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 Q3	$510K	Buy	8,812 +25	+0.3%	+$1.54K	0.17%	109
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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

McCarter Private Wealth Services's MDLZ Position: Q3 2026 in Review

McCarter Private Wealth Services increased its Mondelez International (MDLZ) stake by 0.28% in Q3 2026, buying an estimated $1.54K and bringing the position to 8,812 shares worth $510K. The position accounts for 0.17% of the portfolio, ranked #109.

McCarter Private Wealth Services first reported a position in MDLZ in Q3 2024 and has held it in 9 quarters since. The position peaked at $510K in Q1 2026. 503 funds tracked by Wall St. Rank hold MDLZ as of Q3 2026.

McCarter Private Wealth Services held 8,812 shares of Mondelez International worth $510K as of Q3 2026.
McCarter Private Wealth Services bought 25 Mondelez International shares in Q3 2026, an estimated $1.54K.
Mondelez International made up 0.17% of McCarter Private Wealth Services's portfolio in Q3 2026, its #109 holding.
McCarter Private Wealth Services first reported a position in Mondelez International in Q3 2024 and has held it in 9 quarters since.
McCarter Private Wealth Services's Mondelez International position peaked at $510K in Q1 2026.
503 funds tracked by Wall St. Rank held Mondelez International as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.