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Steward Partners Investment Advisory’s Mondelez International MDLZ Stock Holding History

Steward Partners Investment Advisory’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 		$8.67M Sell
150,418
-1,891
-1% -$110K 0.04% 361
2025
Q4 		$8.2M Sell
152,309
-8,150
-5% -$469K 0.05% 344
2025
Q3 		$10M Buy
160,459
+1,860
+1% +$120K 0.06% 282
2025
Q2 		$10.7M Buy
158,599
+514
+0.3% +$34.3K 0.08% 234
2025
Q1 		$10.7M Sell
158,085
-1,221
-0.8% -$75.3K 0.09% 215
2024
Q4 		$9.52M Buy
159,306
+3,233
+2% +$214K 0.08% 230
2024
Q3 		$11.5M Buy
156,073
+24,008
+18% +$1.69M 0.11% 189
2024
Q2 		$8.64M Buy
132,065
+5,221
+4% +$358K 0.09% 226
2024
Q1 		$8.88M Buy
126,844
+7,538
+6% +$550K 0.1% 218
2023
Q4 		$8.64M Buy
119,306
+8,472
+8% +$581K 0.12% 185
2023
Q3 		$7.69M Buy
110,834
+7,446
+7% +$537K 0.12% 182
2023
Q2 		$7.54M Buy
103,388
+1,274
+1% +$94.1K 0.11% 190
2023
Q1 		$7.12M Buy
102,114
+2,027
+2% +$134K 0.11% 190
2022
Q4 		$6.67M Buy
100,087
+993
+1% +$62.8K 0.11% 200
2022
Q3 		$5.43M Buy
99,094
+36,386
+58% +$2.26M 0.1% 218
2022
Q2 		$3.89M Buy
62,708
+1,109
+2% +$70.1K 0.07% 285
2022
Q1 		$3.87M Buy
61,599
+6,138
+11% +$400K 0.06% 314
2021
Q4 		$3.68M Buy
55,461
+794
+1% +$49K 0.06% 328
2021
Q3 		$3.18M Buy
54,667
+368
+0.7% +$22.9K 0.05% 338
2021
Q2 		$3.39M Sell
54,299
-14,924
-22% -$919K 0.06% 323
2021
Q1 		$4.05M Buy
69,223
+9,004
+15% +$508K 0.07% 287
2020
Q4 		$3.52M Buy
60,219
+3,699
+7% +$211K 0.08% 258
2020
Q3 		$3.25M Buy
56,520
+1,625
+3% +$90.5K 0.08% 239
2020
Q2 		$2.81M Buy
54,895
+7,939
+17% +$408K 0.08% 244
2020
Q1 		$2.35M Buy
46,956
+3,844
+9% +$208K 0.09% 237
2019
Q4 		$2.37M Sell
43,112
-209
-0.5% -$11.2K 0.07% 278
2019
Q3 		$2.4M Buy
43,321
+4,501
+12% +$246K 0.08% 249
2019
Q2 		$2.09M Sell
38,820
-13,079
-25% -$679K 0.08% 251
2019
Q1 		$2.59M Sell
51,899
-17,737
-25% -$814K 0.11% 194
2018
Q4 		$2.79M Buy
69,636
+51,168
+277% +$2.18M 0.14% 174
2018
Q3 		$793K Buy
18,468
+8,053
+77% +$344K 0.04% 398
2018
Q2 		$427K Buy
10,415
+664
+7% +$26.7K 0.03% 498
2018
Q1 		$406K Buy
9,751
+134
+1% +$5.82K 0.03% 466
2017
Q4 		$411K Buy
9,617
+1,931
+25% +$81.1K 0.03% 398
2017
Q3 		$312K Buy
7,686
+339
+5% +$14.4K 0.03% 369
2017
Q2 		$317K Sell
7,347
-797
-10% -$35.9K 0.04% 340
2017
Q1 		$350K Buy
8,144
+3,347
+70% +$148K 0.05% 243
2016
Q4 		$212K Buy
+4,797
New +$207K 0.1% 176

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

Steward Partners Investment Advisory's MDLZ Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Mondelez International (MDLZ) stake by 1.2% in Q1 2026, selling an estimated $110K and leaving 150,418 shares worth $8.67M. The position accounts for 0.04% of the portfolio, ranked #361.

Steward Partners Investment Advisory first reported a position in MDLZ in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.5M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Steward Partners Investment Advisory held 150,418 shares of Mondelez International worth $8.67M as of Q1 2026.
  • Steward Partners Investment Advisory sold 1,891 Mondelez International shares in Q1 2026, an estimated $110K.
  • Mondelez International made up 0.04% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #361 holding.
  • Steward Partners Investment Advisory first reported a position in Mondelez International in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Mondelez International position peaked at $11.5M in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.