Montag & Associates’s Churchill Downs CHDN Stock Holding History

Montag & Associates’s Portfolio CHDN Stock Details CHDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24K	Buy	14 +2	+17%	+$179	﹤0.01%	914
2026 Q1	$1.12K	Hold	12	–	–	﹤0.01%	891
2025 Q4	$1.43K	Sell	12 -2	-14%	-$207	﹤0.01%	898
2025 Q3	$1.34K	Hold	14	–	–	﹤0.01%	973
2025 Q2	$1.39K	Hold	14	–	–	﹤0.01%	891
2025 Q1	$1.53K	Buy	14 +2	+17%	+$239	﹤0.01%	918
2024 Q4	$1.64K	Buy	12 +1	+9%	+$139	﹤0.01%	909
2024 Q3	$1.46K	Hold	11	–	–	﹤0.01%	941
2024 Q2	$1.51K	Hold	11	–	–	﹤0.01%	893
2024 Q1	$1.34K	Buy	+11	New	+$1.33K	﹤0.01%	900

Other funds holding CHDN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Montag & Associates's CHDN Position: Q2 2026 in Review

Montag & Associates increased its Churchill Downs (CHDN) stake by 17% in Q2 2026, buying an estimated $179 and bringing the position to 14 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Montag & Associates first reported a position in CHDN in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.64K in Q4 2024. 461 funds tracked by Wall St. Rank hold CHDN as of Q2 2026.

Montag & Associates held 14 shares of Churchill Downs worth $1.24K as of Q2 2026.
Montag & Associates bought 2 Churchill Downs shares in Q2 2026, an estimated $179.
Churchill Downs made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #914 holding.
Montag & Associates first reported a position in Churchill Downs in Q1 2024 and has held it in 10 quarters since.
Montag & Associates's Churchill Downs position peaked at $1.64K in Q4 2024.
461 funds tracked by Wall St. Rank held Churchill Downs as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.