David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Mondelez International, Inc. (MDLZ)
← All MDLZ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q2 0 0.00 Sell 100.00% 1.19 $57.93–64.37 · VW $61.84i SEC
2021   Q1 136,606 1.19 Reduce 2.53% 0.03 $52.91–60.23 · VW $56.24i $7,996,000 SEC
2020   Q4 140,155 1.38 Reduce 1.40% 0.02 $52.51–59.12 · VW $56.62i $8,195,000 SEC
2020   Q3 142,138 1.59 Reduce 2.43% 0.03 $50.00–59.72 · VW $56.26i $8,166,000 SEC
2020   Q2 145,676 1.43 Reduce 1.28% 0.02 $48.00–54.61 · VW $51.36i $7,448,000 SEC
2020   Q1 147,567 1.68 Reduce 6.79% 0.10 $41.19–59.96 · VW $52.84i $7,390,000 SEC
2019   Q4 158,313 1.42 Add 2.11% 0.03 $51.26–56.06 · VW $53.37i $8,720,000 SEC
2019   Q3 155,035 1.53 Reduce 8.06% 0.13 $51.92–56.72 · VW $54.50i $8,577,000 SEC
2019   Q2 168,628 1.64 Reduce 18.22% 0.33 $49.33–55.71 · VW $51.79i $9,089,000 SEC
2019   Q1 206,186 1.79 Reduce 2.01% 0.03 $39.46–50.05 · VW $46.49i $10,293,000 SEC
2018   Q4 210,426 1.59 Add 6.73% 0.10 $38.78–45.45 · VW $42.27i $8,423,000 SEC
2018   Q3 197,160 1.37 Reduce 3.10% 0.04 $40.52–44.35 · VW $42.78i $8,470,000 SEC
2018   Q2 203,465 1.40 Add 12.93% 0.16 $37.42–42.46 · VW $39.92i $8,342,000 SEC
2018   Q1 180,163 1.25 Add 5.60% 0.07 $40.51–46.54 · VW $43.53i $7,518,000 SEC
2017   Q4 170,609 1.16 Add 115.30% 0.62 $39.19–43.98 · VW $42.10i $7,302,000 SEC
2017   Q3 79,242 0.53 Add 1179.33% 0.49 $40.04–44.48 · VW $41.86i $3,222,000 SEC
2017   Q2 6,194 0.05 Add 31.12% 0.01 $42.92–47.23 · VW $44.91i $268,000 SEC
2017   Q1 4,724 0.04 $43.18 $204,000 SEC
2016   Q4 4,724 0.04 $44.24 $209,000 SEC
2016   Q3 4,724 0.04 $43.82 $207,000 SEC
2016   Q2 4,724 0.04 Buy 0.04 $39.53–45.75 · VW $43.50i $215,000 SEC
2016   Q1 0 0.00 Sell 100.00% 0.04 $35.88–44.45 · VW $40.93i SEC
2015   Q4 4,724 0.04 Buy 0.04 $41.55–47.42 · VW $44.66i $212,000 SEC
Price snapshot:
Current price$59.86
52-week low$50.34
52-week high$68.76