Mondelez International, Inc. SEC Filings

Mondelez International director Ertharin Cousin received an equity award of 3,525 Class A Common Stock deferred stock units. The award was granted under the company’s 2024 Performance Incentive Plan at no cash purchase price and is 100% vested.

Although vested, the shares will not be delivered until the six-month anniversary of Cousin’s separation from service as a director of Mondelez International. Following this grant, she directly holds a total of 17,167 shares of Class A Common Stock, including approximately 1,004 shares acquired through a dividend reinvestment program.

Siewert Patrick reported acquisition or exercise transactions in this Form 4 filing.

Mondelez International director Patrick Siewert received 3,525 shares of Class A Common Stock as a grant of deferred stock units under the company’s 2024 Performance Incentive Plan. The units are fully vested, but the actual delivery of shares is deferred until six months after his separation from service as a director. Following this award, Siewert directly owns 62,772 shares of Mondelez International common stock, including approximately 10,206 shares accumulated through a dividend reinvestment program.

Mondelez International, Inc. ownership update: Capital International Investors reports beneficial ownership of 51,894,181 shares, representing 4.0% (4.0%) of the 1,281,845,669 shares the filer believes are outstanding. The filing lists 50,749,797 shares with sole voting power and 51,894,181 with sole dispositive power. The amendment is signed on 05/13/2026.

Mondelez International: Capital Research Global Investors reports beneficial ownership of 68,418,442 shares (5.3%). The filing states CRGI has sole voting power of 68,362,492 shares and sole dispositive power of 68,418,442 as of 03/31/2026. The filing is signed on 05/11/2026.

Mondelez International SVP and Chief Accounting Officer Brian Stevens reported small insider transactions involving Class A Common Stock. He executed open-market sales totaling 64 shares held indirectly through a trust at prices of $61.55 and $61.46 per share.

On the same Form 4, Stevens also made bona fide gifts totaling 40 shares, split between his direct holdings and the trust. A footnote states that a transfer of shares from the trust was made pursuant to Rule 16a-13, with no funds exchanged and no sale occurring in that transfer. Following these transactions, he holds 2,041 shares directly and no shares indirectly through the trust.

Mondelez International Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 96,474,190 shares of common stock, representing 7.52% of the class. The filing states Vanguard Capital Management and specified affiliates exercise dispositive power over these shares, and the disclosure follows SEC Release No. 34-39538.

Mondelēz International grew first-quarter 2026 net revenues 8.2% to $10.1 billion, driven mainly by pricing and favorable currency, while Organic Net Revenue rose 3.0% to $9.6 billion. Net earnings attributable to Mondelēz increased to $560 million, and diluted EPS rose to $0.44, largely helped by a smaller mark-to-market loss on commodity and FX hedges.

Underlying profitability weakened. Adjusted Operating Income fell 14.0% to $1.18 billion, or 19.0% lower on a constant-currency basis, as higher raw material costs, unfavorable mix and higher advertising and overhead more than offset pricing and productivity. Adjusted EPS declined 9.5% to $0.67, and 14.9% to $0.63 on a constant-currency basis.

Operating cash flow dropped to $467 million from $1.09 billion a year earlier, reflecting working capital swings and hedge-related cash movements. The company continued to invest heavily with $312 million of capital expenditures, including its multi-year ERP implementation, and recorded $48 million of new restructuring charges aimed at streamlining operations.

Mondelēz International reported first-quarter 2026 net revenues of $10.08 billion, up 8.2% year over year, with Organic Net Revenue up 3.0%. Growth was strongest in emerging markets, where net revenues rose 11.4%, while developed markets increased 6.1%.

Reported gross profit grew to $2.80 billion and operating income to $808 million, helped by favorable mark-to-market impacts on commodity and currency hedges. However, on an adjusted, constant-currency basis, Adjusted Operating Income fell 19.0% and margin declined to 11.7%, reflecting higher input costs, weaker volume/mix and increased marketing and overhead spending.

Reported diluted EPS rose 41.9% to $0.44, but Adjusted EPS was $0.67 and down 14.9% on a constant-currency basis as operating declines and higher taxes more than offset lower interest expense and fewer shares. Free Cash Flow was $155 million, well below the prior year, while the company returned $0.6 billion to shareholders and reaffirmed its 2026 outlook for flat to low-single-digit organic revenue and adjusted EPS growth and about $3 billion in Free Cash Flow.

Mondelez International EVP and Chief People Officer Stephanie Lilak reported a routine tax-related share disposition. On April 1, 2026, 3,218 shares of Class A common stock were withheld at $57.07 per share to cover tax obligations from vesting deferred stock units. After this withholding, she directly holds 24,118 shares of Mondelez common stock. This was not an open-market sale but an automatic share withholding under the company’s performance incentive plan.