Here’s What Supports Mondelez International’s (MDLZ) Dominant Growth in the Industry

Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Fund” fourth-quarter 2025 investor letter. The fund’s objective is long-term capital appreciation by investing in a diverse group of U.S. and non-U.S. companies. The all-cap mandate of the fund allows it to invest across all market-cap companies. A copy of the letter can be downloaded here. In the fourth quarter, the fund (Investor Class) delivered a return of 5.23%, outperforming the benchmark MSCI World Index’s 3.12% gain. In addition, you can check the Fund’s top five holdings to determine its best picks for 2025.

In its fourth-quarter 2025 investor letter, Oakmark Global Fund highlighted stocks such as Mondelez International, Inc. (NASDAQ:MDLZ). Mondelez International, Inc. (NASDAQ:MDLZ) is an American multinational snack food and beverage company. On January 13, 2026, Mondelez International, Inc. (NASDAQ:MDLZ) stock closed at $55.94 per share. One-month return of Mondelez International, Inc. (NASDAQ:MDLZ) was 3.94%, and its shares lost 1.24% of their value over the last 52 weeks. Mondelez International, Inc. (NASDAQ:MDLZ) has a market capitalization of $72.383 billion.

Oakmark Global Fund stated the following regarding Mondelez International, Inc. (NASDAQ:MDLZ) in its fourth quarter 2025 investor letter:

“Mondelez International, Inc. (NASDAQ:MDLZ) is a global snacking powerhouse with leading market share positions in crackers, cookies and chocolate. The brand portfolio houses iconic names like Cadbury, Milka, Toblerone, Oreo and Ritz. Mondelēz possesses a unique global footprint that over-indexes to snacking occasions. Snacking is an advantaged category that benefits from robust pricing power, low private label competition and rising per capita consumption. We believe these attributes will help Mondelēz sustain industry-leading growth. A rapid rise in commodity costs has temporarily depressed margins, masking the company’s true earnings power. We believe Mondelēz’s strong pricing power and commodity relief will help improve margins. The short-term fears surrounding commodity inflation allowed us to purchase shares at a discounted valuation relative to history, peers and the broader market.”

Mondelez (MDLZ) Target Lowered at TD Cowen as 2026 Staples Outlook Turns Cautious

Mondelez International, Inc. (NASDAQ:MDLZ) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 50 hedge fund portfolios held Mondelez International, Inc. (NASDAQ:MDLZ) at the end of the third quarter, up from 48 in the previous quarter. While we acknowledge the risk and potential of Mondelez International, Inc. (NASDAQ:MDLZ) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Mondelez International, Inc. (NASDAQ:MDLZ) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Mondelez International, Inc. (NASDAQ:MDLZ) and shared best food stocks to buy in 2026. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.