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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
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 $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

Robertson Stephens Wealth Management's MDLZ Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its Mondelez International (MDLZ) stake by 15% in Q1 2026, buying an estimated $90.1K and bringing the position to 11,751 shares worth $683K. The position accounts for 0.02% of the portfolio, ranked #362.

Robertson Stephens Wealth Management first reported a position in MDLZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $790K in Q3 2024. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Robertson Stephens Wealth Management held 11,751 shares of Mondelez International worth $683K as of Q1 2026.
  • Robertson Stephens Wealth Management bought 1,555 Mondelez International shares in Q1 2026, an estimated $90.1K.
  • Mondelez International made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #362 holding.
  • Robertson Stephens Wealth Management first reported a position in Mondelez International in Q4 2021 and has held it in 18 quarters since.
  • Robertson Stephens Wealth Management's Mondelez International position peaked at $790K in Q3 2024.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.