EverSource Wealth Advisors’s Mondelez International MDLZ Stock Holding History

EverSource Wealth Advisors’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 Q2	$611K	Sell	10,571 -1,195	-10%	-$72K	0.02%	494
2026 Q1	$678K	Buy	11,766 +390	+3%	+$22.6K	0.02%	487
2025 Q4	$612K	Sell	11,376 -1,486	-12%	-$85.6K	0.02%	475
2025 Q3	$803K	Sell	12,862 -464	-3%	-$29.9K	0.03%	363
2025 Q2	$899K	Buy	13,326 +5,131	+63%	+$342K	0.04%	307
2025 Q1	$556K	Buy	8,195 +3,228	+65%	+$199K	0.03%	358
2024 Q4	$297K	Sell	4,967 -408	-8%	-$27K	0.02%	510
2024 Q3	$396K	Buy	5,375 +396	+8%	+$27.8K	0.03%	381
2024 Q2	$340K	Buy	4,979 +2,505	+101%	+$172K	0.02%	407
2024 Q1	$178K	Sell	2,474 -1,438	-37%	-$105K	0.01%	528
2023 Q4	$283K	Sell	3,912 -123	-3%	-$8.43K	0.03%	356
2023 Q3	$280K	Sell	4,035 -326	-7%	-$23.5K	0.03%	322
2023 Q2	$318K	Sell	4,361 -1,130	-21%	-$83.5K	0.04%	296
2023 Q1	$383K	Buy	5,491 +1,043	+23%	+$69.1K	0.05%	262
2022 Q4	$296K	Buy	4,448 +114	+3%	+$7.21K	0.04%	286
2022 Q3	$237K	Buy	4,334 +163	+4%	+$10.1K	0.05%	275
2022 Q2	$259K	Sell	4,171 -686	-14%	-$43.3K	0.07%	230
2022 Q1	$305K	Buy	4,857 +1,673	+53%	+$109K	0.08%	204
2021 Q4	$210K	Buy	+3,184	New	+$196K	0.06%	220

Other funds holding MDLZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's MDLZ Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Mondelez International (MDLZ) stake by 10% in Q2 2026, selling an estimated $72K and leaving 10,571 shares worth $611K. The position accounts for 0.02% of the portfolio, ranked #494.

EverSource Wealth Advisors first reported a position in MDLZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $899K in Q2 2025. 1,895 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

EverSource Wealth Advisors held 10,571 shares of Mondelez International worth $611K as of Q2 2026.
EverSource Wealth Advisors sold 1,195 Mondelez International shares in Q2 2026, an estimated $72K.
Mondelez International made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #494 holding.
EverSource Wealth Advisors first reported a position in Mondelez International in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Mondelez International position peaked at $899K in Q2 2025.
1,895 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.