Roehl & Yi Investment Advisors »

Mondelez Int shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Mondelez Int (MDLZ) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Mondelez Int

Tip: Access up to 7 years of quarterly data

All positions including Mondelez Int held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Mondelez Int by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $358k 6.2k 57.64
2025-09-30 $372k 6.0k 62.47
2025-06-30 $405k 6.0k 67.44
2025-03-31 $231k 3.4k 67.85

More positions owned by Roehl & Yi Investment Advisors

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Gold Tr Ishares New (IAU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Exxon Mobil Corporation (XOM)
Advisors Ser Tr Scharf Etf (KAT)

View all positions for Roehl & Yi Investment Advisors

Top funds holding Mondelez Int

Vanguard Group
BlackRock
Vanguard Capital Management
Capital Research Global Investors
State Street Corporation
Capital Research and Management Company - Division 3
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
FMR
Bank of America Corporation
Invesco
Northern Trust
Nuveen
Deutsche Bank Aktiengesellschaft

View all funds holding Mondelez Int