MRA Advisory Group MDLZ — MONDELEZ INTL INC

Ownership history in MRA Advisory Group  ·  23 quarters on record

AI Ownership Summary

MRA Advisory Group reported MONDELEZ INTL INC (MDLZ) in 23 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.26% in 2025 Q1. The latest visible filing shows MDLZ at 0.15% 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 MRA Advisory Group's position in MONDELEZ INTL 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
2026 Q2

MDLZ was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% 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
2024 Q1 to 2026 Q2

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 MRA Advisory Group fund profile MRA Advisory Group full holdings
How MRA Advisory Group 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 7,045 +50 +0.7% 0.15% $407K 2026-07-08 $60.06
2026 Q1 ADDED — — — 6,995 +52 +0.7% 0.16% $403K 2026-04-22 $55.59
2025 Q4 ADDED — — — 6,943 +47 +0.7% 0.16% $374K 2026-01-16 $56.28
2025 Q3 REDUCED — — — 6,896 -185 -2.6% 0.19% $431K 2025-11-07 $55.71
2025 Q2 UNCHANGED — — — 7,081 — 0% 0.22% $478K 2025-07-08 $65.90
2025 Q1 REDUCED 9.3% +0.1% ❌ 7,081 -727 -9.3% 0.26% $480K 2025-04-11 $64.35
2024 Q4 ADDED — — — 7,808 +2,242 +40.3% 0.25% $466K 2025-01-14 $54.42
2024 Q3 ADDED — — — 5,566 +400 +7.7% 0.22% $410K 2024-10-04 $67.62
2024 Q2 REDUCED 9.9% +13.3% ❌ 5,166 -570 -9.9% 0.19% $338K 2024-08-06 $64.32
2024 Q1 REDUCED 10.7% -6.2% ✅ 5,736 -686 -10.7% 0.24% $402K 2024-05-03 $65.25
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MDLZ

As of 2026 Q2 — sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 1.85% OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 0.9% COMMUNITY TRUST & INVESTMENT CO 3Y 7Y 0.57% BDF-GESTION 0.49% Greenfield Savings Bank 3Y 0.32% FIRST FINANCIAL CORP /IN/ 3Y 7Y 0.26% Boltwood Capital Management 3Y 7Y 0.18% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 0.17% Norway Savings Bank 3Y 7Y 0.16% General Partner, Inc. 3Y 0.16%

FAQ About MRA Advisory Group and MDLZ

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

How long has MRA Advisory Group reported owning MDLZ?

MRA Advisory Group reported MDLZ across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported MDLZ position in MRA Advisory Group's portfolio?

The largest reported portfolio weight for MDLZ was 0.26% in 2025 Q1.

What is the latest reported MDLZ position on this page?

The most recent filing on this page is 2026 Q2, when MRA Advisory Group reported 7,045 shares, equal to 0.15% of portfolio, with an estimated market value of $407K.

What does the chart on this MDLZ ownership page compare?

The chart compares MRA Advisory Group'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 MRA Advisory Group time their MDLZ position?

Based on 13F filing dates vs. subsequent MDLZ price moves, MRA Advisory Group correctly timed 6 out of 15 reported position changes (40%). The annualised alpha on MDLZ relative to SPY over the holding period was -9.5%.

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