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Capital Planning Advisors, LLC

SEC CIK
0001631941
Latest filing
May 14, 2026

MDT holding history

Medtronic plc in every 13F filed by Capital Planning Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDT overviewAll 13F holders of MDTFull Q1 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of MDT by Capital Planning Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−3,035−100.0%Sold outHolders
Q3 20243,035$273.2K<0.1%+7+0.2%AddedHolders
Q2 20243,028$238.3K<0.1%−85−2.7%ReducedHolders
Q1 20243,113$271.3K<0.1%−19−0.6%ReducedHolders
Q4 20233,132$258.0K<0.1%−391−11.1%ReducedHolders
Q3 20233,523$276.1K0.1%+40+1.1%AddedHolders
Q2 20233,483$306.9K0.1%−216−5.8%ReducedHolders
Q1 20233,699$298.2K0.1%+653+21.4%AddedHolders
Q4 20223,046$236.7K0.1%−253−7.7%ReducedHolders
Q3 20223,299$266.0K0.1%−334−9.2%ReducedHolders
Q2 20223,633$326.0K0.1%−415−10.3%ReducedHolders
Q1 20224,048$449.0K0.1%+511+14.4%AddedHolders
Q4 20213,537$366.0K0.1%−190−5.1%ReducedHolders
Q3 20213,727$467.0K0.1%00.0%UnchangedHolders
Q2 20213,727$463.0K0.1%+285+8.3%AddedHolders
Q1 20213,442$407.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.