Guru Ownership Trend
Guru Analysis for Mondelez International, Inc. (MDLZ)
Mondelez International, Inc. (MDLZ), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q4 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $468.89 M.
Top institutional holders include HOTCHKIS & WILEY and Jeremy Grantham.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $127.59 M net inflow during the quarter.
Recent activity highlights HOTCHKIS & WILEY who dramatically increased their stake. Conversely, Steven Cohen reduced exposure by 98.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Mondelez International, Inc. (MDLZ)
Major holders include HOTCHKIS & WILEY ($297.74 M), Jeremy Grantham ($51.11 M), Cliff Asness ($36.17 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 8.32 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $127.59 M, with 4 managers increasing positions and 11 managers reducing holdings.
During the most recent reporting period, 8 managers trimmed their positions, while 3 fully exited MDLZ. The total reported sell value was $167.89 M.
Yes, 0 managers opened new positions in MDLZ, and 4 increased their existing holdings. The total reported buy value was $295.48 M.
