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

Evelyn Partners Investment 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	$5.97M	Buy	103,654 +1,680	+2%	+$97.3K	0.16%	70
2025 Q4	$5.49M	Sell	101,974 -20,080	-16%	-$1.16M	0.15%	77
2025 Q3	$7.62M	Sell	122,054 -21,602	-15%	-$1.39M	0.22%	66
2025 Q2	$9.69M	Sell	143,656 -22,641	-14%	-$1.51M	0.3%	57
2025 Q1	$11.3M	Sell	166,297 -2,331	-1%	-$144K	0.38%	53
2024 Q4	$10.1M	Buy	+168,628	New	+$11.2M	0.33%	56

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 Investment Management's MDLZ Position: Q1 2026 in Review

Evelyn Partners Investment Management increased its Mondelez International (MDLZ) stake by 1.6% in Q1 2026, buying an estimated $97.3K and bringing the position to 103,654 shares worth $5.97M. The position accounts for 0.16% of the portfolio, ranked #70.

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

Evelyn Partners Investment Management held 103,654 shares of Mondelez International worth $5.97M as of Q1 2026.
Evelyn Partners Investment Management bought 1,680 Mondelez International shares in Q1 2026, an estimated $97.3K.
Mondelez International made up 0.16% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #70 holding.
Evelyn Partners Investment Management first reported a position in Mondelez International in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Mondelez International position peaked at $11.3M in Q1 2025.
1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

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