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Evelyn Partners Investment Management Services’s Mondelez International MDLZ Stock Holding History

Evelyn Partners Investment Management Services’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 		$7.89M Sell
136,948
-16,174
-11% -$937K 0.93% 30
2025
Q4 		$8.24M Sell
153,122
-23,662
-13% -$1.36M 1.03% 27
2025
Q3 		$11M Buy
176,784
+8,538
+5% +$551K 1.48% 22
2025
Q2 		$11.3M Buy
168,246
+3,202
+2% +$214K 1.7% 20
2025
Q1 		$11.2M Buy
165,044
+2,651
+2% +$163K 1.84% 17
2024
Q4 		$9.7M Buy
+162,393
New +$10.7M 1.69% 20

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

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

Evelyn Partners Investment Management Services reduced its Mondelez International (MDLZ) stake by 11% in Q1 2026, selling an estimated $937K and leaving 136,948 shares worth $7.89M. The position accounts for 0.93% of the portfolio, ranked #30.

Evelyn Partners Investment Management Services first reported a position in MDLZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.3M in Q2 2025. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Evelyn Partners Investment Management Services held 136,948 shares of Mondelez International worth $7.89M as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 16,174 Mondelez International shares in Q1 2026, an estimated $937K.
  • Mondelez International made up 0.93% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #30 holding.
  • Evelyn Partners Investment Management Services first reported a position in Mondelez International in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Mondelez International position peaked at $11.3M in Q2 2025.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

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