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Evergreen Private Wealth’s Mondelez International MDLZ Stock Holding History

Evergreen Private Wealth’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 		– Sell
-87,259
Closed -$4.7M – 90
2025
Q4 		$4.7M Buy
87,259
+18,545
+27% +$1.07M 1.85% 26
2025
Q3 		$4.29M Buy
68,714
+454
+0.7% +$29.3K 1.74% 26
2025
Q2 		$4.6M Buy
68,260
+5,019
+8% +$335K 1.93% 25
2025
Q1 		$4.29M Buy
63,241
+4,037
+7% +$249K 2.01% 25
2024
Q4 		$3.54M Sell
59,204
-94
-0.2% -$6.22K 1.66% 27
2024
Q3 		$4.37M Buy
59,298
+982
+2% +$69K 2.03% 24
2024
Q2 		$3.82M Buy
58,316
+2,530
+5% +$174K 1.88% 24
2024
Q1 		$3.9M Buy
55,786
+39,103
+234% +$2.85M 1.96% 25
2023
Q4 		$1.21M Buy
+16,683
New +$1.14M 0.65% 43

Other funds holding MDLZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evergreen Private Wealth's MDLZ Position: Q1 2026 in Review

Evergreen Private Wealth sold out of Mondelez International (MDLZ) in Q1 2026, closing a stake of 87,259 shares — an estimated $4.7M sold.

Evergreen Private Wealth first reported a position in MDLZ in Q4 2023 and held it in 9 quarters. The position peaked at $4.7M in Q4 2025. 1,911 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Evergreen Private Wealth reported no remaining Mondelez International position as of Q1 2026 after selling out during the quarter.
  • Evergreen Private Wealth sold 87,259 Mondelez International shares in Q1 2026, an estimated $4.7M.
  • Evergreen Private Wealth first reported a position in Mondelez International in Q4 2023 and held it in 9 quarters.
  • Evergreen Private Wealth's Mondelez International position peaked at $4.7M in Q4 2025.
  • 1,911 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Evergreen Private Wealth's 13F filing for Q1 2026, filed 29 Apr 2026.