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Montag & Caldwell, LLC

SEC CIK
0000067698
Latest filing
Aug 15, 2025

HD holding history

Home Depot, Inc. in every 13F filed by Montag & Caldwell, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HD overviewAll 13F holders of HDFull Q2 2025 holdings

Shares (Q2 2025)
3,250
Value
$1.19M
% of portfolio
0.3%
Quarters held
18
Since Q1 2021
Holdings of HD by Montag & Caldwell, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20253,250$1.19M0.3%00.0%UnchangedHolders
Q1 20253,250$1.19M0.3%00.0%UnchangedHolders
Q4 20243,250$1.26M0.3%−33−1.0%ReducedHolders
Q3 20243,283$1.33M0.3%00.0%UnchangedHolders
Q2 20243,283$1.13M0.2%00.0%UnchangedHolders
Q1 20243,283$1.26M0.2%+28+0.9%AddedHolders
Q4 20233,255$1.13M0.2%00.0%UnchangedHolders
Q3 20233,255$983.5K0.1%00.0%UnchangedHolders
Q2 20233,255$1.01M0.1%00.0%UnchangedHolders
Q1 20233,255$960.6K0.1%−18−0.5%ReducedHolders
Q4 20223,273$1.03M0.1%00.0%UnchangedHolders
Q3 20223,273$903.0K0.1%−20−0.6%ReducedHolders
Q2 20223,293$903.0K0.1%+2,372+257.5%AddedHolders
Q1 2022921$275.0K<0.1%−13−1.4%ReducedHolders
Q4 2021934$388.0K<0.1%−200−17.6%ReducedHolders
Q3 20211,134$373.0K<0.1%00.0%UnchangedHolders
Q2 20211,134$362.0K<0.1%00.0%UnchangedHolders
Q1 20211,134$347.0K<0.1%––Holders

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