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Montag & Caldwell, LLC

CIK: 0000067698 | ATLANTA, GA

Q1 2025 vs Q2 2025 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2025
13F-HR114$456.8M2025-08-15SEC ↗
Q1 2025
13F-HR131$431.0M2025-05-13SEC ↗
Q4 2024
13F-HR137$468.7M2025-02-13SEC ↗
Q3 2024
13F-HR85$492.3M2024-11-12SEC ↗
Q2 2024
13F-HR85$495.1M2024-08-09SEC ↗
Q1 2024
13F-HR83$580.4M2024-05-01SEC ↗
Q4 2023
13F-HR81$573.2M2024-02-05SEC ↗
Q3 2023
13F-HR87$778.8M2023-11-03SEC ↗
Q2 2023
13F-HR86$819.6M2023-08-07SEC ↗
Q1 2023
13F-HR82$744.5M2023-05-15SEC ↗
Q4 2022
13F-HR85$689.3M2023-02-14SEC ↗
Q3 2022
13F-HR86$77.6M2022-11-14SEC ↗
Q2 2022
13F-HR93$45.1M2022-08-09SEC ↗
Q1 2022Amended
13F-HR/A72$1.0M2022-05-06SEC ↗
Q4 2021
13F-HR72$16.9M2022-02-14SEC ↗
Q3 2021
13F-HR70$17.3M2021-11-12SEC ↗
Q2 2021
13F-HR68$18.0M2021-08-11SEC ↗
Q1 2021
13F-HR68$1.9M2021-05-11SEC ↗
Q4 2020
13F-HR72$3.0M2021-02-02SEC ↗
Q3 2020
13F-HR72$2.8M2020-11-06SEC ↗
Q2 2020
13F-HR68$2.9M2020-08-03SEC ↗
Q1 2020
13F-HR66$2.9M2020-05-01SEC ↗
Q4 2019
13F-HR77$3.8M2020-02-03SEC ↗
Q3 2019
13F-HR73$3.4M2019-11-04SEC ↗
Q2 2019
13F-HR74$3.5M2019-08-01SEC ↗
Q1 2019
13F-HR76$3.1M2019-05-01SEC ↗
Q4 2018
13F-HR74$3.1M2019-02-01SEC ↗
Q3 2018
13F-HR71$4.0M2018-11-01SEC ↗
Q2 2018
13F-HR83$4.0M2018-08-01SEC ↗
Q1 2018
13F-HR80$4.0M2018-05-02SEC ↗
Q4 2017
13F-HR81$4.5M2018-02-01SEC ↗
Q3 2017
13F-HR81$4.1M2017-11-01SEC ↗
Q2 2017
13F-HR84$4.7M2017-08-02SEC ↗
Q1 2017
13F-HR87$38.8M2017-05-11SEC ↗
Q4 2016
13F-HR86$93.9M2017-02-07SEC ↗
Q3 2016
13F-HR91$85.0M2016-11-07SEC ↗
Q2 2016
13F-HR96$85.6M2016-07-28SEC ↗
Q1 2016
13F-HR95$92.1M2016-05-03SEC ↗
Q4 2015
13F-HR99$96.9M2016-02-09SEC ↗
Q3 2015
13F-HR96$168.9M2015-11-04SEC ↗
Q2 2015
13F-HR103$341.7M2015-07-27SEC ↗
Q1 2015
13F-HR111$500.1M2015-05-01SEC ↗
Q4 2014
13F-HR111$536.9M2015-02-05SEC ↗
Q3 2014
13F-HR106$674.8M2014-11-03SEC ↗
Q2 2014
13F-HR103$561.4M2014-08-01SEC ↗
Q1 2014
13F-HR103$565.7M2014-05-13SEC ↗
Q4 2013
13F-HR96$688.1M2014-02-10SEC ↗
Q3 2013
13F-HR97$750.9M2013-11-13SEC ↗
Q2 2013
13F-HR133$863.5M2013-08-14SEC ↗