# Mondelez International (MDLZ): value investors who own it

4 value investors held Mondelez International in their Q3 2026 13F, led by Lindsell Train, Harris Associates (Oakmark), Horizon Kinetics, Dodge & Cox.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Lindsell Train | 5.6% | $148m | Trimmed -28% | 53 |
| Harris Associates (Oakmark) | 0.4% | $319m | Trimmed -2.0% | 6 |
| Horizon Kinetics | 0.0% | $472k | Trimmed -1.1% | 30 |
| Dodge & Cox | 0.0% | $685k | Unchanged | 53 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-19 | Van de Put Dirk | Chief Executive Officer | Sold | 133580 | $8.6m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Oakmark Global Fund | Harris Associates (Oakmark) | 2.2% | $23.8m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/mdlz). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.