HCR Wealth Advisors

Position in JCI — Johnson Controls International plc

CIK 1697715 LOS ANGELES, CA

Position in JCI

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,794,523

+$334,693 QoQ

Shares Held

12,282

+10.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#600

of 1,590 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

HCR Wealth Advisors holds $2,497,367 across 3 Building Products & Equipment names. JCI ranks #1 (71.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc This page	12,282	$1,794,523
2	TT	Trane Technologies plc	727	$357,073
3	CARR	CARRIER GLOBAL Corp	4,714	$345,771

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,794,523	12,282	+10.2%	Shares	Sole	2026-07-13
2026-03-31	$1,459,830	11,148	-31.4%	Shares	Sole	2026-04-21
2025-12-31	$1,947,015	16,259	+0.3%	Shares	Sole	2026-01-27
2025-09-30	$1,781,959	16,207	-0.0%	Shares	Sole	2025-10-03
2025-06-30	$1,712,205	16,211	0.0%	Shares	Sole	2025-07-17
2025-03-31	$1,298,663	16,211	-0.1%	Shares	Sole	2025-04-21
2024-12-31	$1,280,954	16,229	+0.0%	Shares	Sole	2025-01-14
2024-09-30	$1,259,222	16,225	0.0%	Shares	Sole	2024-10-10
2024-06-30	$1,078,475	16,225	0.0%	Shares	Sole	2024-08-07
2024-03-31	$1,059,817	16,225	0.0%	Shares	Sole	2024-05-10
2023-12-31	$935,209	16,225	+1.2%	Shares	Sole	2024-02-09
2023-09-30	$853,488	16,040	0.0%	Shares	Sole	2023-10-20
2023-06-30	$1,092,965	16,040	0.0%	Shares	Sole	2023-08-10
2023-03-31	$965,928	16,040	0.0%	Shares	Sole	2023-05-12
2022-12-31	$1,026,560	16,040	0.0%	Shares	Sole	2023-02-13
2022-09-30	$789,488	16,040	0.0%	Shares	Sole	2022-11-07
2022-06-30	$767,995	16,040	0.0%	Shares	Sole	2022-08-12
2022-03-31	$1,051,742	16,040	0.0%	Shares	Sole	2022-05-05
2021-12-31	$1,304,212	16,040	0.0%	Shares	Sole	2022-02-04
2021-09-30	$1,092,003	16,040	0.0%	Shares	Sole	2021-11-02
2021-06-30	$1,100,825	16,040	+0.8%	Shares	Sole	2021-07-21
2021-03-31	$949,588	15,914	-2.3%	Shares	Sole	2021-05-13
2020-12-31	$759,230	16,296	0.0%	Shares	Sole	2021-02-04
2020-09-30	$665,691	16,296	0.0%	Shares	Sole	2020-11-05
2020-06-30	$556,345	16,296	0.0%	Shares	Sole	2020-07-30
2020-03-31	$439,340	16,296	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.