J.W. Coons Advisors’s Medtronic MDT Stock Holding History

J.W. Coons Advisors’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 Q2	$209K	Hold	2,401	–	–	0.05%	235
2025 Q1	$216K	Buy	+2,401	New	+$215K	0.06%	224
2024 Q4	–	Sell	-2,545	Closed	-$229K	–	243
2024 Q3	$229K	Hold	2,545	–	–	0.06%	218
2024 Q2	$200K	Hold	2,545	–	–	0.05%	234
2024 Q1	$222K	Hold	2,545	–	–	0.05%	226
2023 Q4	$210K	Buy	+2,545	New	+$194K	0.06%	233
2023 Q3	–	Sell	-2,645	Closed	-$233K	–	230
2023 Q2	$233K	Hold	2,645	–	–	0.06%	221
2023 Q1	$213K	Sell	2,645 -100	-4%	-$8.15K	0.06%	228
2022 Q4	$213K	Sell	2,745 -650	-19%	-$52.7K	0.06%	218
2022 Q3	$274K	Sell	3,395 -300	-8%	-$27K	0.1%	183
2022 Q2	$330K	Hold	3,695	–	–	0.12%	176
2022 Q1	$410K	Sell	3,695 -290	-7%	-$30.6K	0.12%	169
2021 Q4	$410K	Sell	3,985 -3,119	-44%	-$361K	0.12%	166
2021 Q3	$893K	Sell	7,104 -1,905	-21%	-$247K	0.31%	87
2021 Q2	$1.11M	Sell	9,009 -282	-3%	-$35.4K	0.4%	74
2021 Q1	$1.1M	Sell	9,291 -19	-0.2%	-$2.23K	0.39%	74
2020 Q4	$1.09M	Buy	9,310 +210	+2%	+$23.1K	0.42%	65
2020 Q3	$942K	Sell	9,100 -515	-5%	-$51.7K	0.39%	71
2020 Q2	$883K	Buy	9,615 +606	+7%	+$58.1K	0.39%	71
2020 Q1	$814K	Buy	+9,009	New	+$958K	0.43%	68

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

J.W. Coons Advisors's MDT Position: Q2 2025 in Review

J.W. Coons Advisors held its Medtronic (MDT) position steady in Q2 2025 at 2,401 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #235.

J.W. Coons Advisors first reported a position in MDT in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.11M in Q2 2021. 2,145 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

J.W. Coons Advisors held 2,401 shares of Medtronic worth $209K as of Q2 2025.
J.W. Coons Advisors left its Medtronic share count unchanged in Q2 2025.
Medtronic made up 0.05% of J.W. Coons Advisors's portfolio in Q2 2025, its #235 holding.
J.W. Coons Advisors first reported a position in Medtronic in Q1 2020 and has held it in 20 quarters since.
J.W. Coons Advisors's Medtronic position peaked at $1.11M in Q2 2021.
2,145 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.