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Stoneridge Investment Partners’s Mondelez International MDLZ Stock Holding History

Stoneridge Investment 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
Q2 		$471K Buy
+7,563
New +$456K 0.31% 106
2018
Q4 		– Sell
-74,187
Closed -$3.19M – 138
2018
Q3 		$3.19M Sell
74,187
-23,071
-24% -$984K 0.68% 51
2018
Q2 		$3.99M Buy
+97,258
New +$3.91M 0.77% 55
2017
Q4 		– Sell
-257,824
Closed -$10.5M – 243
2017
Q3 		$10.5M Buy
+257,824
New +$10.9M 1.65% 10
2017
Q1 		– Sell
-137,125
Closed -$6.08M – 333
2016
Q4 		$6.08M Sell
137,125
-110,787
-45% -$4.77M 0.83% 27
2016
Q3 		$10.9M Sell
247,912
-22,051
-8% -$967K 1.58% 6
2016
Q2 		$12.3M Buy
269,963
+83,154
+45% +$3.62M 1.83% 4
2016
Q1 		$7.5M Buy
+186,809
New +$7.61M 1.1% 21
2015
Q2 		– Sell
-61,119
Closed -$2.21M – 294
2015
Q1 		$2.21M Buy
+61,119
New +$2.21M 0.26% 124
2014
Q1 		– Sell
-285,413
Closed -$10.1M – 216
2013
Q4 		$10.1M Buy
+285,413
New +$9.49M 1.93% 9
2013
Q3 		– Sell
-203,874
Closed -$5.82M – 224
2013
Q2 		$5.82M Buy
+203,874
New +$6.2M 1.36% 23

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

Stoneridge Investment Partners's MDLZ Position: Q2 2026 in Review

Stoneridge Investment Partners opened a new position in Mondelez International (MDLZ) in Q2 2026: 7,563 shares worth $471K. The stake represents 0.31% of the portfolio and ranks #106 among its holdings. This is a return to the name: Stoneridge Investment Partners previously reported a position in MDLZ as recently as Q3 2018.

Stoneridge Investment Partners first reported a position in MDLZ in Q2 2013 and has held it in 11 quarters since. The position peaked at $12.3M in Q2 2016. 1,900 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Stoneridge Investment Partners held 7,563 shares of Mondelez International worth $471K as of Q2 2026.
  • Mondelez International was a new Stoneridge Investment Partners position in Q2 2026.
  • Mondelez International made up 0.31% of Stoneridge Investment Partners's portfolio in Q2 2026, its #106 holding.
  • Stoneridge Investment Partners first reported a position in Mondelez International in Q2 2013 and has held it in 11 quarters since.
  • Stoneridge Investment Partners's Mondelez International position peaked at $12.3M in Q2 2016.
  • 1,900 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.