Ownership history in Cornerstone Advisors, LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Advisors, LLC reported a position in MONDELEZ INTERNATIONAL (MDLZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Cornerstone Advisors, LLC underperformed the S&P 500 by β16.4% annually on this MDLZ position. Timing score: 64% (7/11 decisions correct). Average cost basis: $57.12. Maximum drawdown during holding period: β18.3%.
β Significantly underperformed the S&P 500 by 16.4% ann.
14 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
7 of 11 add/trim decisions correct
Best entry: $44.59 (2020 Q2) Β· Worst: $70.85 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 6 trims. Bought during 3 of 6 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.16% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size