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 Q2 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $996.93 M.
Top institutional holders include Steven Cohen and HOTCHKIS & WILEY.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $154.78 M net inflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Jeremy Grantham reduced exposure by 88.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Mondelez International, Inc. (MDLZ)
Major holders include Steven Cohen ($475.23 M), HOTCHKIS & WILEY ($332.8 M), Cliff Asness ($30.84 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 16.05 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $154.78 M, with 9 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited MDLZ. The total reported sell value was $65.61 M.
Yes, 1 managers opened new positions in MDLZ, and 8 increased their existing holdings. The total reported buy value was $220.39 M.
