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Carson Advisory’s Mondelez International MDLZ Stock Holding History

Carson 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
Q2 		$316K Buy
5,461
+118
+2% +$7.11K 0.15% 141
2026
Q1 		$308K Buy
5,343
+1
+0% +$58 0.16% 131
2025
Q4 		$288K Sell
5,342
-451
-8% -$26K 0.15% 134
2025
Q3 		$362K Sell
5,793
-199
-3% -$12.8K 0.2% 110
2025
Q2 		$404K Buy
5,992
+1
+0% +$67 0.26% 90
2025
Q1 		$406K Buy
5,991
+302
+5% +$18.6K 0.27% 81
2024
Q4 		$340K Buy
5,689
+601
+12% +$39.7K 0.24% 101
2024
Q3 		$375K Sell
5,088
-265
-5% -$18.6K 0.24% 104
2024
Q2 		$350K Buy
5,353
+1,601
+43% +$110K 0.25% 103
2024
Q1 		$263K Buy
3,752
+28
+0.8% +$2.04K 0.18% 131
2023
Q4 		$270K Buy
3,724
+79
+2% +$5.41K 0.21% 120
2023
Q3 		$253K Buy
3,645
+774
+27% +$55.8K 0.22% 121
2023
Q2 		$209K Sell
2,871
-143
-5% -$10.6K 0.18% 142
2023
Q1 		$210K Sell
3,014
-841
-22% -$55.7K 0.19% 134
2022
Q4 		$257K Buy
3,855
+1
+0% +$63 0.25% 101
2022
Q3 		$211K Buy
3,854
+31
+0.8% +$1.93K 0.23% 110
2022
Q2 		$237K Sell
3,823
-199
-5% -$12.6K 0.26% 100
2022
Q1 		$252K Buy
4,022
+88
+2% +$5.73K 0.25% 98
2021
Q4 		$261K Buy
+3,934
New +$243K 0.26% 99

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

Carson Advisory's MDLZ Position: Q2 2026 in Review

Carson Advisory increased its Mondelez International (MDLZ) stake by 2.2% in Q2 2026, buying an estimated $7.11K and bringing the position to 5,461 shares worth $316K. The position accounts for 0.15% of the portfolio, ranked #141.

Carson Advisory first reported a position in MDLZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $406K in Q1 2025. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Carson Advisory held 5,461 shares of Mondelez International worth $316K as of Q2 2026.
  • Carson Advisory bought 118 Mondelez International shares in Q2 2026, an estimated $7.11K.
  • Mondelez International made up 0.15% of Carson Advisory's portfolio in Q2 2026, its #141 holding.
  • Carson Advisory first reported a position in Mondelez International in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's Mondelez International position peaked at $406K in Q1 2025.
  • 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.