Medtronic plc
CH ˙ SWX ˙ IE00BTN1Y115
SecurityCH:MDT / Medtronic plc
InstitutionMcdaniel Terry & Co
Latest Disclosed Ownership6,203 shares
Latest Disclosed Value $ 537,490
Mcdaniel Terry & Co reports 7.04% increase in ownership of MDT / Medtronic plc

On May 5, 2026 - Mcdaniel Terry & Co filed a 13F-HR form disclosing ownership of 6,203 shares of Medtronic plc (CH:MDT) valued at $537,490 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 5,795 shares of Medtronic plc. This represents a change in shares of 7.04% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F Medtronic Stock G5960L103 6,203 408 7.04 537 -3.42 0.0457
2026-02-10 2025-12-31 13F Medtronic Stock G5960L103 5,795 -2,653 -31.40 557 -30.85 0.0485
2025-10-22 2025-09-30 13F Medtronic Stock G5960L103 8,448 0 0.00 805 9.24 0.0648
2025-07-31 2025-06-30 13F Medtronic Stock G5960L103 8,448 -120 -1.40 736 0.0603
2025-04-24 2025-03-31 13F Medtronic COM G5960L103 8,568 0 0.00 1 0.0674
2025-02-03 2024-12-31 13F Medtronic COM G5960L103 8,568 0 0.00 1 0.0561
2024-10-23 2024-09-30 13F Medtronic COM G5960L103 8,568 250 3.01 1 0.0646
2024-08-05 2024-06-30 13F Medtronic COM G5960L103 8,318 -273 -3.18 1 0.0572
2024-04-29 2024-03-31 13F Medtronic COM G5960L103 8,591 -65 -0.75 1 0.0666
2024-01-24 2023-12-31 13F Medtronic COM G5960L103 8,656 -225 -2.53 1 0.0682
2023-10-23 2023-09-30 13F Medtronic COM G5960L103 8,881 190 2.19 1 0.0725
2023-07-21 2023-06-30 13F Medtronic COM G5960L103 8,691 -416 -4.57 1 0.0779
2023-05-05 2023-03-31 13F Medtronic COM G5960L103 9,107 847 10.25 1 0.0800
2023-01-23 2022-12-31 13F Medtronic COM G5960L103 8,260 -28 -0.34 1 -100.00 0.0747
2022-10-06 2022-09-30 13F Medtronic COM G5960L103 8,288 0 0.00 669 -10.08 0.0867
2022-07-28 2022-06-30 13F Medtronic COM G5960L103 8,288 0 0.00 744 -19.13 0.0918
2022-04-27 2022-03-31 13F Medtronic COM G5960L103 8,288 -411 -4.72 920 2.22 0.0994
2022-01-20 2021-12-31 13F Medtronic COM G5960L103 8,699 812 10.30 900 -9.00 0.0901
2021-12-06 2021-09-30 13F Medtronic COM G5960L103 7,887 0 0.00 989 1.02 0.1154
2021-08-11 2021-06-30 13F Medtronic COM G5960L103 7,887 35 0.45 979 5.50 0.1128
2021-05-17 2021-03-31 13F Medtronic COM G5960L103 7,852 22 0.28 928 1.20 0.1136
2021-02-12 2020-12-31 13F Medtronic COM G5960L103 7,830 73 0.94 917 13.77 0.1163
2020-11-09 2020-09-30 13F Medtronic COM G5960L103 7,757 -25 -0.32 806 12.89 0.1141
2020-08-13 2020-06-30 13F Medtronic COM G5960L103 7,782 66 0.86 714 2.59 0.1088
2020-05-08 2020-03-31 13F Medtronic COM G5960L103 7,716 140 1.85 696 -18.98 0.1280
2020-02-03 2019-12-31 13F Medtronic COM G5960L103 7,576 0 0.00 859 4.37 0.1283
2019-11-07 2019-09-30 13F Medtronic COM G5960L103 7,576 1,011 15.40 823 28.79 0.1322
2019-08-12 2019-06-30 13F Medtronic COM G5960L103 6,565 -16 -0.24 639 6.68 0.1060
2019-05-09 2019-03-31 13F Medtronic COM G5960L103 6,581 -42 -0.63 599 -0.50 0.1025
2019-02-07 2018-12-31 13F Medtronic COM G5960L103 6,623 30 0.46 602 -7.24 0.1166
2018-11-13 2018-09-30 13F Medtronic COM G5960L103 6,593 120 1.85 649 17.15 0.1095
2018-08-13 2018-06-30 13F Medtronic COM G5960L103 6,473 216 3.45 554 10.36 0.1018
2018-05-11 2018-03-31 13F Medtronic COM G5960L103 6,257 0 0.00 502 -0.59 0.0918
2018-02-09 2017-12-31 13F Medtronic COM G5960L103 6,257 0 0.00 505 3.70 0.0893
2017-11-13 2017-09-30 13F Medtronic COM G5960L103 6,257 0 0.00 487 -12.25 0.0921
2017-08-10 2017-06-30 13F Medtronic COM G5960L103 6,257 0 0.00 555 10.12 0.1076
2017-05-12 2017-03-31 13F Medtronic COM G5960L103 6,257 -40 -0.64 504 12.25 0.0987
2017-02-10 2016-12-31 13F Medtronic COM G5960L103 6,297 0 0.00 449 -17.46 0.0932
2016-11-10 2016-09-30 13F Medtronic COM G5960L103 6,297 -3,000 -32.27 544 -32.59 0.1165
2016-08-15 2016-06-30 13F Medtronic COM G5960L103 9,297 0 0.00 807 15.78 0.1813
2016-05-16 2016-03-31 13F Medtronic COM 585055106 9,297 0 0.00 697 -2.52 0.1640
2016-02-12 2015-12-31 13F Medtronic COM 585055106 9,297 228 2.51 715 17.79 0.1864
2015-11-12 2015-09-30 13F Medtronic COM 585055106 9,069 0 0.00 607 -9.67 0.1691
2015-08-07 2015-06-30 13F Medtronic COM 585055106 9,069 -189 -2.04 672 -6.93 0.1693
2015-05-08 2015-03-31 13F Medtronic COM 585055106 9,258 276 3.07 722 11.25 0.1766
2015-02-17 2014-12-31 13F Medtronic COM 585055106 8,982 0 0.00 649 16.73 0.1534
2014-11-13 2014-09-30 13F Medtronic COM 585055106 8,982 402 4.69 556 1.65 0.1329
2014-08-11 2014-06-30 13F Medtronic COM 585055106 8,580 0 0.00 547 3.60 0.1302
2014-05-14 2014-03-31 13F Medtronic COM 585055106 8,580 -20 -0.23 528 6.88 0.1341
2014-02-13 2013-12-31 13F Medtronic COM 585055106 8,600 0 0.00 494 7.86 0.1248
2013-11-13 2013-09-30 13F Medtronic COM 585055106 8,600 0 0.00 458 3.39 0.1256
2013-08-05 2013-06-30 13F Medtronic COM 585055106 8,600 8,600 443 0.1314
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.