MDLZ β€” Mondelez Intl Inc CL A

Ownership history in BOYAR ASSET MANAGEMENT INC.  Β·  53 quarters on record

AI Ownership Summary

BOYAR ASSET MANAGEMENT INC. reported Mondelez Intl Inc CL A (MDLZ) in 53 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.54% in 2023 Q4. The latest visible filing shows MDLZ at 1.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MDLZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BOYAR ASSET MANAGEMENT INC.'s position in Mondelez Intl Inc CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MDLZ was reported at 1.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.54% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BOYAR ASSET MANAGEMENT INC. held MDLZ β€” position size vs. price
% of Fund (quarterly)    MDLZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 44,862 -300 -0.7% 1.53% $2.4M 2026-02-14 (Est.) $62.05
2025 Q3 REDUCED 45,162 -798 -1.7% 1.79% $2.8M 2025-11-18 $54.80
2025 Q2 ADDED 45,960 +3 +0.0% 2.03% $3.1M 2025-07-21 $67.65
2025 Q1 REDUCED 45,957 -3,122 -6.4% 2.26% $3.1M 2025-04-23 $65.21
2024 Q4 ADDED 49,079 +2 +0.0% 1.93% $2.9M 2025-02-14 $58.45
2024 Q3 ADDED 49,077 +2 +0.0% 2.33% $3.6M 2024-11-22 $61.40
2024 Q2 ADDED 49,075 +2 +0.0% 2.20% $3.2M 2024-08-05 $65.38
2024 Q1 ADDED 49,073 +2,326 +5.0% 2.24% $3.4M 2024-05-06 $65.83
2023 Q4 REDUCED 46,747 -4,175 -8.2% 2.54% $3.4M 2024-02-14 $66.82
44 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MDLZ

As of 2026 Q1 β€” sorted by position size

NEVILLE RODIE & SHAW INC 3Y 7Y 0.02%

FAQ About BOYAR ASSET MANAGEMENT INC. and MDLZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has BOYAR ASSET MANAGEMENT INC. reported owning MDLZ?

BOYAR ASSET MANAGEMENT INC. reported MDLZ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MDLZ position in BOYAR ASSET MANAGEMENT INC.'s portfolio?

The largest reported portfolio weight for MDLZ was 2.54% in 2023 Q4.

What is the latest reported MDLZ position on this page?

The most recent filing on this page is 2025 Q4, when BOYAR ASSET MANAGEMENT INC. reported 44,862 shares, equal to 1.53% of portfolio, with an estimated market value of $2.4M.

What does the chart on this MDLZ ownership page compare?

The chart compares BOYAR ASSET MANAGEMENT INC.'s quarterly MDLZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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