MDLZ MondelezIntlIncClA

Ownership history in JACOBS & CO/CA  ·  88 quarters on record

AI Ownership Summary

JACOBS & CO/CA reported MondelezIntlIncClA (MDLZ) in 88 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.88% in 2024 Q3. The latest visible filing shows MDLZ at 0.39% 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 JACOBS & CO/CA's position in MondelezIntlIncClA, 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
2026 Q1

MDLZ was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2024 Q3

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 2026 Q1

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 JACOBS & CO/CA held MDLZ — position size vs. price
% of Fund (quarterly)    MDLZ price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 69,162 -1,008 -1.4% 0.39% $4K 2026-04-07 $57.51
2025 Q4 REDUCED 70,170 -33,366 -32.2% 0.36% $3.8M 2026-01-05 $53.28
2025 Q3 REDUCED 103,536 -6,570 -6.0% 0.62% $6.5M 2025-10-01 $62.06
2025 Q2 REDUCED 110,106 -8,865 -7.5% 0.74% $7.4M 2025-07-02 $67.79
2025 Q1 REDUCED 118,971 -3,980 -3.2% 0.86% $8.1M 2025-04-03 $65.71
2024 Q4 ADDED 122,951 +3,815 +3.2% 0.75% $7.3M 2025-01-10 $54.06
2024 Q3 ADDED 119,136 +7,854 +7.1% 0.88% $8.8M 2024-10-01 $69.59
2024 Q2 ADDED 111,282 +27,784 +33.3% 0.76% $7.3M 2024-07-12 $61.92
2024 Q1 ADDED 83,498 +3,438 +4.3% 0.62% $5.8M 2024-04-12 $62.78
2023 Q4 ADDED 80,060 +3,107 +4.0% 0.66% $5.8M 2024-01-18 $68.22
78 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About JACOBS & CO/CA and MDLZ

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

How long has JACOBS & CO/CA reported owning MDLZ?

JACOBS & CO/CA reported MDLZ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MDLZ position in JACOBS & CO/CA's portfolio?

The largest reported portfolio weight for MDLZ was 0.88% in 2024 Q3.

What is the latest reported MDLZ position on this page?

The most recent filing on this page is 2026 Q1, when JACOBS & CO/CA reported 69,162 shares, equal to 0.39% of portfolio, with an estimated market value of $4K.

What does the chart on this MDLZ ownership page compare?

The chart compares JACOBS & CO/CA'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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