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Sunbeam Capital Management’s Mondelez International MDLZ Stock Holding History

Sunbeam Capital 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
Q4 		– Sell
-3,386
Closed -$213K – 105
2025
Q3 		$213K Buy
3,386
+398
+13% +$25.7K 0.13% 96
2025
Q2 		$203K Buy
+2,988
New +$199K 0.15% 90

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Sunbeam Capital Management's MDLZ Position: Q4 2025 in Review

Sunbeam Capital Management sold out of Mondelez International (MDLZ) in Q4 2025, closing a stake of 3,386 shares — an estimated $213K sold.

Sunbeam Capital Management first reported a position in MDLZ in Q2 2025 and held it in 2 quarters. The position peaked at $213K in Q3 2025. 1,858 funds tracked by Wall St. Rank hold MDLZ as of Q4 2025.

  • Sunbeam Capital Management reported no remaining Mondelez International position as of Q4 2025 after selling out during the quarter.
  • Sunbeam Capital Management sold 3,386 Mondelez International shares in Q4 2025, an estimated $213K.
  • Sunbeam Capital Management first reported a position in Mondelez International in Q2 2025 and held it in 2 quarters.
  • Sunbeam Capital Management's Mondelez International position peaked at $213K in Q3 2025.
  • 1,858 funds tracked by Wall St. Rank held Mondelez International as of Q4 2025.

Based on Sunbeam Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.