KLINGENSTEIN FIELDS & CO LP MDLZ Mondelez International Inc COM

Ownership history in KLINGENSTEIN FIELDS & CO LP  ·  53 quarters on record

AI Ownership Summary

KLINGENSTEIN FIELDS & CO LP reported Mondelez International Inc COM (MDLZ) in 53 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.88% in 2023 Q4. The latest visible filing shows MDLZ at 0.55% 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 KLINGENSTEIN FIELDS & CO LP's position in Mondelez International Inc COM, 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 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% 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 KLINGENSTEIN FIELDS & CO LP 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 270,852 -877 -0.3% 0.55% $14.6M 2026-02-14 (Est.) $62.05
2025 Q3 REDUCED 271,729 -16 -0.0% 0.64% $17.0M 2025-11-14 $55.86
2025 Q2 REDUCED 271,745 -4,464 -1.6% 0.73% $18.3M 2025-07-30 $63.44
2025 Q1 ADDED 276,209 +2,246 +0.8% 0.80% $18.7M 2025-04-28 $63.00
2024 Q4 ADDED 273,963 +319 +0.1% 0.66% $16.4M 2025-01-30 $56.14
2024 Q3 ADDED 273,644 +1,966 +0.7% 0.80% $20.2M 2024-10-29 $65.93
2024 Q2 ADDED 271,678 +2,916 +1.1% 0.74% $17.8M 2024-08-01 $64.72
2024 Q1 REDUCED 268,762 -5,145 -1.9% 0.78% $18.8M 2024-04-29 $67.62
2023 Q4 ADDED 273,907 +2,578 +1.0% 0.88% $19.8M 2024-02-01 $71.62
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About KLINGENSTEIN FIELDS & CO LP and MDLZ

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

How long has KLINGENSTEIN FIELDS & CO LP reported owning MDLZ?

KLINGENSTEIN FIELDS & CO LP reported MDLZ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MDLZ position in KLINGENSTEIN FIELDS & CO LP's portfolio?

The largest reported portfolio weight for MDLZ was 0.88% in 2023 Q4.

What is the latest reported MDLZ position on this page?

The most recent filing on this page is 2025 Q4, when KLINGENSTEIN FIELDS & CO LP reported 270,852 shares, equal to 0.55% of portfolio, with an estimated market value of $14.6M.

What does the chart on this MDLZ ownership page compare?

The chart compares KLINGENSTEIN FIELDS & CO LP'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 KLINGENSTEIN FIELDS & CO LP time their MDLZ position?

Based on 13F filing dates vs. subsequent MDLZ price moves, KLINGENSTEIN FIELDS & CO LP correctly timed 32 out of 52 reported position changes (62%). The annualised alpha on MDLZ relative to SPY over the holding period was -4.8%.

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