MDLZ — MONDELEZ INTL INC CL A COM

Ownership history in MONARCH CAPITAL MANAGEMENT INC  ·  42 quarters on record

AI Ownership Summary

MONARCH CAPITAL MANAGEMENT INC reported MONDELEZ INTL INC CL A COM (MDLZ) in 42 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2025 Q1. The latest visible filing shows MDLZ at 0.05% 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 MONARCH CAPITAL MANAGEMENT INC's position in MONDELEZ INTL INC CL A 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
2026 Q1

MDLZ was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% 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
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.

MDLZ stock page MONARCH CAPITAL MANAGEMENT INC fund profile MONARCH CAPITAL MANAGEMENT INC full holdings
How MONARCH 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 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 3,500 — 0% 0.05% $203K 2026-04-16 $57.07
2025 Q3 UNCHANGED 3,500 — 0% 0.05% $220K 2025-10-20 $61.70
2025 Q2 ADDED 3,500 +25 +0.7% 0.06% $237K 2025-08-20 $61.56
2025 Q1 UNCHANGED 3,475 — 0% 0.07% $237K 2025-04-15 $64.87
2024 Q4 ADDED 3,475 +300 +9.4% 0.06% $209K 2025-01-15 $54.43
2024 Q3 UNCHANGED 3,175 — 0% 0.06% $235K 2024-10-16 $68.56
2024 Q2 UNCHANGED 3,175 — 0% 0.06% $209K 2024-07-24 $62.91
2024 Q1 ADDED 3,175 +250 +8.5% 0.06% $223K 2024-04-25 $66.65
2023 Q4 REDUCED 2,925 -40 -1.3% 0.06% $213K 2024-01-17 $68.58
33 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

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% PCB Capital LLC 1.19% Town & Country Bank & Trust CO dba First Bankers Trust CO 3Y 7Y 1.1% Center for Wealth Management Advisory 1.0% Cascade Investment Advisors, Inc. 3Y 7Y 0.91% Peoples Bank/KS 0.81% Davis Capital Management 3Y 0.76%

FAQ About MONARCH 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 MONARCH CAPITAL MANAGEMENT INC reported owning MDLZ?

MONARCH CAPITAL MANAGEMENT INC reported MDLZ across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for MDLZ was 0.07% in 2025 Q1.

What is the latest reported MDLZ position on this page?

The most recent filing on this page is 2026 Q1, when MONARCH CAPITAL MANAGEMENT INC reported 3,500 shares, equal to 0.05% of portfolio, with an estimated market value of $203K.

What does the chart on this MDLZ ownership page compare?

The chart compares MONARCH 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.

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