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Strategic Financial Concepts’s Mondelez International MDLZ Stock Holding History

Strategic Financial Concepts’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
-3,317
Closed -$207K – 222
2025
Q3 		$207K Buy
3,317
+1
+0% +$64 0.03% 252
2025
Q2 		$224K Buy
3,316
+295
+10% +$19.7K 0.03% 249
2025
Q1 		$205K Buy
+3,021
New +$186K 0.04% 316
2024
Q3 		– Sell
-23,831
Closed -$163K – 515
2024
Q2 		$163K Buy
23,831
+20,768
+678% +$1.42M 0.09% 139
2024
Q1 		$214K Buy
+3,063
New +$224K 0.05% 282
2023
Q4 		– Sell
-2,946
Closed -$204K – 213
2023
Q3 		$204K Sell
2,946
-141
-5% -$10.2K 0.07% 242
2023
Q2 		$225K Buy
3,087
+7
+0.2% +$517 0.08% 211
2023
Q1 		$215K Buy
+3,080
New +$204K 0.09% 206

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

Strategic Financial Concepts's MDLZ Position: Q4 2025 in Review

Strategic Financial Concepts sold out of Mondelez International (MDLZ) in Q4 2025, closing a stake of 3,317 shares — an estimated $207K sold.

Strategic Financial Concepts first reported a position in MDLZ in Q1 2023 and held it in 8 quarters. The position peaked at $225K in Q2 2023. 1,859 funds tracked by Wall St. Rank hold MDLZ as of Q4 2025.

  • Strategic Financial Concepts reported no remaining Mondelez International position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 3,317 Mondelez International shares in Q4 2025, an estimated $207K.
  • Strategic Financial Concepts first reported a position in Mondelez International in Q1 2023 and held it in 8 quarters.
  • Strategic Financial Concepts's Mondelez International position peaked at $225K in Q2 2023.
  • 1,859 funds tracked by Wall St. Rank held Mondelez International as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.