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Convergence Financial’s Mondelez International MDLZ Stock Holding History

Convergence Financial’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
Q4 		– Sell
-4,109
Closed -$257K – 199
2025
Q3 		$257K Sell
4,109
-548
-12% -$35.3K 0.04% 170
2025
Q2 		$314K Sell
4,657
-114
-2% -$7.61K 0.05% 153
2025
Q1 		$324K Buy
4,771
+320
+7% +$19.7K 0.06% 131
2024
Q4 		$266K Buy
4,451
+104
+2% +$6.88K 0.05% 129
2024
Q3 		$320K Sell
4,347
-1,872
-30% -$132K 0.07% 116
2024
Q2 		$407K Buy
+6,219
New +$427K 0.11% 99

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Convergence Financial's MDLZ Position: Q4 2025 in Review

Convergence Financial sold out of Mondelez International (MDLZ) in Q4 2025, closing a stake of 4,109 shares — an estimated $257K sold.

Convergence Financial first reported a position in MDLZ in Q2 2024 and held it in 6 quarters. The position peaked at $407K in Q2 2024. 1,859 funds tracked by Wall St. Rank hold MDLZ as of Q4 2025.

  • Convergence Financial reported no remaining Mondelez International position as of Q4 2025 after selling out during the quarter.
  • Convergence Financial sold 4,109 Mondelez International shares in Q4 2025, an estimated $257K.
  • Convergence Financial first reported a position in Mondelez International in Q2 2024 and held it in 6 quarters.
  • Convergence Financial's Mondelez International position peaked at $407K in Q2 2024.
  • 1,859 funds tracked by Wall St. Rank held Mondelez International as of Q4 2025.

Based on Convergence Financial's 13F filing for Q4 2025, filed 11 Feb 2026.