Northside Capital Management Reduces Mondelez International Stake

Investment firm cuts holdings in snack food giant by over 37% in Q4 2025

Mar. 22, 2026 at 9:55am

Northside Capital Management LLC reduced its stake in Mondelez International, Inc. (NASDAQ:MDLZ) by 37.4% during the fourth quarter of 2025, according to a recent SEC filing. The investment firm now owns 50,479 shares of the snack food company's stock, down from 80,670 shares held at the end of the previous quarter.

Why it matters

Mondelez is one of the world's largest snack food companies, owning popular brands like Oreo, Chips Ahoy, and Ritz. Tracking changes in major institutional investors' holdings in the company provides insight into market sentiment and potential shifts in the stock's performance.

The details

Northside Capital Management sold 30,191 shares of Mondelez during the fourth quarter, reducing its total position to 50,479 shares valued at $2.717 million. The firm cited portfolio rebalancing and a shift in investment strategy as reasons for the stake reduction.

  • Northside Capital Management filed the 13F report disclosing the stake reduction on March 22, 2026.

The players

Northside Capital Management LLC

An investment management firm based in Chicago, Illinois that oversees a portfolio of public equities.

Mondelez International, Inc.

A global snack food company headquartered in Chicago that owns popular brands like Oreo, Chips Ahoy, and Ritz.

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The takeaway

The reduced stake by Northside Capital Management in Mondelez International suggests a potential shift in market sentiment around the snack food company, though the overall investment thesis remains positive with the stock maintaining a 'Moderate Buy' rating from Wall Street analysts.