Evermay Wealth 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
Q1 | $276K | Sell |
4,756
-514
| -10% | -$29.8K | 0.03% | 166 |
|
|
2025
Q4 | $286K | Buy |
5,270
+220
| +4% | +$12.7K | 0.03% | 167 |
|
|
2025
Q3 | $318K | Sell |
5,050
-220
| -4% | -$14.2K | 0.04% | 161 |
|
|
2025
Q2 | $357K | Buy |
5,270
+19
| +0.4% | +$1.27K | 0.04% | 147 |
|
|
2025
Q1 | $358K | Buy |
5,251
+275
| +6% | +$16.9K | 0.05% | 144 |
|
|
2024
Q4 | $299K | Sell |
4,976
-1,000
| -17% | -$66.1K | 0.05% | 162 |
|
|
2024
Q3 | $442K | Sell |
5,976
-350
| -6% | -$24.6K | 0.07% | 134 |
|
|
2024
Q2 | $416K | Buy |
6,326
+514
| +9% | +$35.3K | 0.07% | 139 |
|
|
2024
Q1 | $409K | Buy |
5,812
+149
| +3% | +$10.9K | 0.06% | 143 |
|
|
2023
Q4 | $412K | Buy |
5,663
+11
| +0.2% | +$754 | 0.08% | 118 |
|
|
2023
Q3 | $394K | Buy |
5,652
+160
| +3% | +$11.5K | 0.08% | 114 |
|
|
2023
Q2 | $402K | Sell |
5,492
-382
| -7% | -$28.2K | 0.08% | 120 |
|
|
2023
Q1 | $412K | Hold |
5,874
| – | – | 0.08% | 112 |
|
|
2022
Q4 | $394K | Sell |
5,874
-145
| -2% | -$9.17K | 0.08% | 113 |
|
|
2022
Q3 | $332K | Buy |
6,019
+165
| +3% | +$10.2K | 0.07% | 124 |
|
|
2022
Q2 | $365K | Hold |
5,854
| – | – | 0.07% | 118 |
|
|
2022
Q1 | $368K | Sell |
5,854
-28
| -0.5% | -$1.82K | 0.06% | 135 |
|
|
2021
Q4 | $390K | Sell |
5,882
-605
| -9% | -$37.3K | 0.07% | 116 |
|
|
2021
Q3 | $377K | Sell |
6,487
-1,321
| -17% | -$82.2K | 0.07% | 107 |
|
|
2021
Q2 | $488K | Hold |
7,808
| – | – | 0.09% | 94 |
|
|
2021
Q1 | $457K | Sell |
7,808
-363
| -4% | -$20.5K | 0.09% | 95 |
|
|
2020
Q4 | $478K | Buy |
8,171
+100
| +1% | +$5.71K | 0.11% | 91 |
|
|
2020
Q3 | $464K | Hold |
8,071
| – | – | 0.11% | 82 |
|
|
2020
Q2 | $413K | Buy |
8,071
+545
| +7% | +$28K | 0.11% | 88 |
|
|
2020
Q1 | $377K | Buy |
7,526
+100
| +1% | +$5.42K | 0.11% | 90 |
|
|
2019
Q4 | $409K | Sell |
7,426
-1,010
| -12% | -$54K | 0.1% | 100 |
|
|
2019
Q3 | $467K | Buy |
8,436
+800
| +10% | +$43.8K | 0.13% | 82 |
|
|
2019
Q2 | $412K | Sell |
7,636
-66
| -0.9% | -$3.43K | 0.11% | 89 |
|
|
2019
Q1 | $384K | Buy |
7,702
+180
| +2% | +$8.26K | 0.11% | 92 |
|
|
2018
Q4 | $301K | Sell |
7,522
-3,001
| -29% | -$128K | 0.1% | 100 |
|
|
2018
Q3 | $452K | Sell |
10,523
-1,535
| -13% | -$65.5K | 0.14% | 79 |
|
|
2018
Q2 | $494K | Buy |
12,058
+1,510
| +14% | +$60.7K | 0.16% | 68 |
|
|
2018
Q1 | $440K | Buy |
10,548
+3,750
| +55% | +$163K | 0.15% | 77 |
|
|
2017
Q4 | $291K | Buy |
+6,798
| New | +$285K | 0.11% | 103 |
|
Other funds holding MDLZ
VCM
VPM
Evermay Wealth Management's MDLZ Position: Q1 2026 in Review
Evermay Wealth Management reduced its Mondelez International (MDLZ) stake by 9.8% in Q1 2026, selling an estimated $29.8K and leaving 4,756 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #166.
Evermay Wealth Management first reported a position in MDLZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $494K in Q2 2018. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.
- Evermay Wealth Management held 4,756 shares of Mondelez International worth $276K as of Q1 2026.
- Evermay Wealth Management sold 514 Mondelez International shares in Q1 2026, an estimated $29.8K.
- Mondelez International made up 0.03% of Evermay Wealth Management's portfolio in Q1 2026, its #166 holding.
- Evermay Wealth Management first reported a position in Mondelez International in Q4 2017 and has held it in 34 quarters since.
- Evermay Wealth Management's Mondelez International position peaked at $494K in Q2 2018.
- 1,898 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.
Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.