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Montag & Caldwell, LLC

SEC CIK
0000067698
Latest filing
Aug 15, 2025

PG holding history

Procter & Gamble Co 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.

PG overviewAll 13F holders of PGFull Q2 2025 holdings

Shares (Q2 2025)
3,363
Value
$535.8K
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of PG by Montag & Caldwell, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20253,363$535.8K0.1%00.0%UnchangedHolders
Q1 20253,363$573.1K0.1%00.0%UnchangedHolders
Q4 20243,363$563.8K0.1%00.0%UnchangedHolders
Q3 20243,363$582.5K0.1%00.0%UnchangedHolders
Q2 20243,363$554.6K0.1%00.0%UnchangedHolders
Q1 20243,363$545.6K0.1%00.0%UnchangedHolders
Q4 20233,363$492.8K0.1%00.0%UnchangedHolders
Q3 20233,363$490.5K0.1%00.0%UnchangedHolders
Q2 20233,363$510.3K0.1%00.0%UnchangedHolders
Q1 20233,363$500.0K0.1%00.0%UnchangedHolders
Q4 20223,363$509.7K0.1%−1,496−30.8%ReducedHolders
Q3 20224,859$613.0K0.1%−298−5.8%ReducedHolders
Q2 20225,157$742.0K0.1%+2,827+121.3%AddedHolders
Q1 20222,330$356.0K<0.1%−510−18.0%ReducedHolders
Q4 20212,840$465.0K<0.1%−1,170−29.2%ReducedHolders
Q3 20214,010$561.0K0.1%00.0%UnchangedHolders
Q2 20214,010$541.0K<0.1%00.0%UnchangedHolders
Q1 20214,010$543.0K<0.1%––Holders

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