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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 $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