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Lindsell Train

Superinvestor

Lindsell Train Ltd

SEC CIK
0001484150
Manager
Nick Train
Style
Quality
Latest filing
Jul 15, 2026

MDLZ holding history

Mondelez International, Inc. in every 13F filed by Lindsell Train, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDLZ overviewAll 13F holders of MDLZFull Q2 2026 holdings

Shares (Q2 2026)
2,565,453
Value
$148.4M
% of portfolio
5.6%
Quarters held
22
Since Q1 2021
Holdings of MDLZ by Lindsell Train, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,565,453$148.4M5.6%−996,511−28.0%ReducedHolders
Q1 20263,561,964$205.3M6.5%−917,890−20.5%ReducedHolders
Q4 20254,479,854$241.2M6.1%−548,933−10.9%ReducedHolders
Q3 20255,028,787$314.1M7.7%−680,500−11.9%ReducedHolders
Q2 20255,709,287$385.0M9.1%−309,435−5.1%ReducedHolders
Q1 20256,018,722$408.4M11.3%−2,392,500−28.4%ReducedHolders
Q4 20248,411,222$502.4M12.6%−1,799,206−17.6%ReducedHolders
Q3 202410,210,428$752.2M17.0%−1,377,315−11.9%ReducedHolders
Q2 202411,587,743$786.1M18.1%−2,692,350−18.9%ReducedHolders
Q1 202414,280,093$1.00B21.0%−2,570,205−15.3%ReducedHolders
Q4 202316,850,298$1.22B23.7%−656,600−3.8%ReducedHolders
Q3 202317,506,898$1.22B24.4%−761,000−4.2%ReducedHolders
Q2 202318,267,898$1.33B23.7%−1,253,100−6.4%ReducedHolders
Q1 202319,520,998$1.36B23.7%−425,470−2.1%ReducedHolders
Q4 202219,946,468$1.33B25.3%−853,000−4.1%ReducedHolders
Q3 202220,799,468$1.14B23.2%−1,365,000−6.2%ReducedHolders
Q2 202222,164,468$1.38B27.0%−3,046,000−12.1%ReducedHolders
Q1 202225,210,468$1.58B24.9%−1,177,895−4.5%ReducedHolders
Q4 202126,388,363$1.75B25.4%−3,203,405−10.8%ReducedHolders
Q3 202129,591,768$1.72B23.8%−301,267−1.0%ReducedHolders
Q2 202129,893,035$1.87B24.1%−1,368,000−4.4%ReducedHolders
Q1 202131,261,035$1.83B25.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.