Ownership history in M. Kraus & Co Β· 49 quarters on record
This page tracks every 13F SEC filing in which M. Kraus & Co 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 M. Kraus & Co underperformed the S&P 500 by β25.6% annually on this MDLZ position. Timing score: 46% (22/48 decisions correct). Average cost basis: $32.32. Maximum drawdown during holding period: β24.0%.
β Significantly underperformed the S&P 500 by 25.6% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
22 of 48 add/trim decisions correct
Best entry: $26.74 (2014 Q3) Β· Worst: $68.02 (2023 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
27 adds Β· 22 trims. Bought during 11 of 21 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.71% 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