Ownership history in S&CO INC Β· 16 quarters on record
This page tracks every 13F SEC filing in which S&CO INC reported a position in MONDELEZ INTERNATIONAL INC COM (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 S&CO INC underperformed the S&P 500 by β8.8% annually on this MDLZ position. Timing score: 38% (3/8 decisions correct). Average cost basis: $63.83. Maximum drawdown during holding period: β18.3%.
β Significantly underperformed the S&P 500 by 8.8% ann.
15 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 8 add/trim decisions correct
Best entry: $50.29 (2022 Q3) Β· Worst: $66.47 (2024 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 3 trims. Bought during 5 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% 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