Evergreen Capital Management’s Mondelez International MDLZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$614K Sell
10,539
-3,673
-26% -$221K 0.01% 782
2026
Q1
$825K Buy
14,212
+4,037
+40% +$234K 0.02% 555
2025
Q4
$553K Sell
10,175
-4,854
-32% -$279K 0.01% 688
2025
Q3
$946K Sell
15,029
-64
-0.4% -$4.13K 0.02% 421
2025
Q2
$1.02M Buy
15,093
+745
+5% +$49.7K 0.03% 357
2025
Q1
$980K Buy
14,348
+3,288
+30% +$203K 0.03% 337
2024
Q4
$666K Sell
11,060
-2,578
-19% -$170K 0.02% 423
2024
Q3
$1M Sell
13,638
-637
-4% -$44.8K 0.03% 327
2024
Q2
$940K Sell
14,275
-400
-3% -$27.4K 0.03% 318
2024
Q1
$1.03M Sell
14,675
-2,733
-16% -$199K 0.04% 289
2023
Q4
$1.27M Sell
17,408
-740
-4% -$50.7K 0.05% 269
2023
Q3
$1.27M Buy
18,148
+52
+0.3% +$3.75K 0.06% 263
2023
Q2
$1.33M Buy
18,096
+507
+3% +$37.5K 0.06% 257
2023
Q1
$1.23M Buy
17,589
+355
+2% +$23.5K 0.06% 262
2022
Q4
$1.15M Buy
17,234
+934
+6% +$59.1K 0.05% 264
2022
Q3
$894K Buy
16,300
+1,955
+14% +$121K 0.05% 271
2022
Q2
$895K Buy
14,345
+446
+3% +$28.2K 0.05% 263
2022
Q1
$873K Buy
13,899
+458
+3% +$29.8K 0.04% 298
2021
Q4
$891K Sell
13,441
-698
-5% -$43.1K 0.04% 299
2021
Q3
$823K Buy
14,139
+4,172
+42% +$260K 0.04% 301
2021
Q2
$622K Buy
9,967
+904
+10% +$55.7K 0.03% 310
2021
Q1
$530K Buy
9,063
+158
+2% +$8.92K 0.03% 310
2020
Q4
$521K Buy
8,905
+1,862
+26% +$106K 0.03% 281
2020
Q3
$405K Buy
7,043
+402
+6% +$22.4K 0.03% 284
2020
Q2
$340K Sell
6,641
-312
-4% -$16K 0.03% 293
2020
Q1
$348K Sell
6,953
-3,574
-34% -$194K 0.03% 260
2019
Q4
$580K Buy
10,527
+607
+6% +$32.5K 0.05% 223
2019
Q3
$549K Sell
9,920
-892
-8% -$48.8K 0.05% 216
2019
Q2
$583K Buy
10,812
+885
+9% +$46K 0.06% 214
2019
Q1
$496K Sell
9,927
-430
-4% -$19.7K 0.05% 212
2018
Q4
$415K Buy
10,357
+2,657
+35% +$113K 0.04% 227
2018
Q3
$331K Buy
7,700
+458
+6% +$19.5K 0.03% 271
2018
Q2
$297K Sell
7,242
-483
-6% -$19.4K 0.03% 274
2018
Q1
$322K Buy
+7,725
New +$336K 0.03% 248

Other funds holding MDLZ

Evergreen Capital Management's MDLZ Position: Q2 2026 in Review

Evergreen Capital Management reduced its Mondelez International (MDLZ) stake by 26% in Q2 2026, selling an estimated $221K and leaving 10,539 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #782.

Evergreen Capital Management first reported a position in MDLZ in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.33M in Q2 2023. 648 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

  • Evergreen Capital Management held 10,539 shares of Mondelez International worth $614K as of Q2 2026.
  • Evergreen Capital Management sold 3,673 Mondelez International shares in Q2 2026, an estimated $221K.
  • Mondelez International made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #782 holding.
  • Evergreen Capital Management first reported a position in Mondelez International in Q1 2018 and has held it in 34 quarters since.
  • Evergreen Capital Management's Mondelez International position peaked at $1.33M in Q2 2023.
  • 648 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.