Cohen Klingenstein’s Medtronic MDT Stock Holding History

Cohen Klingenstein’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
2026 Q2	$4.67M	Sell	59,677 -820	-1%	-$66.2K	0.13%	71
2026 Q1	$5.24M	Hold	60,497	–	–	0.17%	62
2025 Q4	$5.81M	Hold	60,497	–	–	0.18%	61
2025 Q3	$5.76M	Sell	60,497 -4,852	-7%	-$446K	0.18%	65
2025 Q2	$5.7M	Hold	65,349	–	–	0.19%	64
2025 Q1	$5.87M	Sell	65,349 -7,200	-10%	-$644K	0.21%	60
2024 Q4	$5.8M	Sell	72,549 -4,000	-5%	-$346K	0.2%	60
2024 Q3	$6.89M	Sell	76,549 -776	-1%	-$65.3K	0.24%	63
2024 Q2	$6.09M	Sell	77,325 -822	-1%	-$67.4K	0.22%	65
2024 Q1	$6.81M	Sell	78,147 -2,522	-3%	-$215K	0.25%	61
2023 Q4	$6.65M	Hold	80,669	–	–	0.27%	58
2023 Q3	$6.32M	Sell	80,669 -2,431	-3%	-$204K	0.29%	57
2023 Q2	$7.32M	Hold	83,100	–	–	0.32%	52
2023 Q1	$6.7M	Sell	83,100 -5,000	-6%	-$408K	0.31%	59
2022 Q4	$6.85M	Hold	88,100	–	–	0.34%	53
2022 Q3	$7.11M	Hold	88,100	–	–	0.38%	52
2022 Q2	$7.91M	Hold	88,100	–	–	0.4%	49
2022 Q1	$9.78M	Hold	88,100	–	–	0.41%	45
2021 Q4	$9.11M	Sell	88,100 -16,200	-16%	-$1.88M	0.36%	51
2021 Q3	$13.1M	Sell	104,300 -20,527	-16%	-$2.66M	0.57%	34
2021 Q2	$15.5M	Hold	124,827	–	–	0.67%	32
2021 Q1	$14.7M	Hold	124,827	–	–	0.68%	33
2020 Q4	$14.6M	Hold	124,827	–	–	0.73%	32
2020 Q3	$13M	Hold	124,827	–	–	0.73%	32
2020 Q2	$11.4M	Hold	124,827	–	–	0.7%	32
2020 Q1	$11.3M	Hold	124,827	–	–	0.83%	27
2019 Q4	$14.2M	Hold	124,827	–	–	0.82%	30
2019 Q3	$13.6M	Buy	124,827 +11,200	+10%	+$1.17M	0.85%	29
2019 Q2	$11.1M	Sell	113,627 -11,336	-9%	-$1.04M	0.79%	30
2019 Q1	$11.4M	Buy	124,963 +95,663	+326%	+$8.56M	0.79%	31
2018 Q4	$2.67M	Hold	29,300	–	–	0.4%	43
2018 Q3	$2.88M	Hold	29,300	–	–	0.37%	46
2018 Q2	$2.51M	Hold	29,300	–	–	0.34%	53
2018 Q1	$2.35M	Hold	29,300	–	–	0.33%	57
2017 Q4	$2.37M	Hold	29,300	–	–	0.34%	61
2017 Q3	$2.28M	Hold	29,300	–	–	0.34%	58
2017 Q2	$2.6M	Hold	29,300	–	–	0.4%	50
2017 Q1	$2.36M	Hold	29,300	–	–	0.38%	54
2016 Q4	$2.09M	Hold	29,300	–	–	0.36%	57
2016 Q3	$2.53M	Hold	29,300	–	–	0.44%	42
2016 Q2	$2.54M	Hold	29,300	–	–	0.47%	35
2016 Q1	$2.2M	Hold	29,300	–	–	0.41%	42
2015 Q4	$2.25M	Hold	29,300	–	–	0.42%	37
2015 Q3	$1.96M	Hold	29,300	–	–	0.39%	45
2015 Q2	$2.17M	Hold	29,300	–	–	0.39%	39
2015 Q1	$2.29M	Hold	29,300	–	–	0.42%	41
2014 Q4	$2.12M	Hold	29,300	–	–	0.4%	44
2014 Q3	$1.81M	Hold	29,300	–	–	0.32%	49
2014 Q2	$1.87M	Hold	29,300	–	–	0.36%	48
2014 Q1	$1.8M	Hold	29,300	–	–	0.36%	46
2013 Q4	$1.68M	Hold	29,300	–	–	0.33%	50
2013 Q3	$1.56M	Hold	29,300	–	–	0.34%	49
2013 Q2	$1.51M	Buy	+29,300	New	+$1.45M	0.35%	48

Other funds holding MDT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein's MDT Position: Q2 2026 in Review

Cohen Klingenstein reduced its Medtronic (MDT) stake by 1.4% in Q2 2026, selling an estimated $66.2K and leaving 59,677 shares worth $4.67M. The position accounts for 0.13% of the portfolio, ranked #71.

Cohen Klingenstein first reported a position in MDT in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.5M in Q2 2021. 901 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Cohen Klingenstein held 59,677 shares of Medtronic worth $4.67M as of Q2 2026.
Cohen Klingenstein sold 820 Medtronic shares in Q2 2026, an estimated $66.2K.
Medtronic made up 0.13% of Cohen Klingenstein's portfolio in Q2 2026, its #71 holding.
Cohen Klingenstein first reported a position in Medtronic in Q2 2013 and has held it in 53 quarters since.
Cohen Klingenstein's Medtronic position peaked at $15.5M in Q2 2021.
901 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Cohen Klingenstein's 13F filing for Q2 2026, filed 15 Jul 2026.