SEC 13F Intelligence

First Manhattan Co. LLC. / MDLZ

First Manhattan Co. LLC.’s Mondelez Intl Inc Position

Does First Manhattan Co. LLC. own Mondelez Intl Inc (MDLZ)? Yes — 865.7K shares worth $50M (+0.14% of its 13F portfolio) as of Q1 2026, down from 1.76M shares the prior filed quarter.

Position Value
$50M
Q1 2026
Shares
865.7K
% of Portfolio
+0.14%
Quarters Held
30
currently held

Position History MDLZ

Reported value by quarter
Q4 ’18: $137MQ4 ’18Q1 ’19: $173MQ2 ’19: $184MQ3 ’19: $189MQ4 ’19: $192MQ4 ’19Q1 ’20: $176MQ2 ’20: $177MQ3 ’20: $198MQ4 ’20: $155MQ4 ’20Q1 ’21: $152MQ2 ’21: $159MQ3 ’21: $139MQ4 ’21: $155MQ4 ’21Q1 ’22: $146MQ2 ’22: $142MQ3 ’22: $124MQ4 ’22: $150MQ4 ’22Q1 ’23: $154MQ2 ’23: $160MQ3 ’23: $158MQ4 ’23: $164MQ4 ’23Q1 ’24: $171MQ2 ’24: $164MQ3 ’24: $192MQ4 ’24: $145MQ4 ’24Q1 ’25: $164MQ2 ’25: $159MQ3 ’25: $138MQ4 ’25: $95MQ4 ’25Q1 ’26: $50Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026865.7K$50M+0.14%
Q4 20251.76M$95M+0.25%
Q3 20252.19M$138M+0.36%
Q2 20252.34M$159M+0.45%
Q1 20252.40M$164M+0.48%
Q4 20242.38M$145M+0.42%
Q3 20242.58M$192M+0.57%
Q2 20242.49M$164M+0.53%
Q1 20242.44M$171M+0.55%
Q4 20232.26M$164M+0.57%
Q3 20232.27M$158M+0.58%
Q2 20232.19M$160M+0.58%
Q1 20232.20M$154M+0.59%
Q4 20222.24M$150M+0.55%
Q3 20222.25M$124M+0.52%
Q2 20222.29M$142M+0.57%
Q1 20222.33M$146M+0.48%
Q4 20212.34M$155M+0.51%
Q3 20212.39M$139M+0.51%
Q2 20212.54M$159M+0.58%
Q1 20212.60M$152M+0.66%
Q4 20202.65M$155M+0.74%
Q3 20203.45M$198M+1.02%
Q2 20203.46M$177M+1.02%
Q1 20203.51M$176M+1.14%
Q4 20193.49M$192M+0.97%
Q3 20193.41M$189M+1.04%
Q2 20193.41M$184M+1.02%
Q1 20193.46M$173M+1.00%
Q4 20183.42M$137M+0.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See First Manhattan Co. LLC.’s full portfolio or all institutional holders of MDLZ.