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Evolution Wealth Management’s Mondelez International MDLZ Stock Holding History

Evolution Wealth Management’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 		$40.5K Buy
702
+677
+2,708% +$39.2K 0.03% 305
2025
Q4 		$1.35K Buy
+25
New +$1.44K ﹤0.01% 672
2025
Q3 		– Sell
-33
Closed -$2.23K – 646
2025
Q2 		$2.23K Buy
+33
New +$2.2K ﹤0.01% 512

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

Evolution Wealth Management's MDLZ Position: Q1 2026 in Review

Evolution Wealth Management increased its Mondelez International (MDLZ) stake by 2,708% in Q1 2026, buying an estimated $39.2K and bringing the position to 702 shares worth $40.5K. The position accounts for 0.03% of the portfolio, ranked #305.

Evolution Wealth Management first reported a position in MDLZ in Q2 2025 and has held it in 3 quarters since. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

  • Evolution Wealth Management held 702 shares of Mondelez International worth $40.5K as of Q1 2026.
  • Evolution Wealth Management bought 677 Mondelez International shares in Q1 2026, an estimated $39.2K.
  • Mondelez International made up 0.03% of Evolution Wealth Management's portfolio in Q1 2026, its #305 holding.
  • Evolution Wealth Management first reported a position in Mondelez International in Q2 2025 and has held it in 3 quarters since.
  • 1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.