked at $790K in Q3 2024.
  • 1,904 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.