Montag & Caldwell, LLC
- SEC CIK
- 0000067698
- Latest filing
- Aug 15, 2025
V holding history
Visa 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.
V overviewAll 13F holders of VFull Q2 2025 holdings
- Shares (Q2 2025)
- 55,278
- Value
- $19.6M
- % of portfolio
- 4.3%
- Quarters held
- 18
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 55,278 | $19.6M | 4.3% | −1,464−2.6% | Reduced | Holders |
| Q1 2025 | 56,742 | $19.9M | 4.6% | −2,255−3.8% | Reduced | Holders |
| Q4 2024 | 58,997 | $18.6M | 4.0% | −4,663−7.3% | Reduced | Holders |
| Q3 2024 | 63,660 | $17.5M | 3.6% | −2,619−4.0% | Reduced | Holders |
| Q2 2024 | 66,279 | $17.4M | 3.5% | −9,931−13.0% | Reduced | Holders |
| Q1 2024 | 76,210 | $21.3M | 3.7% | −2,309−2.9% | Reduced | Holders |
| Q4 2023 | 78,519 | $20.4M | 3.6% | −41,993−34.8% | Reduced | Holders |
| Q3 2023 | 120,512 | $27.7M | 3.6% | −32,946−21.5% | Reduced | Holders |
| Q2 2023 | 153,458 | $36.4M | 4.4% | −1,111−0.7% | Reduced | Holders |
| Q1 2023 | 154,569 | $34.8M | 4.7% | −2,149−1.4% | Reduced | Holders |
| Q4 2022 | 156,718 | $32.6M | 4.7% | −4,276−2.7% | Reduced | Holders |
| Q3 2022 | 160,994 | $28.6M | 4.2% | −3,000−1.8% | Reduced | Holders |
| Q2 2022 | 163,994 | $32.3M | 4.7% | −6,589−3.9% | Reduced | Holders |
| Q1 2022 | 170,583 | $37.8M | 4.2% | +22,288+15.0% | Added | Holders |
| Q4 2021 | 148,295 | $32.1M | 3.1% | −23,625−13.7% | Reduced | Holders |
| Q3 2021 | 171,920 | $38.3M | 3.5% | −434−0.3% | Reduced | Holders |
| Q2 2021 | 172,354 | $40.3M | 3.6% | −10,278−5.6% | Reduced | Holders |
| Q1 2021 | 182,632 | $38.7M | 3.5% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.