Nippon Life Global Investors Americas, Inc. MDLZ — MONDELEZ INTL INC

Ownership history in Nippon Life Global Investors Americas, Inc.  ·  35 quarters on record

AI Ownership Summary

Nippon Life Global Investors Americas, Inc. reported MONDELEZ INTL INC (MDLZ) in 35 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.53% in 2026 Q2. The latest visible filing shows MDLZ at 0.53% 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 Nippon Life Global Investors Americas, Inc.'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 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 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 Nippon Life Global Investors Americas, Inc. fund profile Nippon Life Global Investors Americas, Inc. full holdings
How Nippon Life Global Investors Americas, 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 228,650 +82,550 +56.5% 0.53% $13.3M 2026-08-06 $62.20
2026 Q1 REDUCED 14.1% +4.4% ❌ 146,100 -24,070 -14.1% 0.38% $8.5M 2026-04-30 $60.40
2025 Q4 ADDED — — — 170,170 +54,820 +47.5% 0.38% $9.2M 2026-01-29 $55.85
2025 Q3 REDUCED — — — 115,350 -1,550 -1.3% 0.31% $7.3M 2025-10-29 $55.86
2025 Q2 REDUCED 6.2% -7.1% ✅ 116,900 -7,680 -6.2% 0.35% $7.9M 2025-08-14 $58.88
2025 Q1 ADDED — — — 124,580 +8,630 +7.4% 0.42% $8.5M 2025-05-15 $61.97
2024 Q4 REDUCED 5.7% +14.4% ❌ 115,950 -6,950 -5.7% 0.32% $7.0M 2025-02-14 $57.46
2024 Q3 ADDED — — — 122,900 +90,240 +276.3% 0.39% $9.1M 2024-11-14 $61.45
2024 Q2 ADDED — — — 32,660 +7,010 +27.3% 0.09% $2.1M 2024-08-14 $66.31
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MDLZ

As of 2026 Q3 — sorted by position size

Kennon-Green & Company, LLC 3Y 4.27% Deane Retirement Strategies, Inc. 3Y 7Y 1.95% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 1.9% Davis Capital Management 3Y 0.82% Peoples Bank/KS 3Y 0.69% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.64% JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 0.63% PFW Advisors LLC 3Y 0.58% Dorato Capital Management 0.44% Exchange Bank 0.37%

FAQ About Nippon Life Global Investors Americas, 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 Nippon Life Global Investors Americas, Inc. reported owning MDLZ?

Nippon Life Global Investors Americas, Inc. reported MDLZ across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported MDLZ position in Nippon Life Global Investors Americas, Inc.'s portfolio?

The largest reported portfolio weight for MDLZ was 0.53% in 2026 Q2.

What is the latest reported MDLZ position on this page?

The most recent filing on this page is 2026 Q2, when Nippon Life Global Investors Americas, Inc. reported 228,650 shares, equal to 0.53% of portfolio, with an estimated market value of $13.3M.

What does the chart on this MDLZ ownership page compare?

The chart compares Nippon Life Global Investors Americas, 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.

How well did Nippon Life Global Investors Americas, Inc. time their MDLZ position?

Based on 13F filing dates vs. subsequent MDLZ price moves, Nippon Life Global Investors Americas, Inc. correctly timed 14 out of 29 reported position changes (48%). The annualised alpha on MDLZ relative to SPY over the holding period was -8.5%.

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