McKinley Carter Wealth Services’s Mondelez International MDLZ Stock Holding History

McKinley Carter 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	$2.07M	Buy	35,891 +1,695	+5%	+$98.2K	0.12%	120
2025 Q4	$1.84M	Buy	34,196 +1,191	+4%	+$68.6K	0.1%	130
2025 Q3	$2.06M	Sell	33,005 -356	-1%	-$23K	0.11%	118
2025 Q2	$2.25M	Buy	33,361 +8,330	+33%	+$556K	0.12%	109
2025 Q1	$1.7M	Buy	25,031 +1,377	+6%	+$84.9K	0.1%	123
2024 Q4	$1.41M	Sell	23,654 -2,313	-9%	-$153K	0.09%	136
2024 Q3	$1.91M	Buy	25,967 +767	+3%	+$53.9K	0.12%	116
2024 Q2	$1.65M	Buy	25,200 +1,540	+7%	+$106K	0.11%	125
2024 Q1	$1.66M	Buy	23,660 +263	+1%	+$19.2K	0.11%	125
2023 Q4	$1.69M	Buy	23,397 +1,155	+5%	+$79.1K	0.12%	111
2023 Q3	$1.54M	Buy	22,242 +1,306	+6%	+$94.1K	0.12%	117
2023 Q2	$1.53M	Buy	20,936 +1,918	+10%	+$142K	0.11%	126
2023 Q1	$1.33M	Buy	+19,018	New	+$1.26M	0.1%	127
2022 Q1	–	Sell	-5,433	Closed	-$360K	–	297
2021 Q4	$360K	Hold	5,433	–	–	0.03%	225
2021 Q3	$316K	Buy	5,433 +307	+6%	+$19.1K	0.03%	238
2021 Q2	$320K	Sell	5,126 -190	-4%	-$11.7K	0.03%	234
2021 Q1	$311K	Buy	5,316 +545	+11%	+$30.8K	0.03%	240
2020 Q4	$279K	Sell	4,771 -974	-17%	-$55.7K	0.04%	221
2020 Q3	$330K	Hold	5,745	–	–	0.07%	112
2020 Q2	$294K	Sell	5,745 -2,442	-30%	-$125K	0.07%	112
2020 Q1	$410K	Sell	8,187 -9,442	-54%	-$511K	0.12%	102
2019 Q4	$971K	Sell	17,629 -643	-4%	-$34.4K	0.23%	79
2019 Q3	$1.01M	Sell	18,272 -400	-2%	-$21.9K	0.26%	74
2019 Q2	$1.01M	Buy	18,672 +492	+3%	+$25.5K	0.27%	71
2019 Q1	$908K	Sell	18,180 -816	-4%	-$37.4K	0.25%	75
2018 Q4	$760K	Buy	18,996 +216	+1%	+$9.21K	0.25%	78
2018 Q3	$807K	Hold	18,780	–	–	0.24%	79
2018 Q2	$770K	Hold	18,780	–	–	0.25%	80
2018 Q1	$784K	Hold	18,780	–	–	0.26%	78
2017 Q4	$804K	Hold	18,780	–	–	0.28%	72
2017 Q3	$764K	Sell	18,780 -72	-0.4%	-$3.06K	0.29%	70
2017 Q2	$814K	Hold	18,852	–	–	0.36%	60
2017 Q1	$812K	Hold	18,852	–	–	0.38%	60
2016 Q4	$836K	Hold	18,852	–	–	0.42%	56
2016 Q3	$828K	Sell	18,852 -4,485	-19%	-$197K	0.43%	55
2016 Q2	$1.06M	Sell	23,337 -560	-2%	-$24.4K	0.55%	50
2016 Q1	$959K	Buy	23,897 +72	+0.3%	+$2.93K	0.53%	50
2015 Q4	$1.07M	Hold	23,825	–	–	0.61%	49
2015 Q3	$998K	Sell	23,825 -162	-0.7%	-$6.98K	0.62%	49
2015 Q2	$987K	Buy	23,987 +162	+0.7%	+$6.35K	0.54%	57
2015 Q1	$860K	Sell	23,825 -1,665	-7%	-$60.2K	0.55%	52
2014 Q4	$926K	Buy	+25,490	New	+$928K	0.72%	46

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

McKinley Carter Wealth Services's MDLZ Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its Mondelez International (MDLZ) stake by 5% in Q1 2026, buying an estimated $98.2K and bringing the position to 35,891 shares worth $2.07M. The position accounts for 0.12% of the portfolio, ranked #120.

McKinley Carter Wealth Services first reported a position in MDLZ in Q4 2014 and has held it in 42 quarters since. The position peaked at $2.25M in Q2 2025. 1,897 funds tracked by Wall St. Rank hold MDLZ as of Q1 2026.

McKinley Carter Wealth Services held 35,891 shares of Mondelez International worth $2.07M as of Q1 2026.
McKinley Carter Wealth Services bought 1,695 Mondelez International shares in Q1 2026, an estimated $98.2K.
Mondelez International made up 0.12% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #120 holding.
McKinley Carter Wealth Services first reported a position in Mondelez International in Q4 2014 and has held it in 42 quarters since.
McKinley Carter Wealth Services's Mondelez International position peaked at $2.25M in Q2 2025.
1,897 funds tracked by Wall St. Rank held Mondelez International as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.