CIM
MDT icon

CCLA Investment Management’s Medtronic MDT Stock Holding History

CCLA Investment Management’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$13M Buy
135,630
+5,490
+4% +$533K 0.21% 50
2025
Q3 		$12.4M Buy
130,140
+4,596
+4% +$422K 0.2% 48
2025
Q2 		$10.9K Buy
125,544
+12,327
+11% +$1.05M 0.01% 48
2025
Q1 		$10.2M Sell
113,217
-1,837
-2% -$164K 0.18% 50
2024
Q4 		$9.19M Buy
115,054
+14,876
+15% +$1.29M 0.15% 54
2024
Q3 		$7.88M Hold
100,178
– – 0.12% 59
2024
Q2 		$7.88M Buy
100,178
+2,024
+2% +$166K 0.12% 59
2024
Q1 		$8.55M Buy
98,154
+3,659
+4% +$312K 0.13% 60
2023
Q4 		$7.78M Buy
94,495
+35,596
+60% +$2.71M 0.13% 61
2023
Q3 		$4.02M Buy
58,899
+2,835
+5% +$237K 0.08% 64
2023
Q2 		$4.94M Buy
56,064
+442
+0.8% +$38.1K 0.09% 63
2023
Q1 		$4.48M Sell
55,622
-783,284
-93% -$63.8M 0.09% 66
2022
Q4 		$65.2M Buy
838,906
+10,457
+1% +$848K 1.47% 35
2022
Q3 		$67M Buy
+828,449
New +$74.5M 1.62% 29
2022
Q1 		$91.9M Buy
824,297
+16,811
+2% +$1.78M 1.65% 28
2021
Q4 		$83.5M Buy
807,486
+73,012
+10% +$8.45M 1.37% 41
2021
Q3 		$92.1M Buy
734,474
+5,419
+0.7% +$701K 1.52% 31
2021
Q2 		$90.8K Buy
+729,055
New +$91.5M 1.1% 31

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCLA Investment Management's MDT Position: Q4 2025 in Review

CCLA Investment Management increased its Medtronic (MDT) stake by 4.2% in Q4 2025, buying an estimated $533K and bringing the position to 135,630 shares worth $13M. The position accounts for 0.21% of the portfolio, ranked #50.

CCLA Investment Management first reported a position in MDT in Q2 2021 and has held it in 18 quarters since. The position peaked at $92.1M in Q3 2021. 2,303 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • CCLA Investment Management held 135,630 shares of Medtronic worth $13M as of Q4 2025.
  • CCLA Investment Management bought 5,490 Medtronic shares in Q4 2025, an estimated $533K.
  • Medtronic made up 0.21% of CCLA Investment Management's portfolio in Q4 2025, its #50 holding.
  • CCLA Investment Management first reported a position in Medtronic in Q2 2021 and has held it in 18 quarters since.
  • CCLA Investment Management's Medtronic position peaked at $92.1M in Q3 2021.
  • 2,303 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on CCLA Investment Management's 13F filing for Q4 2025, filed 22 Jan 2026.