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Evercore Wealth Management’s Mondelez International MDLZ Stock Holding History

Evercore Wealth 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 		$1.17M Sell
20,319
-2,924
-13% -$169K 0.02% 207
2025
Q4 		$1.25M Sell
23,243
-3,169
-12% -$182K 0.02% 199
2025
Q3 		$1.65M Sell
26,412
-3,678
-12% -$237K 0.02% 177
2025
Q2 		$2.03M Sell
30,090
-476
-2% -$31.8K 0.03% 154
2025
Q1 		$2.07M Sell
30,566
-861
-3% -$53.1K 0.03% 153
2024
Q4 		$1.88M Sell
31,427
-894
-3% -$59.1K 0.03% 160
2024
Q3 		$2.38M Sell
32,321
-153
-0.5% -$10.8K 0.04% 148
2024
Q2 		$2.13M Sell
32,474
-881
-3% -$60.4K 0.03% 153
2024
Q1 		$2.33M Sell
33,355
-1,265
-4% -$92.3K 0.04% 150
2023
Q4 		$2.51M Buy
34,620
+581
+2% +$39.8K 0.04% 146
2023
Q3 		$2.36M Buy
34,039
+1,569
+5% +$113K 0.04% 136
2023
Q2 		$2.37M Buy
32,470
+1,955
+6% +$144K 0.04% 144
2023
Q1 		$2.13M Sell
30,515
-111
-0.4% -$7.35K 0.04% 149
2022
Q4 		$2.04M Buy
30,626
+545
+2% +$34.5K 0.04% 152
2022
Q3 		$1.65M Hold
30,081
– – 0.04% 156
2022
Q2 		$1.87M Sell
30,081
-100
-0.3% -$6.32K 0.04% 150
2022
Q1 		$1.9M Sell
30,181
-2,319
-7% -$151K 0.03% 169
2021
Q4 		$2.15M Buy
32,500
+2,033
+7% +$125K 0.04% 165
2021
Q3 		$1.77M Sell
30,467
-63
-0.2% -$3.92K 0.03% 176
2021
Q2 		$1.91M Sell
30,530
-268
-0.9% -$16.5K 0.03% 176
2021
Q1 		$1.8M Sell
30,798
-1,551
-5% -$87.6K 0.04% 178
2020
Q4 		$1.89M Buy
32,349
+1,620
+5% +$92.6K 0.04% 164
2020
Q3 		$1.76M Buy
30,729
+70
+0.2% +$3.9K 0.04% 153
2020
Q2 		$1.57M Buy
30,659
+1,350
+5% +$69.3K 0.04% 161
2020
Q1 		$1.47M Buy
29,309
+3,241
+12% +$176K 0.05% 155
2019
Q4 		$1.44M Sell
26,068
-200
-0.8% -$10.7K 0.04% 181
2019
Q3 		$1.45M Buy
26,268
+2,545
+11% +$139K 0.04% 170
2019
Q2 		$1.28M Sell
23,723
-207
-0.9% -$10.7K 0.04% 180
2019
Q1 		$1.2M Buy
23,930
+6,774
+39% +$311K 0.04% 181
2018
Q4 		$687K Sell
17,156
-2,722
-14% -$116K 0.03% 218
2018
Q3 		$854K Sell
19,878
-710
-3% -$30.3K 0.03% 221
2018
Q2 		$844K Sell
20,588
-70
-0.3% -$2.81K 0.03% 219
2018
Q1 		$862K Hold
20,658
– – 0.03% 197
2017
Q4 		$885K Sell
20,658
-935
-4% -$39.3K 0.03% 198
2017
Q3 		$878K Sell
21,593
-983
-4% -$41.7K 0.03% 188
2017
Q2 		$975K Buy
22,576
+2,204
+11% +$99.4K 0.04% 181
2017
Q1 		$878K Sell
20,372
-278
-1% -$12.3K 0.03% 194
2016
Q4 		$915K Sell
20,650
-178
-0.9% -$7.67K 0.04% 186
2016
Q3 		$914K Sell
20,828
-1,122
-5% -$49.2K 0.04% 187
2016
Q2 		$999K Sell
21,950
-8,631
-28% -$376K 0.04% 172
2016
Q1 		$1.23M Buy
30,581
+100
+0.3% +$4.07K 0.05% 161
2015
Q4 		$1.37M Buy
30,481
+414
+1% +$18.5K 0.06% 156
2015
Q3 		$1.26M Sell
30,067
-3,525
-10% -$152K 0.06% 163
2015
Q2 		$1.38M Buy
33,592
+12,100
+56% +$474K 0.06% 168
2015
Q1 		$775K Buy
21,492
+366
+2% +$13.2K 0.04% 216
2014
Q4 		$769K Buy
21,126
+66
+0.3% +$2.4K 0.04% 196
2014
Q3 		$721K Buy
21,060
+447
+2% +$16.3K 0.04% 217
2014
Q2 		$775K Buy
20,613
+600
+3% +$21.9K 0.04% 216
2014
Q1 		$690K Sell
20,013
-26,561
-57% -$908K 0.04% 220
2013
Q4 		$1.64M Buy
46,574
+24,995
+116% +$831K 0.09% 151
2013
Q3 		$677K Buy
21,579
+602
+3% +$18.7K 0.04% 244
2013
Q2 		$598K Buy
+20,977
New +$638K 0.03% 258

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

Evercore Wealth Management's MDLZ Position: Q1 2026 in Review

Evercore Wealth Management reduced its Mondelez International (MDLZ) stake by 13% in Q1 2026, selling an estimated $169K and leaving 20,319 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #207.

Evercore Wealth Management first reported a position in MDLZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.51M in Q4 2023. 1,899 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Evercore Wealth Management held 20,319 shares of Mondelez International worth $1.17M as of Q1 2026.
  • Evercore Wealth Management sold 2,924 Mondelez International shares in Q1 2026, an estimated $169K.
  • Mondelez International made up 0.02% of Evercore Wealth Management's portfolio in Q1 2026, its #207 holding.
  • Evercore Wealth Management first reported a position in Mondelez International in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's Mondelez International position peaked at $2.51M in Q4 2023.
  • 1,899 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.