Planning Capital Management Corp MDT — MEDTRONIC PLC

Ownership history in Planning Capital Management Corp  ·  4 quarters on record

AI Ownership Summary

Planning Capital Management Corp reported MEDTRONIC PLC (MDT) in 4 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.74% in 2024 Q3. The latest visible filing shows MDT at 0.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Planning Capital Management Corp's position in MEDTRONIC PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

MDT was reported at 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MDT stock page Planning Capital Management Corp fund profile Planning Capital Management Corp full holdings
How Planning Capital Management Corp held MDT — position size vs. price
% of Fund (quarterly)    MDT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED — — — 12,402 +6,873 +124.3% 0.74% $1.1M 2024-11-14 (Est.) $81.99
2024 Q2 ADDED — — — 5,529 +5,142 +1328.7% 0.31% $435K 2024-08-12 $76.79
2024 Q1 ADDED — — — 387 +58 +17.6% 0.02% $34K 2024-04-26 $74.76
2023 Q4 INITIATED — — — 329 — — 0.02% $27K 2024-02-14 $77.81

🏢 Other funds also holding MDT

As of 2026 Q1 — sorted by position size

BOONE CAPITAL MANAGEMENT LLC 3Y 10.57% Talaria Asset Management Pty Ltd 8.7% ALTRINSIC GLOBAL ADVISORS LLC 3Y 7Y 6.96% Saratoga Research & Investment Management 3Y 7Y 5.78% SECTOR GAMMA AS 3Y 7Y 5.74% Financial Perspectives, Inc 5.3% EDENTREE ASSET MANAGEMENT Ltd 5.16% Banque de Luxembourg S.A. 4.33% St. James Investment Company, LLC 3Y 7Y 4.14% Guinness Asset Management LTD 3Y 7Y 4.05%

FAQ About Planning Capital Management Corp and MDT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Planning Capital Management Corp reported owning MDT?

Planning Capital Management Corp reported MDT across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported MDT position in Planning Capital Management Corp's portfolio?

The largest reported portfolio weight for MDT was 0.74% in 2024 Q3.

What is the latest reported MDT position on this page?

The most recent filing on this page is 2024 Q3, when Planning Capital Management Corp reported 12,402 shares, equal to 0.74% of portfolio, with an estimated market value of $1.1M.

What does the chart on this MDT ownership page compare?

The chart compares Planning Capital Management Corp's quarterly MDT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Planning Capital Management Corp time their MDT position?

Based on 13F filing dates vs. subsequent MDT price moves, Planning Capital Management Corp correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on MDT relative to SPY over the holding period was -16.0%.

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