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Beacon Financial Group’s Mondelez International MDLZ Stock Holding History

Beacon Financial Group’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
2025
Q2 		– Sell
-3,612
Closed -$245K – 348
2025
Q1 		$245K Buy
+3,612
New +$223K 0.03% 304
2024
Q4 		– Sell
-3,643
Closed -$268K – 335
2024
Q3 		$268K Buy
3,643
+250
+7% +$17.6K 0.03% 291
2024
Q2 		$222K Sell
3,393
-508
-13% -$34.9K 0.03% 304
2024
Q1 		$273K Sell
3,901
-196
-5% -$14.3K 0.03% 286
2023
Q4 		$297K Sell
4,097
-328
-7% -$22.5K 0.04% 262
2023
Q3 		$315K Buy
4,425
+101
+2% +$7.28K 0.04% 206
2023
Q2 		$313K Buy
+4,324
New +$319K 0.04% 199

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Financial Group's MDLZ Position: Q2 2025 in Review

Beacon Financial Group sold out of Mondelez International (MDLZ) in Q2 2025, closing a stake of 3,612 shares — an estimated $245K sold.

Beacon Financial Group first reported a position in MDLZ in Q2 2023 and held it in 7 quarters. The position peaked at $315K in Q3 2023. 1,987 funds tracked by Wall St. Rank hold MDLZ as of Q2 2025.

  • Beacon Financial Group reported no remaining Mondelez International position as of Q2 2025 after selling out during the quarter.
  • Beacon Financial Group sold 3,612 Mondelez International shares in Q2 2025, an estimated $245K.
  • Beacon Financial Group first reported a position in Mondelez International in Q2 2023 and held it in 7 quarters.
  • Beacon Financial Group's Mondelez International position peaked at $315K in Q3 2023.
  • 1,987 funds tracked by Wall St. Rank held Mondelez International as of Q2 2025.

Based on Beacon Financial Group's 13F filing for Q2 2025, filed 9 Jul 2025.