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CCM INVESTMENT ADVISERS LLC

Position in MDT — Medtronic plc

CIK 931097 COLUMBIA, SC

Position in MDT

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$10,800,824
+$447,969 QoQ
Shares Held
138,065
+15.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#387
of 2,098 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

CCM INVESTMENT ADVISERS LLC holds $20,690,395 across 2 Medical Devices names. MDT ranks #1 (52.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MDT
Medtronic plc
This page
138,065 $10,800,824

All Filings in MDT

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,800,824 138,065
2026-03-31 $10,352,855 119,479
2025-12-31 $11,663,797 121,422
2025-09-30 $11,765,187 123,532
2025-06-30 $8,071,331 92,593
2022-09-30 $235,709 2,919
2022-06-30 $288,636 3,216
2022-03-31 $374,012 3,371
2021-09-30 $13,017,597 103,850
2021-06-30 $12,906,665 103,977
2021-03-31 $12,254,333 103,736
2020-12-31 $12,173,540 103,923
2020-09-30 $10,859,536 104,499
2020-06-30 $9,777,604 106,626
2020-03-31 $10,024,318 111,159