McAdam LLC
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McAdam LLC’s Johnson Controls International JCI Stock Holding History

McAdam LLC’s Portfolio JCI Stock Details JCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$308K Buy
2,070
+169
+9% +$24.5K 0.01% 383
2026
Q2 		$278K Buy
+1,901
New +$268K 0.01% 394
2018
Q4 		– Sell
-318
Closed -$11K – 345
2018
Q3 		$11K Buy
318
+151
+90% +$5.57K ﹤0.01% 327
2018
Q2 		$6K Hold
167
– – ﹤0.01% 381
2018
Q1 		$6K Buy
+167
New +$6.34K ﹤0.01% 390

Other funds holding JCI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Rempart Asset Management
Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

McAdam LLC's JCI Position: Q3 2026 in Review

McAdam LLC increased its Johnson Controls International (JCI) stake by 8.9% in Q3 2026, buying an estimated $24.5K and bringing the position to 2,070 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #383.

McAdam LLC first reported a position in JCI in Q1 2018 and has held it in 5 quarters since. 412 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

  • McAdam LLC held 2,070 shares of Johnson Controls International worth $308K as of Q3 2026.
  • McAdam LLC bought 169 Johnson Controls International shares in Q3 2026, an estimated $24.5K.
  • Johnson Controls International made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #383 holding.
  • McAdam LLC first reported a position in Johnson Controls International in Q1 2018 and has held it in 5 quarters since.
  • 412 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.