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HCR Wealth Advisors

SEC CIK
0001697715
Latest filing
Jul 13, 2026

JCI holding history

Johnson Controls International plc in every 13F filed by HCR Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JCI overviewAll 13F holders of JCIFull Q2 2026 holdings

Shares (Q2 2026)
12,282
Value
$1.79M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of JCI by HCR Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,282$1.79M0.2%+1,134+10.2%AddedHolders
Q1 202611,148$1.46M0.2%−5,111−31.4%ReducedHolders
Q4 202516,259$1.95M0.2%+52+0.3%AddedHolders
Q3 202516,207$1.76M0.2%−40.0%ReducedHolders
Q2 202516,211$1.71M0.2%00.0%UnchangedHolders
Q1 202516,211$1.30M0.2%−18−0.1%ReducedHolders
Q4 202416,229$1.28M0.2%+40.0%AddedHolders
Q3 202416,225$1.26M0.2%00.0%UnchangedHolders
Q2 202416,225$1.08M0.2%00.0%UnchangedHolders
Q1 202416,225$1.06M0.2%00.0%UnchangedHolders
Q4 202316,225$935.2K0.1%+185+1.2%AddedHolders
Q3 202316,040$853.5K0.2%00.0%UnchangedHolders
Q2 202316,040$1.09M0.2%00.0%UnchangedHolders
Q1 202316,040$971.7K0.2%00.0%UnchangedHolders
Q4 202216,040$1.03M0.2%00.0%UnchangedHolders
Q3 202216,040$795.0K0.2%00.0%UnchangedHolders
Q2 202216,040$774.0K0.2%00.0%UnchangedHolders
Q1 202216,040$1.05M0.2%00.0%UnchangedHolders
Q4 202116,040$1.30M0.2%00.0%UnchangedHolders
Q3 202116,040$1.09M0.2%00.0%UnchangedHolders
Q2 202116,040$1.10M0.2%+126+0.8%AddedHolders
Q1 202115,914$950.0K0.2%––Holders

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