MDLZ MONDELEZ INTL INC CL A

Ownership history in EDGAR LOMAX CO/VA  ·  29 quarters on record

AI Ownership Summary

EDGAR LOMAX CO/VA reported MONDELEZ INTL INC CL A (MDLZ) in 29 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 4.31% in 2025 Q1. The latest visible filing shows MDLZ at 3.08% 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 EDGAR LOMAX CO/VA'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 3.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.31% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 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 EDGAR LOMAX CO/VA held MDLZ — position size vs. price
% of Fund (quarterly)    MDLZ price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 752,250 -21,970 -2.8% 3.08% $40.5M 2026-02-14 (Est.) $62.05
2025 Q3 REDUCED 774,220 -226,115 -22.6% 3.79% $48.4M 2025-11-12 $56.01
2025 Q2 REDUCED 1,000,335 -16,030 -1.6% 4.27% $67.5M 2025-08-12 $59.83
2025 Q1 ADDED 1,016,365 +32,325 +3.3% 4.31% $69.0M 2025-05-14 $61.49
2024 Q4 ADDED 984,040 +759,225 +337.7% 3.79% $58.8M 2025-02-13 $58.78
2024 Q3 REDUCED 224,815 -3,500 -1.5% 1.01% $16.6M 2024-11-14 $62.51
2024 Q2 REDUCED 228,315 -3,975 -1.7% 0.97% $14.9M 2024-08-13 $66.64
2024 Q1 REDUCED 232,290 -54,350 -19.0% 1.01% $16.3M 2024-05-14 $67.71
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EDGAR LOMAX CO/VA and MDLZ

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

How long has EDGAR LOMAX CO/VA reported owning MDLZ?

EDGAR LOMAX CO/VA reported MDLZ across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported MDLZ position in EDGAR LOMAX CO/VA's portfolio?

The largest reported portfolio weight for MDLZ was 4.31% in 2025 Q1.

What is the latest reported MDLZ position on this page?

The most recent filing on this page is 2025 Q4, when EDGAR LOMAX CO/VA reported 752,250 shares, equal to 3.08% of portfolio, with an estimated market value of $40.5M.

What does the chart on this MDLZ ownership page compare?

The chart compares EDGAR LOMAX CO/VA'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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