Congress Wealth Management’s Mondelez International MDLZ Stock Holding History

Congress Wealth Management’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	$10.9M	Sell	161,695 -21,705	-12%	-$1.45M	0.11%	230
2025 Q1	$12.4M	Buy	183,400 +45,310	+33%	+$2.79M	0.15%	171
2024 Q4	$8.25M	Sell	138,090 -25,871	-16%	-$1.71M	0.11%	224
2024 Q3	$12.1M	Buy	163,961 +3,597	+2%	+$253K	0.16%	186
2024 Q2	$10.5M	Buy	160,364 +1,493	+0.9%	+$102K	0.17%	168
2024 Q1	$11.1M	Buy	158,871 +15,888	+11%	+$1.16M	0.19%	156
2023 Q4	$10.4M	Buy	+142,983	New	+$9.8M	0.19%	154

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's MDLZ Position: Q2 2025 in Review

Congress Wealth Management reduced its Mondelez International (MDLZ) stake by 12% in Q2 2025, selling an estimated $1.45M and leaving 161,695 shares worth $10.9M. The position accounts for 0.11% of the portfolio, ranked #230.

Congress Wealth Management first reported a position in MDLZ in Q4 2023 and has held it in 7 quarters since. The position peaked at $12.4M in Q1 2025. 1,989 funds tracked by Wall St. Rank hold MDLZ as of Q2 2025.

Congress Wealth Management held 161,695 shares of Mondelez International worth $10.9M as of Q2 2025.
Congress Wealth Management sold 21,705 Mondelez International shares in Q2 2025, an estimated $1.45M.
Mondelez International made up 0.11% of Congress Wealth Management's portfolio in Q2 2025, its #230 holding.
Congress Wealth Management first reported a position in Mondelez International in Q4 2023 and has held it in 7 quarters since.
Congress Wealth Management's Mondelez International position peaked at $12.4M in Q1 2025.
1,989 funds tracked by Wall St. Rank held Mondelez International as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.