MONTAG & CALDWELL, LLC: MNST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTAG & CALDWELL, LLC on MNST, newest first. How the timeline and the estimate are built.

MONTAG & CALDWELL, LLC held 253,910 MNST shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

period ended2025-06-30
13F 253,910 shares
Change vs previous 13F -5,709 shares
3.48% of the 13F portfolio, value $15,904,922.
13F-HR 0001062993-25-014469 filed by MONTAG & CALDWELL, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 259,619 shares
Change vs previous 13F +73,313 shares
3.53% of the 13F portfolio, value $15,192,904.
13F-HR 0001062993-25-009154 filed by MONTAG & CALDWELL, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 186,306 shares
Change vs previous 13F -14,637 shares
2.09% of the 13F portfolio, value $9,792,243.
13F-HR 0001062993-25-002311 filed by MONTAG & CALDWELL, LLC
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 200,943 shares
Change vs previous 13F -115,622 shares
2.13% of the 13F portfolio, value $10,483,196.
13F-HR 0000067698-24-000015 filed by MONTAG & CALDWELL, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 316,565 shares
Change vs previous 13F +11,519 shares
3.19% of the 13F portfolio, value $15,812,422.
13F-HR 0000067698-24-000009 filed by MONTAG & CALDWELL, LLC
Filed 2024-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 305,046 shares
Change vs previous 13F -8,793 shares
3.12% of the 13F portfolio, value $18,083,126.
13F-HR 0000067698-24-000003 filed by MONTAG & CALDWELL, LLC
Filed 2024-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 313,839 shares
Change vs previous 13F -173,737 shares
3.15% of the 13F portfolio, value $18,080,265.
13F-HR 0000067698-24-000002 filed by MONTAG & CALDWELL, LLC
Filed 2024-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 487,576 shares
Change vs previous 13F not available
3.32% of the 13F portfolio, value $25,817,149.
13F-HR 0000067698-23-000008 filed by MONTAG & CALDWELL, LLC
Filed 2023-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).