MONDELEZ INTL INC

MDLZ Q1 2026 institutional ownership is a $58.0B book across 1,842 holders. BlackRock is the largest holder at $6.1B (105.9M shares, +1.1%, +$675M). Vanguard Capital Management $4.8B (83.3M shares, NEW); Vanguard Portfolio Management $1.9B (33.7M shares, NEW); Vanguard Fiduciary Trust $416M (7.2M shares, NEW). Capital Research Global Investors $3.9B (68.3M shares, +78.9%, +$2.35B) -- the largest add, building from $295M to $3.94B in one quarter. JPMorgan $3.6B (62.1M shares, -1.5%, +$223M). State Street $3.6B (61.8M shares, +0.7%, +$266M). Capital International Investors $2.9B (50.0M shares, -20.7%, -$1.80B) -- the largest seller. Geode Capital $1.7B (29.9M shares, +0.5%, +$144M). FMR LLC $1.4B (24.4M shares, +10.9%, +$236M). Morgan Stanley $1.3B (23.4M shares, +17.3%, +$328M). Northern Trust $795M (13.8M shares, -0.8%, +$174M). Invesco $1.1B (19.0M shares, +14.8%, +$236M). Goldman Sachs $695M (12.1M shares, +29.6%, +$247M). Nuveen $774M (13.4M shares, +10.9%, +$130M). BofA $1.2B (20.4M shares, -3.1%, -$59M). UBS Group $692M (12.0M shares, -4.8%, -$63M). Wells Fargo not significant. Dimensional Fund Advisors $544M (9.4M shares, +10.0%, +$85M). Charles Schwab IM $494M (8.6M shares, +5.9%, +$49M). Barclays not significant. Deutsche Bank $742M (12.9M shares, -2.6%, -$31M). American Century $340M (5.9M shares, -1.8%). Point72 Asset Management $288M (5.0M shares, +10.2%, +$274M from $268K) -- most aggressive build. New positions: Vanguard three. Sellers: Capital International -$1.80B, UBS -$63M, BofA -$59M, Deutsche Bank -$31M, American Century -$6M, Northern Trust +$174M (net from artifact). Buyers: Capital Research +$2.35B, BlackRock +$675M, State Street +$266M, Morgan Stanley +$328M, FMR +$236M, Invesco +$236M, Goldman +$247M, Point72 +$274M, Millennium +$273M, Nuveen +$130M, BNY Mellon not significant, Geode +$144M, Dimensional +$85M, Schwab +$49M, Ameriprise + $26M. The 75.50 whaleScore reflects AUM. Smart-money read: net-bullish on consumer-staples. Capital Research' $2.35B build is the most aggressive single-manager add in the entire stock batch -- moving from de minimis to the #2 holder in one quarter signals extraordinary conviction in snack/consumer-staples names. Point72 and Millennium builds confirm. The only material seller is Capital International (- $1.80B), which is a single-firm rotation. Net read: bullish on Mondelez -- extreme active-manager consensus building into defensive/consumer-staples; consistent with broader Q1 2026 rotation OUT of discretionary (NKE, BKNG) and INTO staples (CL, MDLZ).