2
MDLZ
MONDELEZ INTL INC · Consumer Staples
Consensus score 2/100 · #146 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-07-09
vs 50-day avg
-4.4%
21-day momentum
-4.4%
recent volume
1.15×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S1· BasingStage Analysis · Weinstein
vs 30-wk avg
-0.2%
30-wk MA slope
+1.0%
rel. strength
-2.5
52-wk range
36%
Basing after a decline — accumulation; not yet a buy. Watch for a Stage 2 breakout. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
3.3%
of their portfolios
Combined value
$206M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Lindsell Train Concentrated | 6.5% | $205M | TRIM |
| Horizon Kinetics Franchise/inflation | 0.0% | $475K | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.