MDLZ

Mondelez International Inc-a

5 super-investor ownerscombined $1.01Blargest position 5.6%

1 TRIM

5 of the 83 super-investors we track hold MDLZ, worth a combined $1.01B per their latest 13F filings. The largest position: Lindsell Train at 5.6% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 30 of 100 (how strongly the cohort backs it) — ranked #347 of 742 stocks. Conviction rising: 1 more super-investor hold it than in 2026Q1.

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Why super-investors own MDLZ

MDLZ is held by 5 super-investors in our cohort, with a combined position value of $1.0B. The highest-conviction owner is Lindsell Train at 5.6% of their portfolio. Cohort ownership has shrunk from 6 to 5 over the last four quarters — net interest is fading. This quarter the cohort registered 1 trimmed.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 5

Peak: 11

Owners (5) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Joel Greenblatt	0.3%	40q	$544M	9,404,510
2	Bill Nygren	0.4%	6q	$319M	5,520,536
3	Lindsell Train	5.6%	40q	$148M	2,565,453
4	Dodge & Cox Funds	0.0%	40q	$685K	11,840
5	Lee Ainslie	<0.1%	17q	$602K	10,411