RYIA
MDLZ icon

Roehl & Yi Investment Advisors’s Mondelez International MDLZ Stock Holding History

Roehl & Yi Investment Advisors’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 		$367K Buy
6,351
+137
+2% +$8.25K 0.12% 134
2026
Q1 		$358K Buy
+6,214
New +$360K 0.13% 118
2025
Q4 		– Sell
-5,959
Closed -$372K – 177
2025
Q3 		$372K Sell
5,959
-42
-0.7% -$2.71K 0.16% 110
2025
Q2 		$405K Buy
6,001
+2,591
+76% +$173K 0.21% 102
2025
Q1 		$231K Buy
+3,410
New +$210K 0.13% 138

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 $3.37T 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

Roehl & Yi Investment Advisors's MDLZ Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Mondelez International (MDLZ) stake by 2.2% in Q2 2026, buying an estimated $8.25K and bringing the position to 6,351 shares worth $367K. The position accounts for 0.12% of the portfolio, ranked #134.

Roehl & Yi Investment Advisors first reported a position in MDLZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $405K in Q2 2025. 1,895 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Roehl & Yi Investment Advisors held 6,351 shares of Mondelez International worth $367K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 137 Mondelez International shares in Q2 2026, an estimated $8.25K.
  • Mondelez International made up 0.12% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #134 holding.
  • Roehl & Yi Investment Advisors first reported a position in Mondelez International in Q1 2025 and has held it in 5 quarters since.
  • Roehl & Yi Investment Advisors's Mondelez International position peaked at $405K in Q2 2025.
  • 1,895 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.