Carson Wealth (CWM LLC)
MDLZ icon

Carson Wealth (CWM LLC)’s Mondelez International MDLZ Stock Holding History

Carson Wealth (CWM LLC)’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 		$3.61M Sell
62,704
-87,865
-58% -$5.09M 0.01% 944
2025
Q4 		$8.11M Sell
150,569
-13,949
-8% -$803K 0.02% 592
2025
Q3 		$10.3M Buy
164,518
+23,271
+16% +$1.5M 0.03% 462
2025
Q2 		$9.53M Buy
141,247
+25,787
+22% +$1.72M 0.03% 399
2025
Q1 		$7.83M Buy
115,460
+12,482
+12% +$769K 0.03% 407
2024
Q4 		$6.15M Buy
102,978
+275
+0.3% +$18.2K 0.03% 428
2024
Q3 		$7.57M Buy
102,703
+9,208
+10% +$647K 0.03% 359
2024
Q2 		$6.12M Buy
93,495
+6,879
+8% +$472K 0.03% 378
2024
Q1 		$6.06M Buy
86,616
+11,574
+15% +$845K 0.03% 387
2023
Q4 		$5.43M Buy
75,042
+13,536
+22% +$928K 0.03% 385
2023
Q3 		$4.27M Buy
61,506
+13,196
+27% +$951K 0.03% 391
2023
Q2 		$3.52M Buy
48,310
+10,052
+26% +$743K 0.02% 419
2023
Q1 		$2.67M Buy
38,258
+3,193
+9% +$211K 0.02% 437
2022
Q4 		$2.34M Sell
35,065
-2,749
-7% -$174K 0.02% 428
2022
Q3 		$2.07M Buy
37,814
+4,799
+15% +$298K 0.02% 413
2022
Q2 		$2.05M Buy
33,015
+8,963
+37% +$566K 0.02% 407
2022
Q1 		$1.51M Buy
24,052
+3,713
+18% +$242K 0.01% 462
2021
Q4 		$1.35M Buy
+20,339
New +$1.26M 0.01% 522
2021
Q2 		$21.9M Hold
350,945
– – 0.17% 122
2021
Q1 		$21.9M Hold
350,945
– – 0.17% 122
2020
Q4 		$21.9M Hold
350,945
– – 0.17% 122
2020
Q3 		$21.9M Hold
350,945
– – 0.17% 122
2020
Q2 		$21.9M Hold
350,945
– – 0.17% 122
2020
Q1 		$21.9M Hold
350,945
– – 0.17% 122
2019
Q4 		$21.9M Hold
350,945
– – 0.17% 122
2019
Q3 		$21.9M Hold
350,945
– – 0.17% 122
2019
Q2 		$21.9M Hold
350,945
– – 0.17% 122
2019
Q1 		$21.9M Buy
350,945
+347,235
+9,359% +$15.9M 0.17% 122
2018
Q4 		$149K Buy
3,710
+750
+25% +$32K ﹤0.01% 656
2018
Q3 		$127K Buy
2,960
+55
+2% +$2.35K ﹤0.01% 581
2018
Q2 		$119K Buy
2,905
+86
+3% +$3.46K ﹤0.01% 496
2018
Q1 		$118K Sell
2,819
-12
-0.4% -$521 ﹤0.01% 427
2017
Q4 		$121K Sell
2,831
-342
-11% -$14.4K 0.01% 406
2017
Q3 		$129K Buy
3,173
+140
+5% +$5.95K 0.01% 381
2017
Q2 		$131K Sell
3,033
-137
-4% -$6.18K 0.01% 357
2017
Q1 		$137K Sell
3,170
-846
-21% -$37.5K 0.01% 329
2016
Q4 		$178K Buy
4,016
+373
+10% +$16.1K 0.01% 282
2016
Q3 		$160K Buy
3,643
+528
+17% +$23.2K 0.01% 283
2016
Q2 		$142K Sell
3,115
-106
-3% -$4.62K 0.01% 271
2016
Q1 		$129K Buy
3,221
+1,091
+51% +$44.4K 0.01% 255
2015
Q4 		$96K Sell
2,130
-806
-27% -$36.1K 0.01% 261
2015
Q3 		$123K Buy
+2,936
New +$127K 0.01% 228
2014
Q1 		– Sell
-202
Closed -$7K – 354
2013
Q4 		$7K Buy
+202
New +$6.71K ﹤0.01% 484

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

Carson Wealth (CWM LLC)'s MDLZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Mondelez International (MDLZ) stake by 58% in Q1 2026, selling an estimated $5.09M and leaving 62,704 shares worth $3.61M. The position accounts for 0.01% of the portfolio, ranked #944.

Carson Wealth (CWM LLC) first reported a position in MDLZ in Q4 2013 and has held it in 43 quarters since. The position peaked at $21.9M in Q2 2021. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 62,704 shares of Mondelez International worth $3.61M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 87,865 Mondelez International shares in Q1 2026, an estimated $5.09M.
  • Mondelez International made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #944 holding.
  • Carson Wealth (CWM LLC) first reported a position in Mondelez International in Q4 2013 and has held it in 43 quarters since.
  • Carson Wealth (CWM LLC)'s Mondelez International position peaked at $21.9M in Q2 2021.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.