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Montag & Caldwell’s DoorDash DASH Stock Holding History

Montag & Caldwell’s Portfolio DASH Stock Details DASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.41M Buy
5,711
+2,249
+65% +$451K 0.31% 39
2025
Q1 		$633K Buy
3,462
+1,122
+48% +$211K 0.15% 63
2024
Q4 		$393K Sell
2,340
-3
-0.1% -$493 0.08% 76
2024
Q3 		$334K Buy
+2,343
New +$284K 0.07% 79

Other funds holding DASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Montag & Caldwell's DASH Position: Q2 2025 in Review

Montag & Caldwell increased its DoorDash (DASH) stake by 65% in Q2 2025, buying an estimated $451K and bringing the position to 5,711 shares worth $1.41M. The position accounts for 0.31% of the portfolio, ranked #39.

Montag & Caldwell first reported a position in DASH in Q3 2024 and has held it in 4 quarters since. 1,043 funds tracked by Wall St. Rank hold DASH as of Q2 2025.

  • Montag & Caldwell held 5,711 shares of DoorDash worth $1.41M as of Q2 2025.
  • Montag & Caldwell bought 2,249 DoorDash shares in Q2 2025, an estimated $451K.
  • DoorDash made up 0.31% of Montag & Caldwell's portfolio in Q2 2025, its #39 holding.
  • Montag & Caldwell first reported a position in DoorDash in Q3 2024 and has held it in 4 quarters since.
  • 1,043 funds tracked by Wall St. Rank held DoorDash as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.