HUTNER CAPITAL MANAGEMENT INC MDLZ — Mondelez International Inc

Ownership history in HUTNER CAPITAL MANAGEMENT INC  ·  37 quarters on record

AI Ownership Summary

HUTNER CAPITAL MANAGEMENT INC reported Mondelez International Inc (MDLZ) in 37 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.17% in 2023 Q4. The latest visible filing shows MDLZ at 0.09% 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 HUTNER CAPITAL MANAGEMENT INC's position in Mondelez International Inc, 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 Q3

MDLZ was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% 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 Q3

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.

MDLZ stock page HUTNER CAPITAL MANAGEMENT INC fund profile HUTNER CAPITAL MANAGEMENT INC full holdings
How HUTNER CAPITAL MANAGEMENT INC held MDLZ — position size vs. price
% of Fund (quarterly)    MDLZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 3,398 — 0% 0.09% $212K 2025-11-13 $55.97
2025 Q2 REDUCED 6.8% -7.1% ✅ 3,398 -249 -6.8% 0.10% $229K 2025-08-13 $60.61
2025 Q1 REDUCED — — — 3,647 -43 -1.2% 0.11% $247K 2025-05-13 $62.07
2024 Q4 UNCHANGED — — — 3,690 — 0% 0.11% $220K 2025-02-14 $58.45
2024 Q3 UNCHANGED — — — 3,690 — 0% 0.14% $272K 2024-11-13 $62.93
2024 Q2 REDUCED — — — 3,690 -170 -4.4% 0.13% $241K 2024-08-13 $66.64
2024 Q1 REDUCED — — — 3,860 -60 -1.5% 0.15% $270K 2024-05-10 $67.03
2023 Q4 REDUCED — — — 3,920 -185 -4.5% 0.17% $284K 2024-02-14 $66.82
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MDLZ

As of 2026 Q1 — sorted by position size

Lindsell Train Ltd 3Y 7Y 6.55% Guinness Asset Management LTD 3Y 7Y 3.45% Verde Servicos Internacionais S.A. 3Y 7Y 2.74% BOURGEON CAPITAL MANAGEMENT LLC 3Y 7Y 2.58% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 1.89% M. Kraus & Co 3Y 7Y 1.88% ZWJ INVESTMENT COUNSEL INC 3Y 7Y 1.44% Bull Street Advisors, LLC 3Y 1.25% CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3Y 7Y 1.22% PCB Capital LLC 1.19%

FAQ About HUTNER CAPITAL 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 HUTNER CAPITAL MANAGEMENT INC reported owning MDLZ?

HUTNER CAPITAL MANAGEMENT INC reported MDLZ across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported MDLZ position in HUTNER CAPITAL MANAGEMENT INC's portfolio?

The largest reported portfolio weight for MDLZ was 0.17% in 2023 Q4.

What is the latest reported MDLZ position on this page?

The most recent filing on this page is 2025 Q3, when HUTNER CAPITAL MANAGEMENT INC reported 3,398 shares, equal to 0.09% of portfolio, with an estimated market value of $212K.

What does the chart on this MDLZ ownership page compare?

The chart compares HUTNER CAPITAL 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.

How well did HUTNER CAPITAL MANAGEMENT INC time their MDLZ position?

Based on 13F filing dates vs. subsequent MDLZ price moves, HUTNER CAPITAL MANAGEMENT INC correctly timed 12 out of 25 reported position changes (48%). The annualised alpha on MDLZ relative to SPY over the holding period was -12.0%.

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