McCarter Private Wealth Services’s Mondelez International MDLZ Stock Holding History

McCarter Private Wealth Services’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	$510K	Buy	8,844 +1,025	+13%	+$59.4K	0.22%	94
2025 Q4	$421K	Buy	7,819 +2,765	+55%	+$159K	0.19%	104
2025 Q3	$316K	Buy	5,054 +190	+4%	+$12.3K	0.16%	103
2025 Q2	$328K	Buy	4,864 +20	+0.4%	+$1.33K	0.19%	92
2025 Q1	$329K	Buy	4,844 +50	+1%	+$3.08K	0.22%	77
2024 Q4	$286K	Sell	4,794 -332	-6%	-$22K	0.18%	83
2024 Q3	$378K	Buy	+5,126	New	+$360K	0.24%	73

Other funds holding MDLZ

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McCarter Private Wealth Services's MDLZ Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Mondelez International (MDLZ) stake by 13% in Q1 2026, buying an estimated $59.4K and bringing the position to 8,844 shares worth $510K. The position accounts for 0.22% of the portfolio, ranked #94.

McCarter Private Wealth Services first reported a position in MDLZ in Q3 2024 and has held it in 7 quarters since. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

McCarter Private Wealth Services held 8,844 shares of Mondelez International worth $510K as of Q1 2026.
McCarter Private Wealth Services bought 1,025 Mondelez International shares in Q1 2026, an estimated $59.4K.
Mondelez International made up 0.22% of McCarter Private Wealth Services's portfolio in Q1 2026, its #94 holding.
McCarter Private Wealth Services first reported a position in Mondelez International in Q3 2024 and has held it in 7 quarters since.
1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.