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 Q2	$508K	Sell	8,787 -57	-0.6%	-$3.43K	0.18%	108
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 $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

McCarter Private Wealth Services's MDLZ Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Mondelez International (MDLZ) stake by 0.64% in Q2 2026, selling an estimated $3.43K and leaving 8,787 shares worth $508K. The position accounts for 0.18% of the portfolio, ranked #108.

McCarter Private Wealth Services first reported a position in MDLZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $510K in Q1 2026. 1,898 funds tracked by Wall St. Rank hold MDLZ as of Q2 2026.

McCarter Private Wealth Services held 8,787 shares of Mondelez International worth $508K as of Q2 2026.
McCarter Private Wealth Services sold 57 Mondelez International shares in Q2 2026, an estimated $3.43K.
Mondelez International made up 0.18% of McCarter Private Wealth Services's portfolio in Q2 2026, its #108 holding.
McCarter Private Wealth Services first reported a position in Mondelez International in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Mondelez International position peaked at $510K in Q1 2026.
1,898 funds tracked by Wall St. Rank held Mondelez International as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.