Evelyn Partners Asset Management’s Mondelez International MDLZ Stock Holding History

Evelyn Partners Asset Management’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	$1.65M	Buy	28,621 +2,668	+10%	+$155K	0.41%	53
2025 Q4	$1.4M	Sell	25,953 -6,138	-19%	-$353K	0.33%	59
2025 Q3	$2M	Sell	32,091 -9	-0%	-$580	0.45%	53
2025 Q2	$2.16M	Buy	32,100 +1,458	+5%	+$97.3K	0.55%	46
2025 Q1	$2.08M	Buy	30,642 +1,506	+5%	+$92.8K	0.58%	46
2024 Q4	$1.74M	Buy	+29,136	New	+$1.93M	0.47%	50

Other funds holding MDLZ

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evelyn Partners Asset Management's MDLZ Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Mondelez International (MDLZ) stake by 10% in Q1 2026, buying an estimated $155K and bringing the position to 28,621 shares worth $1.65M. The position accounts for 0.41% of the portfolio, ranked #53.

Evelyn Partners Asset Management first reported a position in MDLZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.16M in Q2 2025. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

Evelyn Partners Asset Management held 28,621 shares of Mondelez International worth $1.65M as of Q1 2026.
Evelyn Partners Asset Management bought 2,668 Mondelez International shares in Q1 2026, an estimated $155K.
Mondelez International made up 0.41% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #53 holding.
Evelyn Partners Asset Management first reported a position in Mondelez International in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's Mondelez International position peaked at $2.16M in Q2 2025.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.